Global Wealth Management Investment Advisory’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Global Wealth Management Investment Advisory’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	-1,320	Closed	-$24K	–	748
2019 Q1	$24K	Buy	+1,320	New	+$23.9K	0.01%	287

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

Global Wealth Management Investment Advisory's MDIV Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2019, closing a stake of 1,320 shares — an estimated $24K sold.

Global Wealth Management Investment Advisory first reported a position in MDIV in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 84 funds tracked by Wall St. Rank hold MDIV as of Q2 2019.

Global Wealth Management Investment Advisory 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.
Global Wealth Management Investment Advisory sold 1,320 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2019, an estimated $24K.
Global Wealth Management Investment Advisory first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2019 and held it in 1 quarter.
Global Wealth Management Investment Advisory's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $24K 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 Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.