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

Kowal 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
2021 Q4	–	Sell	-8,505	Closed	-$139K	–	600
2021 Q3	$139K	Sell	8,505 -3,173	-27%	-$52.9K	0.04%	121
2021 Q2	$198K	Sell	11,678 -11,472	-50%	-$193K	0.07%	101
2021 Q1	$374K	Sell	23,150 -18,675	-45%	-$292K	0.15%	58
2020 Q4	$641K	Buy	+41,825	New	+$606K	0.3%	36

Other funds holding MDIV

FAM

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

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

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

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

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's MDIV Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2021, closing a stake of 8,505 shares — an estimated $139K sold.

Kowal Investment Group first reported a position in MDIV in Q4 2020 and held it in 4 quarters. The position peaked at $641K in Q4 2020. 97 funds tracked by Wall St. Rank hold MDIV as of Q4 2021.

Kowal Investment Group reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 8,505 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2021, an estimated $139K.
Kowal Investment Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2020 and held it in 4 quarters.
Kowal Investment Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $641K in Q4 2020.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.