Kessler Investment Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Kessler Investment Group’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
2013 Q4	–	Sell	-6,113	Closed	-$126K	–	164
2013 Q3	$126K	Buy	+6,113	New	+$128K	0.34%	43

Other funds holding MDIV

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

UBS Zurich, Switzerland $136B AUM 16.36% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Kessler Investment Group's MDIV Position: Q4 2013 in Review

Kessler Investment Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2013, closing a stake of 6,113 shares — an estimated $126K sold.

Kessler Investment Group first reported a position in MDIV in Q3 2013 and held it in 1 quarter. The position peaked at $126K in Q3 2013. 41 funds tracked by Wall St. Rank hold MDIV as of Q4 2013.

Kessler Investment Group reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2013 after selling out during the quarter.
Kessler Investment Group sold 6,113 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2013, an estimated $126K.
Kessler Investment Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2013 and held it in 1 quarter.
Kessler Investment Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $126K in Q3 2013.
41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.