MGO One Seven’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-1,315	Closed	-$22K	–	1132
2018 Q4	$22K	Buy	+1,315	New	+$23.4K	0.01%	889
2018 Q1	$29K	Hold	1,599	–	–	0.01%	760
2017 Q4	$30K	Buy	+1,599	New	+$30.4K	0.01%	753

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

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

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

MGO One Seven's MDIV Position: Q1 2019 in Review

MGO One Seven sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2019, closing a stake of 1,315 shares — an estimated $22K sold.

MGO One Seven first reported a position in MDIV in Q4 2017 and held it in 3 quarters. The position peaked at $30K in Q4 2017. 89 funds tracked by Wall St. Rank hold MDIV as of Q1 2019.

MGO One Seven reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 1,315 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2019, an estimated $22K.
MGO One Seven first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 3 quarters.
MGO One Seven's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $30K in Q4 2017.
89 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.