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Hershey Financial Advisers’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Hershey Financial Advisers’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
2024
Q2 		$922K Buy
+58,674
New +$920K 0.83% 31

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Hershey Financial Advisers's MDIV Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2024: 58,674 shares worth $922K. The stake represents 0.83% of the portfolio and ranks #31 among its holdings.

93 funds tracked by Wall St. Rank hold MDIV as of Q2 2024.

  • Hershey Financial Advisers held 58,674 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $922K as of Q2 2024.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Hershey Financial Advisers position in Q2 2024.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.83% of Hershey Financial Advisers's portfolio in Q2 2024, its #31 holding.
  • 93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.