MassMutual Private Wealth & Trust’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

MassMutual Private Wealth & Trust’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
2017 Q1	–	Sell	-1,019	Closed	-$19.5K	–	1048
2016 Q4	$19.5K	Buy	+1,019	New	+$19K	﹤0.01%	428

Other funds holding MDIV

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

TNBTD

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MassMutual Private Wealth & Trust's MDIV Position: Q1 2017 in Review

MassMutual Private Wealth & Trust sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2017, closing a stake of 1,019 shares — an estimated $19.5K sold.

MassMutual Private Wealth & Trust first reported a position in MDIV in Q4 2016 and held it in 1 quarter. The position peaked at $19.5K in Q4 2016. 77 funds tracked by Wall St. Rank hold MDIV as of Q1 2017.

MassMutual Private Wealth & Trust reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,019 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2017, an estimated $19.5K.
MassMutual Private Wealth & Trust first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and held it in 1 quarter.
MassMutual Private Wealth & Trust's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $19.5K in Q4 2016.
77 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2017, filed 2 May 2017.