Evolution Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-2,000	Closed	-$33K	–	435
2021 Q3	$33K	Buy	+2,000	New	+$33.3K	0.01%	256

Other funds holding MDIV

FAM

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

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

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

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

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's MDIV Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2021, closing a stake of 2,000 shares — an estimated $33K sold.

Evolution Wealth Advisors first reported a position in MDIV in Q3 2021 and held it in 1 quarter. The position peaked at $33K in Q3 2021. 97 funds tracked by Wall St. Rank hold MDIV as of Q4 2021.

Evolution Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 2,000 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2021, an estimated $33K.
Evolution Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2021 and held it in 1 quarter.
Evolution Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $33K in Q3 2021.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.