Financial Advocates Investment Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Financial Advocates Investment Management’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
2022 Q2	–	Sell	-17,284	Closed	-$291K	–	746
2022 Q1	$291K	Sell	17,284 -6,278	-27%	-$105K	0.02%	588
2021 Q4	$391K	Sell	23,562 -1,320	-5%	-$21.9K	0.02%	553
2021 Q3	$408K	Sell	24,882 -15,986	-39%	-$266K	0.03%	523
2021 Q2	$693K	Sell	40,868 -40,484	-50%	-$680K	0.05%	403
2021 Q1	$1.31M	Sell	81,352 -18,402	-18%	-$288K	0.09%	253
2020 Q4	$1.5M	Sell	99,754 -3,058	-3%	-$44.3K	0.1%	227
2020 Q3	$1.38M	Buy	+102,812	New	+$1.43M	0.12%	191

Other funds holding MDIV

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

FAM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

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

Financial Advocates Investment Management's MDIV Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2022, closing a stake of 17,284 shares — an estimated $291K sold.

Financial Advocates Investment Management first reported a position in MDIV in Q3 2020 and held it in 7 quarters. The position peaked at $1.5M in Q4 2020. 91 funds tracked by Wall St. Rank hold MDIV as of Q2 2022.

Financial Advocates Investment Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 17,284 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2022, an estimated $291K.
Financial Advocates Investment Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2020 and held it in 7 quarters.
Financial Advocates Investment Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.5M in Q4 2020.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.