Global Retirement Partners’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
Q2 | $123K | Buy |
+7,778
| New | +$123K | ﹤0.01% | 1323 |
|
2024
Q4 | $126K | Hold |
7,778
| – | – | ﹤0.01% | 1162 |
|
2024
Q3 | $129K | Sell |
7,778
-662
| -8% | -$11K | ﹤0.01% | 1101 |
|
2024
Q2 | $133K | Buy |
8,440
+662
| +9% | +$10.4K | ﹤0.01% | 1059 |
|
2024
Q1 | $123K | Sell |
7,778
-536
| -6% | -$8.46K | ﹤0.01% | 988 |
|
2023
Q4 | $129K | Sell |
8,314
-322
| -4% | -$5.01K | 0.01% | 919 |
|
2023
Q3 | $123K | Sell |
8,636
-1,000
| -10% | -$14.2K | 0.01% | 853 |
|
2023
Q2 | $140K | Hold |
9,636
| – | – | 0.01% | 821 |
|
2023
Q1 | $137K | Hold |
9,636
| – | – | 0.01% | 808 |
|
2022
Q4 | $144K | Buy |
9,636
+9,054
| +1,556% | +$136K | 0.01% | 696 |
|
2022
Q3 | $9K | Buy |
+582
| New | +$9K | ﹤0.01% | 1725 |
|
2019
Q3 | – | Sell |
-2,032
| Closed | -$38K | – | 1654 |
|
2019
Q2 | $38K | Buy |
2,032
+1,608
| +379% | +$30.1K | 0.01% | 680 |
|
2019
Q1 | $8K | Hold |
424
| – | – | ﹤0.01% | 1114 |
|
2018
Q4 | $7K | Hold |
424
| – | – | ﹤0.01% | 1069 |
|
2018
Q3 | $8K | Hold |
424
| – | – | ﹤0.01% | 1098 |
|
2018
Q2 | $8K | Hold |
424
| – | – | ﹤0.01% | 1065 |
|
2018
Q1 | $8K | Hold |
424
| – | – | ﹤0.01% | 1024 |
|
2017
Q4 | $8K | Hold |
424
| – | – | ﹤0.01% | 976 |
|
2017
Q3 | $8K | Hold |
424
| – | – | ﹤0.01% | 897 |
|
2017
Q2 | $8K | Hold |
424
| – | – | ﹤0.01% | 840 |
|
2017
Q1 | $8K | Hold |
424
| – | – | ﹤0.01% | 805 |
|
2016
Q4 | $8K | Buy |
+424
| New | +$8K | 0.01% | 747 |
|