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

QP Wealth Management’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
2023 Q3	$170K	Sell	11,616 -820	-7%	-$12.2K	0.3%	70
2023 Q2	$181K	Sell	12,436 -460	-4%	-$6.66K	0.29%	68
2023 Q1	$189K	Buy	12,896 +1,431	+12%	+$21.9K	0.31%	61
2022 Q4	$172K	Buy	+11,465	New	+$174K	0.27%	67

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

QP Wealth Management's MDIV Position: Q3 2023 in Review

QP Wealth Management reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 6.6% in Q3 2023, selling an estimated $12.2K and leaving 11,616 shares worth $170K. The position accounts for 0.3% of the portfolio, ranked #70.

QP Wealth Management first reported a position in MDIV in Q4 2022 and has held it in 4 quarters since. The position peaked at $189K in Q1 2023. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2023.

QP Wealth Management held 11,616 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $170K as of Q3 2023.
QP Wealth Management sold 820 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2023, an estimated $12.2K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.3% of QP Wealth Management's portfolio in Q3 2023, its #70 holding.
QP Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2022 and has held it in 4 quarters since.
QP Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $189K in Q1 2023.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.