Retirement Planning Company of New England’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Retirement Planning Company of New England’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
2022 Q1	–	Sell	-1,459	Closed	-$24K	–	607
2021 Q4	$24K	Buy	+1,459	New	+$24.2K	0.01%	507

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Retirement Planning Company of New England's MDIV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2022, closing a stake of 1,459 shares — an estimated $24K sold.

Retirement Planning Company of New England first reported a position in MDIV in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 93 funds tracked by Wall St. Rank hold MDIV as of Q1 2022.

Retirement Planning Company of New England reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 1,459 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2022, an estimated $24K.
Retirement Planning Company of New England first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $24K in Q4 2021.
93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.