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

Freedom 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
2015 Q3	–	Sell	-37,423	Closed	-$747K	–	716
2015 Q2	$747K	Buy	+37,423	New	+$783K	0.08%	226
2015 Q1	–	Sell	-35,645	Closed	-$758K	–	649
2014 Q4	$758K	Buy	+35,645	New	+$768K	0.1%	183
2014 Q3	–	Sell	-47,212	Closed	-$1.06M	–	512
2014 Q2	$1.06M	Buy	+47,212	New	+$1.03M	0.18%	89

Other funds holding MDIV

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

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

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Freedom Investment Management's MDIV Position: Q3 2015 in Review

Freedom Investment Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2015, closing a stake of 37,423 shares — an estimated $747K sold.

Freedom Investment Management first reported a position in MDIV in Q2 2014 and held it in 3 quarters. The position peaked at $1.06M in Q2 2014. 80 funds tracked by Wall St. Rank hold MDIV as of Q3 2015.

Freedom Investment Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2015 after selling out during the quarter.
Freedom Investment Management sold 37,423 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2015, an estimated $747K.
Freedom Investment Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2014 and held it in 3 quarters.
Freedom Investment Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.06M in Q2 2014.
80 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2015.

Based on Freedom Investment Management's 13F filing for Q3 2015, filed 13 Oct 2015.