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EWG Elevate’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

EWG Elevate’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
Q1 		– Sell
-24
Closed -$359 – 475
2022
Q4 		$359 Buy
+24
New +$364 ﹤0.01% 777

Other funds holding MDIV

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWG Elevate's MDIV Position: Q1 2023 in Review

EWG Elevate sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2023, closing a stake of 24 shares — an estimated $359 sold.

EWG Elevate first reported a position in MDIV in Q4 2022 and held it in 1 quarter. The position peaked at $359 in Q4 2022. 100 funds tracked by Wall St. Rank hold MDIV as of Q1 2023.

  • EWG Elevate reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 24 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2023, an estimated $359.
  • EWG Elevate first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $359 in Q4 2022.
  • 100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.