NewSquare Capital’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

NewSquare Capital’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 Q4	–	Sell	-341	Closed	-$7K	–	351
2017 Q3	$7K	Buy	+341	New	+$6.56K	﹤0.01%	231

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

RJFSA

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

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

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

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

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

SWP

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

NewSquare Capital's MDIV Position: Q4 2017 in Review

NewSquare Capital sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2017, closing a stake of 341 shares — an estimated $7K sold.

NewSquare Capital first reported a position in MDIV in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 87 funds tracked by Wall St. Rank hold MDIV as of Q4 2017.

NewSquare Capital reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2017 after selling out during the quarter.
NewSquare Capital sold 341 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2017, an estimated $7K.
NewSquare Capital first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2017 and held it in 1 quarter.
NewSquare Capital's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $7K in Q3 2017.
87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2017.

Based on NewSquare Capital's 13F filing for Q4 2017, filed 29 Jan 2018.