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

Regal Investment 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
2015 Q4	–	Sell	-205	Closed	-$3K	–	629
2015 Q3	$3K	Hold	205	–	–	﹤0.01%	894
2015 Q2	$4K	Sell	205 -45	-18%	-$941	﹤0.01%	783
2015 Q1	$5K	Buy	250 +131	+110%	+$2.79K	﹤0.01%	815
2014 Q4	$3K	Buy	+119	New	+$2.56K	﹤0.01%	814

Other funds holding MDIV

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

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

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Regal Investment Advisors's MDIV Position: Q4 2015 in Review

Regal Investment Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2015, closing a stake of 205 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in MDIV in Q4 2014 and held it in 4 quarters. The position peaked at $5K in Q1 2015. 81 funds tracked by Wall St. Rank hold MDIV as of Q4 2015.

Regal Investment Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 205 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2015, an estimated $3K.
Regal Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2014 and held it in 4 quarters.
Regal Investment Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $5K in Q1 2015.
81 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.