Ground Swell Capital’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

Ground Swell Capital’s Portfolio YDIV Stock Details YDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$4K	Buy	+201	New	+$4.29K	0.01%	1681

Other funds holding YDIV

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Ground Swell Capital's YDIV Position: Q3 2014 in Review

Ground Swell Capital opened a new position in First Trust International Multi-Asset Diversified Income Index Fund (YDIV) in Q3 2014: 201 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1681 among its holdings.

14 funds tracked by Wall St. Rank hold YDIV as of Q3 2014.

Ground Swell Capital held 201 shares of First Trust International Multi-Asset Diversified Income Index Fund worth $4K as of Q3 2014.
First Trust International Multi-Asset Diversified Income Index Fund was a new Ground Swell Capital position in Q3 2014.
First Trust International Multi-Asset Diversified Income Index Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1681 holding.
14 funds tracked by Wall St. Rank held First Trust International Multi-Asset Diversified Income Index Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.