Patriot Financial Group Insurance Agency’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-319	Closed	-$6K	–	795
2018 Q1	$6K	Hold	319	–	–	﹤0.01%	693
2017 Q4	$6K	Hold	319	–	–	﹤0.01%	692
2017 Q3	$6K	Hold	319	–	–	0.01%	667
2017 Q2	$6K	Sell	319 -119	-27%	-$2.31K	0.01%	645
2017 Q1	$9K	Buy	+438	New	+$8.54K	0.01%	507

Other funds holding MDIV

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

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

Patriot Financial Group Insurance Agency's MDIV Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2018, closing a stake of 319 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in MDIV in Q1 2017 and held it in 5 quarters. The position peaked at $9K in Q1 2017. 79 funds tracked by Wall St. Rank hold MDIV as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 319 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2018, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2017 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $9K in Q1 2017.
79 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.