Geneos 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.3K | Hold |
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|
2025
Q2 | $39.8K | Sell |
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|
2025
Q1 | $82.2K | Buy |
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|
2024
Q4 | $40.6K | Sell |
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|
2024
Q3 | $63.4K | Hold |
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|
2024
Q2 | $60K | Buy |
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|
2024
Q1 | $39.5K | Sell |
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|
2023
Q4 | $86.1K | Sell |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $848K | Sell |
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|
2020
Q2 | $863K | Sell |
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|
2020
Q1 | $772K | Sell |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.61M | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.44M | Buy |
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|
2017
Q4 | $1.51M | Sell |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $1.92M | Buy |
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|
2017
Q1 | $1.93M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $2.02M | Sell |
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|
2016
Q2 | $2.09M | Sell |
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|
2016
Q1 | $2.02M | Buy |
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