IFP Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
20,669
-1,150
| -5% | -$18.2K | 0.01% | 1026 |
|
|
2025
Q1 | $357K | Hold |
21,819
| – | – | 0.01% | 907 |
|
|
2024
Q4 | $352K | Sell |
21,819
-3,710
| -15% | -$59.9K | 0.01% | 880 |
|
|
2024
Q3 | $425K | Sell |
25,529
-1,072
| -4% | -$17.8K | 0.02% | 753 |
|
|
2024
Q2 | $418K | Hold |
26,601
| – | – | 0.02% | 720 |
|
|
2024
Q1 | $420K | Sell |
26,601
-920
| -3% | -$14.5K | 0.02% | 670 |
|
|
2023
Q4 | $431K | Sell |
27,521
-922
| -3% | -$14.4K | 0.02% | 629 |
|
|
2023
Q3 | $415K | Buy |
28,443
+300
| +1% | +$4.38K | 0.02% | 662 |
|
|
2023
Q2 | $410K | Sell |
28,143
-3,221
| -10% | -$46.9K | 0.02% | 724 |
|
|
2023
Q1 | $609K | Sell |
31,364
-28,715
| -48% | -$557K | 0.03% | 533 |
|
|
2022
Q4 | $1.17M | Sell |
60,079
-2,030
| -3% | -$39.5K | 0.03% | 564 |
|
|
2022
Q3 | $1.21M | Buy |
62,109
+1,491
| +2% | +$29K | 0.03% | 575 |
|
|
2022
Q2 | $1.18M | Hold |
60,618
| – | – | 0.04% | 527 |
|
|
2022
Q1 | $1.18M | Buy |
60,618
+25,246
| +71% | +$492K | 0.04% | 527 |
|
|
2021
Q4 | $584K | Buy |
35,372
+280
| +0.8% | +$4.62K | 0.01% | 537 |
|
|
2021
Q3 | $575K | Buy |
35,092
+1,375
| +4% | +$22.5K | 0.01% | 525 |
|
|
2021
Q2 | $571K | Buy |
33,717
+1,425
| +4% | +$24.1K | 0.01% | 508 |
|
|
2021
Q1 | $517K | Buy |
32,292
+8,378
| +35% | +$134K | 0.01% | 505 |
|
|
2020
Q4 | $361K | Buy |
23,914
+720
| +3% | +$10.9K | 0.01% | 599 |
|
|
2020
Q3 | $313K | Buy |
23,194
+558
| +2% | +$7.53K | 0.02% | 555 |
|
|
2020
Q2 | $305K | Buy |
22,636
+4
| +0% | +$54 | 0.02% | 536 |
|
|
2020
Q1 | $271K | Buy |
22,632
+7,785
| +52% | +$93.2K | 0.03% | 481 |
|
|
2019
Q4 | $279K | Sell |
14,847
-56,578
| -79% | -$1.06M | 0.02% | 575 |
|
|
2019
Q3 | $1.32M | Buy |
+71,425
| New | +$1.32M | 0.09% | 252 |
|
|
2019
Q1 | $676K | Buy |
36,723
+9,843
| +37% | +$181K | 0.09% | 230 |
|
|
2018
Q4 | $451K | Sell |
26,880
-10,229
| -28% | -$172K | 0.03% | 591 |
|
|
2018
Q3 | $688K | Sell |
37,109
-2,138
| -5% | -$39.6K | 0.03% | 555 |
|
|
2018
Q2 | $718K | Sell |
39,247
-4,464
| -10% | -$81.7K | 0.03% | 528 |
|
|
2018
Q1 | $831K | Hold |
43,711
| – | – | 0.04% | 452 |
|
|
2017
Q4 | $831K | Sell |
43,711
-7,359
| -14% | -$140K | 0.04% | 452 |
|
|
2017
Q3 | $980K | Sell |
51,070
-9,440
| -16% | -$181K | 0.04% | 451 |
|
|
2017
Q2 | $1.17M | Sell |
60,510
-967
| -2% | -$18.7K | 0.05% | 387 |
|
|
2017
Q1 | $1.2M | Sell |
61,477
-10,496
| -15% | -$205K | 0.05% | 379 |
|
|
2016
Q4 | $1.38M | Sell |
71,973
-7,122
| -9% | -$136K | 0.07% | 316 |
|
|
2016
Q3 | $1.5M | Sell |
79,095
-57,550
| -42% | -$1.09M | 0.08% | 267 |
|
|
2016
Q2 | $2.64M | Buy |
136,645
+99,922
| +272% | +$1.93M | 0.15% | 147 |
|
|
2016
Q1 | $676K | Sell |
36,723
-88,286
| -71% | -$1.63M | 0.09% | 230 |
|
|
2015
Q4 | $2.29M | Buy |
+125,009
| New | +$2.29M | 0.15% | 141 |
|