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

ICA Group Wealth Management’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	–	Sell	-897	Closed	-$14.2K	–	1092
2024 Q1	$14.2K	Sell	897 -186	-17%	-$2.9K	﹤0.01%	827
2023 Q4	$16.9K	Buy	+1,083	New	+$16.1K	﹤0.01%	767
2023 Q3	–	Sell	-1,055	Closed	-$15.4K	–	790
2023 Q2	$15.4K	Buy	1,055 +14	+1%	+$203	﹤0.01%	755
2023 Q1	$15.3K	Buy	+1,041	New	+$16K	﹤0.01%	726

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ICA Group Wealth Management's MDIV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2024, closing a stake of 897 shares — an estimated $14.2K sold.

ICA Group Wealth Management first reported a position in MDIV in Q1 2023 and held it in 4 quarters. The position peaked at $16.9K in Q4 2023. 93 funds tracked by Wall St. Rank hold MDIV as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 897 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2024, an estimated $14.2K.
ICA Group Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $16.9K in Q4 2023.
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 ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.