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

Gemmer Asset 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
2020
Q3 		– Sell
-400
Closed -$5K – 1379
2020
Q2 		$5K Buy
+400
New +$5.33K ﹤0.01% 851

Other funds holding MDIV

TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gemmer Asset Management's MDIV Position: Q3 2020 in Review

Gemmer Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2020, closing a stake of 400 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in MDIV in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 84 funds tracked by Wall St. Rank hold MDIV as of Q3 2020.

  • Gemmer Asset Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2020 after selling out during the quarter.
  • Gemmer Asset Management sold 400 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2020, an estimated $5K.
  • Gemmer Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2020 and held it in 1 quarter.
  • Gemmer Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $5K in Q2 2020.
  • 84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2020.

Based on Gemmer Asset Management's 13F filing for Q3 2020, filed 21 Oct 2020.