Joel Isaacson & Co’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Joel Isaacson & Co’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
2016 Q4	–	Sell	-1,415	Closed	-$27K	–	681
2016 Q3	$27K	Buy	+1,415	New	+$27.5K	0.01%	425

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TNBTD

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Joel Isaacson & Co's MDIV Position: Q4 2016 in Review

Joel Isaacson & Co sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2016, closing a stake of 1,415 shares — an estimated $27K sold.

Joel Isaacson & Co first reported a position in MDIV in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 85 funds tracked by Wall St. Rank hold MDIV as of Q4 2016.

Joel Isaacson & Co reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 1,415 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2016, an estimated $27K.
Joel Isaacson & Co first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2016 and held it in 1 quarter.
Joel Isaacson & Co's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $27K in Q3 2016.
85 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.