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

LVZ Inc’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
2015
Q4 		– Sell
-62,166
Closed -$1.14M – 44
2015
Q3 		$1.14M Buy
+62,166
New +$1.21M 0.74% 17

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LPL Financial
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TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

LVZ Inc's MDIV Position: Q4 2015 in Review

LVZ Inc sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2015, closing a stake of 62,166 shares — an estimated $1.14M sold.

LVZ Inc first reported a position in MDIV in Q3 2015 and held it in 1 quarter. The position peaked at $1.14M in Q3 2015. 81 funds tracked by Wall St. Rank hold MDIV as of Q4 2015.

  • LVZ Inc reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2015 after selling out during the quarter.
  • LVZ Inc sold 62,166 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2015, an estimated $1.14M.
  • LVZ Inc first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2015 and held it in 1 quarter.
  • LVZ Inc's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.14M in Q3 2015.
  • 81 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2015.

Based on LVZ Inc's 13F filing for Q4 2015, filed 12 Feb 2016.