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

Freedom Wealth Alliance’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
2023 Q3	$343K	Buy	23,495 +4,802	+26%	+$71.3K	0.56%	27
2023 Q2	$279K	Hold	18,693	–	–	0.39%	45
2023 Q1	$274K	Buy	18,693 +3,120	+20%	+$47.8K	0.41%	43
2022 Q4	$233K	Buy	+15,573	New	+$236K	0.33%	47

Other funds holding MDIV

FAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Freedom Wealth Alliance's MDIV Position: Q3 2023 in Review

Freedom Wealth Alliance increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 26% in Q3 2023, buying an estimated $71.3K and bringing the position to 23,495 shares worth $343K. The position accounts for 0.56% of the portfolio, ranked #27.

Freedom Wealth Alliance first reported a position in MDIV in Q4 2022 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2023.

Freedom Wealth Alliance held 23,495 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $343K as of Q3 2023.
Freedom Wealth Alliance bought 4,802 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2023, an estimated $71.3K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.56% of Freedom Wealth Alliance's portfolio in Q3 2023, its #27 holding.
Freedom Wealth Alliance first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2022 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.