EPG 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
Q1 | – | Sell |
-3,691
| Closed | -$59.6K | – | 421 |
|
|
2024
Q4 | $59.6K | Buy |
3,691
+58
| +2% | +$937 | 0.02% | 285 |
|
|
2024
Q3 | $60.4K | Buy |
+3,633
| New | +$60.4K | 0.02% | 289 |
|
|
2024
Q2 | – | Sell |
-5,281
| Closed | -$83.4K | – | 312 |
|
|
2024
Q1 | $83.4K | Buy |
5,281
+65
| +1% | +$1.03K | 0.02% | 288 |
|
|
2023
Q4 | $79.7K | Buy |
5,216
+111
| +2% | +$1.7K | 0.02% | 274 |
|
|
2023
Q3 | $74.5K | Buy |
5,105
+80
| +2% | +$1.17K | 0.02% | 276 |
|
|
2023
Q2 | $73.2K | Sell |
5,025
-2,134
| -30% | -$31.1K | 0.02% | 277 |
|
|
2023
Q1 | $105K | Buy |
7,159
+126
| +2% | +$1.85K | 0.03% | 259 |
|
|
2022
Q4 | $105K | Buy |
7,033
+121
| +2% | +$1.81K | 0.04% | 231 |
|
|
2022
Q3 | $100K | Buy |
+6,912
| New | +$100K | 0.04% | 228 |
|
|
2022
Q2 | – | Sell |
-6,688
| Closed | -$113K | – | 329 |
|
|
2022
Q1 | $113K | Sell |
6,688
-2,451
| -27% | -$41.4K | 0.04% | 254 |
|
|
2021
Q4 | $152K | Buy |
+9,139
| New | +$152K | 0.05% | 240 |
|