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

Kingsview 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
2023 Q4	–	Sell	-13,597	Closed	-$198K	–	995
2023 Q3	$198K	Buy	+13,597	New	+$202K	0.01%	888
2019 Q2	–	Sell	-23,275	Closed	-$428K	–	498
2019 Q1	$428K	Buy	23,275 +552	+2%	+$9.99K	0.07%	290
2018 Q4	$382K	Sell	22,723 -12,716	-36%	-$227K	0.08%	245
2018 Q3	$657K	Sell	35,439 -3,557	-9%	-$66.3K	0.13%	197
2018 Q2	$713K	Sell	38,996 -12,143	-24%	-$221K	0.17%	154
2018 Q1	$914K	Buy	51,139 +16,608	+48%	+$309K	0.23%	129
2017 Q4	$656K	Sell	34,531 -3,038	-8%	-$57.7K	0.23%	134
2017 Q3	$721K	Buy	37,569 +10,019	+36%	+$193K	0.32%	94
2017 Q2	$531K	Buy	27,550 +3,401	+14%	+$66K	0.27%	115
2017 Q1	$472K	Buy	+24,149	New	+$471K	0.28%	124

Other funds holding MDIV

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Kingsview Wealth Management's MDIV Position: Q4 2023 in Review

Kingsview Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2023, closing a stake of 13,597 shares — an estimated $198K sold.

Kingsview Wealth Management first reported a position in MDIV in Q1 2017 and held it in 10 quarters. The position peaked at $914K in Q1 2018. 99 funds tracked by Wall St. Rank hold MDIV as of Q4 2023.

Kingsview Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 13,597 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2023, an estimated $198K.
Kingsview Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2017 and held it in 10 quarters.
Kingsview Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $914K in Q1 2018.
99 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.