Envestnet Portfolio Solutions’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio MDIV Stock Details MDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,409	Closed	-$298K	–	1580
2023 Q3	$298K	Buy	+20,409	New	+$303K	﹤0.01%	1232

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Portfolio Solutions's MDIV Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2023, closing a stake of 20,409 shares — an estimated $298K sold.

Envestnet Portfolio Solutions first reported a position in MDIV in Q3 2023 and held it in 1 quarter. The position peaked at $298K in Q3 2023. 99 funds tracked by Wall St. Rank hold MDIV as of Q4 2023.

Envestnet Portfolio Solutions reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2023 after selling out during the quarter.
Envestnet Portfolio Solutions sold 20,409 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2023, an estimated $298K.
Envestnet Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2023 and held it in 1 quarter.
Envestnet Portfolio Solutions's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $298K in Q3 2023.
99 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.