Financial Advocates Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-17,284
| Closed | -$291K | – | 745 |
|
2022
Q1 | $291K | Sell |
17,284
-6,278
| -27% | -$106K | 0.02% | 587 |
|
2021
Q4 | $391K | Sell |
23,562
-1,320
| -5% | -$21.9K | 0.02% | 547 |
|
2021
Q3 | $408K | Sell |
24,882
-15,986
| -39% | -$262K | 0.03% | 522 |
|
2021
Q2 | $693K | Sell |
40,868
-40,484
| -50% | -$686K | 0.05% | 393 |
|
2021
Q1 | $1.31M | Sell |
81,352
-18,402
| -18% | -$297K | 0.09% | 246 |
|
2020
Q4 | $1.5M | Sell |
99,754
-3,058
| -3% | -$46K | 0.1% | 226 |
|
2020
Q3 | $1.38M | Buy |
+102,812
| New | +$1.38M | 0.12% | 184 |
|