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

Measured Wealth Private Client 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
2018 Q4	–	Sell	-400	Closed	-$7K	–	448
2018 Q3	$7K	Buy	+400	New	+$7.45K	﹤0.01%	659

Other funds holding MDIV

TNBTD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Measured Wealth Private Client Group's MDIV Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2018, closing a stake of 400 shares — an estimated $7K sold.

Measured Wealth Private Client Group first reported a position in MDIV in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 87 funds tracked by Wall St. Rank hold MDIV as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 400 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2018, an estimated $7K.
Measured Wealth Private Client Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $7K in Q3 2018.
87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.