Koshinski Asset Management
MDIV icon

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

Koshinski Asset 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
2022
Q2 		– Sell
-6,302
Closed -$106K – 1427
2022
Q1 		$106K Sell
6,302
-278
-4% -$4.63K 0.01% 807
2021
Q4 		$109K Sell
6,580
-47
-0.7% -$779 0.01% 817
2021
Q3 		$109K Buy
+6,627
New +$110K 0.01% 810
2018
Q4 		– Sell
-11,064
Closed -$205K – 473
2018
Q3 		$205K Buy
+11,064
New +$206K 0.03% 498
2017
Q4 		– Sell
-10,738
Closed -$206K – 427
2017
Q3 		$206K Sell
10,738
-1,095
-9% -$21.1K 0.07% 351
2017
Q2 		$228K Sell
11,833
-360
-3% -$6.99K 0.08% 326
2017
Q1 		$238K Buy
12,193
+391
+3% +$7.62K 0.09% 281
2016
Q4 		$226K Buy
11,802
+328
+3% +$6.13K 0.11% 255
2016
Q3 		$217K Buy
11,474
+232
+2% +$4.51K 0.11% 258
2016
Q2 		$217K Buy
11,242
+299
+3% +$5.68K 0.12% 238
2016
Q1 		$203K Sell
10,943
-670
-6% -$11.8K 0.13% 212
2015
Q4 		$213K Buy
11,613
+963
+9% +$18K 0.15% 193
2015
Q3 		$213K Buy
+10,650
New +$207K 0.14% 204

Other funds holding MDIV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management's MDIV Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2022, closing a stake of 6,302 shares — an estimated $106K sold.

Koshinski Asset Management first reported a position in MDIV in Q3 2015 and held it in 13 quarters. The position peaked at $238K in Q1 2017. 91 funds tracked by Wall St. Rank hold MDIV as of Q2 2022.

  • Koshinski Asset Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 6,302 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2022, an estimated $106K.
  • Koshinski Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2015 and held it in 13 quarters.
  • Koshinski Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $238K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.