Hardy Reed’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Hardy Reed’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
2021 Q4	–	Sell	-179,382	Closed	-$2.94M	–	108
2021 Q3	$2.94M	Hold	179,382	–	–	0.52%	20
2021 Q2	$3.04M	Hold	179,382	–	–	0.54%	20
2021 Q1	$2.9M	Sell	179,382 -40,963	-19%	-$641K	0.56%	18
2020 Q4	$3.31M	Buy	220,345 +15,963	+8%	+$231K	0.69%	17
2020 Q3	$2.75M	Hold	204,382	–	–	0.69%	20
2020 Q2	$2.8M	Hold	204,382	–	–	0.99%	19
2020 Q1	$2.4M	Hold	204,382	–	–	1.09%	19
2019 Q4	$3.84M	Buy	204,382 +33,814	+20%	+$624K	1.43%	18
2019 Q3	$3.14M	Buy	170,568 +7,823	+5%	+$144K	1.26%	19
2019 Q2	$3.01M	Buy	162,745 +16,538	+11%	+$307K	1.18%	20
2019 Q1	$2.69M	Buy	146,207 +15,827	+12%	+$286K	0.98%	21
2018 Q4	$2.19M	Buy	+130,380	New	+$2.32M	0.9%	21

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hardy Reed's MDIV Position: Q4 2021 in Review

Hardy Reed sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2021, closing a stake of 179,382 shares — an estimated $2.94M sold.

Hardy Reed first reported a position in MDIV in Q4 2018 and held it in 12 quarters. The position peaked at $3.84M in Q4 2019. 97 funds tracked by Wall St. Rank hold MDIV as of Q4 2021.

Hardy Reed reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2021 after selling out during the quarter.
Hardy Reed sold 179,382 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2021, an estimated $2.94M.
Hardy Reed first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2018 and held it in 12 quarters.
Hardy Reed's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.84M in Q4 2019.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2021.

Based on Hardy Reed's 13F filing for Q4 2021, filed 10 Feb 2022.