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

Herold Advisors’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
2022 Q2	–	Sell	-5,250	Closed	-$88.5K	–	465
2022 Q1	$88.5K	Buy	+5,250	New	+$87.5K	0.03%	287
2021 Q4	–	Sell	-3,250	Closed	-$53K	–	453
2021 Q3	$53K	Buy	+3,250	New	+$54.1K	0.02%	367

Other funds holding MDIV

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

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

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

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

RJA

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

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

Herold Advisors's MDIV Position: Q2 2022 in Review

Herold Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2022, closing a stake of 5,250 shares — an estimated $88.5K sold.

Herold Advisors first reported a position in MDIV in Q3 2021 and held it in 2 quarters. The position peaked at $88.5K in Q1 2022. 91 funds tracked by Wall St. Rank hold MDIV as of Q2 2022.

Herold Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 5,250 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2022, an estimated $88.5K.
Herold Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $88.5K in Q1 2022.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.