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

Frontier Wealth 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
2016 Q4	–	Sell	-10,801	Closed	-$204K	–	408
2016 Q3	$204K	Buy	+10,801	New	+$210K	0.03%	328
2016 Q2	–	Sell	-11,846	Closed	-$220K	–	357
2016 Q1	$220K	Buy	11,846 +264	+2%	+$4.66K	0.02%	301
2015 Q4	$212K	Sell	11,582 -416	-3%	-$7.77K	0.03%	306
2015 Q3	$221K	Sell	11,998 -2,064	-15%	-$40.2K	0.03%	293
2015 Q2	$281K	Buy	+14,062	New	+$294K	0.04%	268

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

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

SWP

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

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

RJFSA

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Frontier Wealth Management's MDIV Position: Q4 2016 in Review

Frontier Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2016, closing a stake of 10,801 shares — an estimated $204K sold.

Frontier Wealth Management first reported a position in MDIV in Q2 2015 and held it in 5 quarters. The position peaked at $281K in Q2 2015. 85 funds tracked by Wall St. Rank hold MDIV as of Q4 2016.

Frontier Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2016 after selling out during the quarter.
Frontier Wealth Management sold 10,801 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2016, an estimated $204K.
Frontier Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2015 and held it in 5 quarters.
Frontier Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $281K in Q2 2015.
85 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2016.

Based on Frontier Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.