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

LWM Advisory 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
2023 Q4	–	Sell	-1,575	Closed	-$23K	–	130
2023 Q3	$23K	Buy	+1,575	New	+$23.4K	0.02%	110

Other funds holding MDIV

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

FAM

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM Advisory Services's MDIV Position: Q4 2023 in Review

LWM Advisory Services sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2023, closing a stake of 1,575 shares — an estimated $23K sold.

LWM Advisory Services first reported a position in MDIV in Q3 2023 and held it in 1 quarter. The position peaked at $23K in Q3 2023. 99 funds tracked by Wall St. Rank hold MDIV as of Q4 2023.

LWM Advisory Services reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,575 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2023, an estimated $23K.
LWM Advisory Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $23K in Q3 2023.
99 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.