Peterson Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Peterson Wealth Advisors’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	-19,852	Closed	-$368K	–	42
2018 Q3	$368K	Sell	19,852 -10,288	-34%	-$192K	0.27%	29
2018 Q2	$551K	Sell	30,140 -22,141	-42%	-$404K	0.45%	24
2018 Q1	$935K	Sell	52,281 -13,206	-20%	-$246K	0.77%	19
2017 Q4	$1.25M	Buy	+65,487	New	+$1.24M	1.13%	16

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

Peterson Wealth Advisors's MDIV Position: Q4 2018 in Review

Peterson Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2018, closing a stake of 19,852 shares — an estimated $368K sold.

Peterson Wealth Advisors first reported a position in MDIV in Q4 2017 and held it in 4 quarters. The position peaked at $1.25M in Q4 2017. 87 funds tracked by Wall St. Rank hold MDIV as of Q4 2018.

Peterson Wealth Advisors 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.
Peterson Wealth Advisors sold 19,852 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2018, an estimated $368K.
Peterson Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 4 quarters.
Peterson Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.25M in Q4 2017.
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 Peterson Wealth Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.