Nachman Norwood & Parrott’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Nachman Norwood & Parrott’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
2020 Q4	–	Sell	-2,292	Closed	-$31K	–	711
2020 Q3	$31K	Buy	+2,292	New	+$31.9K	﹤0.01%	540

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

FAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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

Nachman Norwood & Parrott's MDIV Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2020, closing a stake of 2,292 shares — an estimated $31K sold.

Nachman Norwood & Parrott first reported a position in MDIV in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 88 funds tracked by Wall St. Rank hold MDIV as of Q4 2020.

Nachman Norwood & Parrott reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 2,292 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2020, an estimated $31K.
Nachman Norwood & Parrott first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $31K in Q3 2020.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.