GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$27.5K | – | 1512 |
|
|
2024
Q4 | $27.5K | Buy |
1,700
+96
| +6% | +$1.55K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $26.7K | Buy |
+1,604
| New | +$26.7K | ﹤0.01% | 1227 |
|
|
2024
Q1 | – | Sell |
-536,830
| Closed | -$8.4M | – | 885 |
|
|
2023
Q4 | $8.4M | Buy |
536,830
+380,690
| +244% | +$5.96M | 0.69% | 41 |
|
|
2023
Q3 | $2.28M | Buy |
156,140
+85,332
| +121% | +$1.25M | 0.26% | 93 |
|
|
2023
Q2 | $1.03M | Buy |
+70,808
| New | +$1.03M | 0.11% | 121 |
|
|
2022
Q2 | – | Sell |
-13,505
| Closed | -$228K | – | 367 |
|
|
2022
Q1 | $228K | Buy |
+13,505
| New | +$228K | 0.02% | 285 |
|