Larson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
36,835
-500
| -1% | -$7.91K | 0.02% | 392 |
|
|
2025
Q1 | $611K | Sell |
37,335
-5,000
| -12% | -$81.8K | 0.03% | 347 |
|
|
2024
Q4 | $684K | Sell |
42,335
-500
| -1% | -$8.08K | 0.04% | 294 |
|
|
2024
Q3 | $712K | Sell |
42,835
-1,749
| -4% | -$29.1K | 0.04% | 270 |
|
|
2024
Q2 | $701K | Buy |
44,584
+1,500
| +3% | +$23.6K | 0.05% | 224 |
|
|
2024
Q1 | $680K | Sell |
43,084
-360
| -0.8% | -$5.68K | 0.05% | 196 |
|
|
2023
Q4 | $680K | Sell |
43,444
-2,597
| -6% | -$40.6K | 0.06% | 185 |
|
|
2023
Q3 | $672K | Buy |
46,041
+7,090
| +18% | +$103K | 0.07% | 175 |
|
|
2023
Q2 | $567K | Sell |
38,951
-189
| -0.5% | -$2.75K | 0.06% | 184 |
|
|
2023
Q1 | $574K | Buy |
39,140
+1,650
| +4% | +$24.2K | 0.06% | 187 |
|
|
2022
Q4 | $561K | Sell |
37,490
-530
| -1% | -$7.93K | 0.07% | 181 |
|
|
2022
Q3 | $549K | Buy |
38,020
+1,302
| +4% | +$18.8K | 0.08% | 161 |
|
|
2022
Q2 | $557K | Hold |
36,718
| – | – | 0.1% | 97 |
|
|
2022
Q1 | $619K | Buy |
36,718
+6,957
| +23% | +$117K | 0.1% | 94 |
|
|
2021
Q4 | $494K | Sell |
29,761
-393
| -1% | -$6.52K | 0.08% | 115 |
|
|
2021
Q3 | $495K | Buy |
+30,154
| New | +$495K | 0.1% | 84 |
|
|
2019
Q4 | – | Sell |
-650
| Closed | -$12K | – | 628 |
|
|
2019
Q3 | $12K | Buy |
+650
| New | +$12K | 0.01% | 282 |
|