Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,597
| Closed | -$198K | – | 995 |
|
|
2023
Q3 | $198K | Buy |
+13,597
| New | +$198K | 0.01% | 888 |
|
|
2019
Q2 | – | Sell |
-23,275
| Closed | -$428K | – | 451 |
|
|
2019
Q1 | $428K | Buy |
23,275
+552
| +2% | +$10.2K | 0.07% | 290 |
|
|
2018
Q4 | $382K | Sell |
22,723
-12,716
| -36% | -$214K | 0.08% | 245 |
|
|
2018
Q3 | $657K | Sell |
35,439
-3,557
| -9% | -$65.9K | 0.13% | 197 |
|
|
2018
Q2 | $713K | Sell |
38,996
-12,143
| -24% | -$222K | 0.17% | 154 |
|
|
2018
Q1 | $914K | Buy |
51,139
+16,608
| +48% | +$297K | 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% | +$192K | 0.32% | 94 |
|
|
2017
Q2 | $531K | Buy |
27,550
+3,401
| +14% | +$65.6K | 0.27% | 115 |
|
|
2017
Q1 | $472K | Buy |
+24,149
| New | +$472K | 0.28% | 124 |
|