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

Financial Gravity Asset 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
2018 Q3	$53K	Hold	2,958	–	–	0.06%	305
2018 Q2	$55K	Hold	2,958	–	–	0.05%	300
2018 Q1	$53K	Buy	+2,958	New	+$55K	0.05%	296

Other funds holding MDIV

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

TNBTD

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Gravity Asset Management's MDIV Position: Q3 2018 in Review

Financial Gravity Asset Management held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q3 2018 at 2,958 shares worth $53K. The position accounts for 0.06% of the portfolio, ranked #305.

Financial Gravity Asset Management first reported a position in MDIV in Q1 2018 and has held it in 3 quarters since. The position peaked at $55K in Q2 2018. 83 funds tracked by Wall St. Rank hold MDIV as of Q3 2018.

Financial Gravity Asset Management held 2,958 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $53K as of Q3 2018.
Financial Gravity Asset Management left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q3 2018.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.06% of Financial Gravity Asset Management's portfolio in Q3 2018, its #305 holding.
Financial Gravity Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2018 and has held it in 3 quarters since.
Financial Gravity Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $55K in Q2 2018.
83 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.