KFS
MDIV icon

KMS Financial Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

KMS Financial Services’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
2014
Q3 		$303K Buy
14,096
+3,303
+31% +$72.8K 0.04% 369
2014
Q2 		$241K Buy
+10,793
New +$236K 0.03% 441

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KMS Financial Services's MDIV Position: Q3 2014 in Review

KMS Financial Services increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 31% in Q3 2014, buying an estimated $72.8K and bringing the position to 14,096 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #369.

KMS Financial Services first reported a position in MDIV in Q2 2014 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold MDIV as of Q3 2014.

  • KMS Financial Services held 14,096 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $303K as of Q3 2014.
  • KMS Financial Services bought 3,303 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2014, an estimated $72.8K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #369 holding.
  • KMS Financial Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2014 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.