Endowment Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
38,716
+3,719
| +11% | +$58.8K | 0.32% | 64 |
|
|
2025
Q1 | $572K | Buy |
34,997
+1,752
| +5% | +$28.6K | 0.37% | 61 |
|
|
2024
Q4 | $537K | Buy |
33,245
+2,371
| +8% | +$38.3K | 0.36% | 62 |
|
|
2024
Q3 | $513K | Sell |
30,874
-2,139
| -6% | -$35.6K | 0.34% | 65 |
|
|
2024
Q2 | $519K | Sell |
33,013
-1,325
| -4% | -$20.8K | 0.38% | 65 |
|
|
2024
Q1 | $542K | Sell |
34,338
-2,101
| -6% | -$33.2K | 0.41% | 62 |
|
|
2023
Q4 | $570K | Sell |
36,439
-3,433
| -9% | -$53.7K | 0.47% | 51 |
|
|
2023
Q3 | $582K | Sell |
39,872
-2,912
| -7% | -$42.5K | 0.52% | 49 |
|
|
2023
Q2 | $623K | Buy |
42,784
+1,301
| +3% | +$18.9K | 0.57% | 43 |
|
|
2023
Q1 | $608K | Buy |
+41,483
| New | +$608K | 0.61% | 38 |
|