Genesee Capital Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Genesee Capital Advisors’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
2019 Q2	–	Sell	-239	Closed	-$4K	–	89
2019 Q1	$4K	Buy	239 +3	+1%	+$54	﹤0.01%	97
2018 Q4	$4K	Buy	+236	New	+$4.21K	0.01%	59

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Genesee Capital Advisors's MDIV Position: Q2 2019 in Review

Genesee Capital Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2019, closing a stake of 239 shares — an estimated $4K sold.

Genesee Capital Advisors first reported a position in MDIV in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 84 funds tracked by Wall St. Rank hold MDIV as of Q2 2019.

Genesee Capital Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2019 after selling out during the quarter.
Genesee Capital Advisors sold 239 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2019, an estimated $4K.
Genesee Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2018 and held it in 2 quarters.
Genesee Capital Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $4K in Q1 2019.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2019.

Based on Genesee Capital Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.