Frontier Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,801
| Closed | -$204K | – | 408 |
|
|
2016
Q3 | $204K | Buy |
+10,801
| New | +$204K | 0.03% | 328 |
|
|
2016
Q2 | – | Sell |
-11,846
| Closed | -$220K | – | 357 |
|
|
2016
Q1 | $220K | Buy |
11,846
+264
| +2% | +$4.9K | 0.02% | 301 |
|
|
2015
Q4 | $212K | Sell |
11,582
-416
| -3% | -$7.62K | 0.03% | 306 |
|
|
2015
Q3 | $221K | Sell |
11,998
-2,064
| -15% | -$38K | 0.03% | 293 |
|
|
2015
Q2 | $281K | Buy |
+14,062
| New | +$281K | 0.04% | 268 |
|