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

Financial Gravity Companies’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 Q1	$53K	Hold	2,958	–	–	0.05%	296
2017 Q4	$56K	Buy	+2,958	New	+$56.2K	0.06%	257

Other funds holding MDIV

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

RJFSA

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

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

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

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Financial Gravity Companies's MDIV Position: Q1 2018 in Review

Financial Gravity Companies held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q1 2018 at 2,958 shares worth $53K. The position accounts for 0.05% of the portfolio, ranked #296.

Financial Gravity Companies first reported a position in MDIV in Q4 2017 and has held it in 2 quarters since. The position peaked at $56K in Q4 2017. 88 funds tracked by Wall St. Rank hold MDIV as of Q1 2018.

Financial Gravity Companies held 2,958 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $53K as of Q1 2018.
Financial Gravity Companies left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q1 2018.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.05% of Financial Gravity Companies's portfolio in Q1 2018, its #296 holding.
Financial Gravity Companies first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and has held it in 2 quarters since.
Financial Gravity Companies's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $56K in Q4 2017.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.