Rockport Wealth’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.71M | Buy |
234,411
+8,918
| +4% | +$141K | 0.86% | 20 |
|
2025
Q1 | $3.69M | Buy |
225,493
+132,012
| +141% | +$2.16M | 1.3% | 14 |
|
2024
Q4 | $1.51M | Buy |
93,481
+13,464
| +17% | +$218K | 0.67% | 22 |
|
2024
Q3 | $1.33M | Buy |
80,017
+35,143
| +78% | +$584K | 0.35% | 27 |
|
2024
Q2 | $705K | Buy |
44,874
+2,725
| +6% | +$42.8K | 0.3% | 35 |
|
2024
Q1 | $666K | Buy |
+42,149
| New | +$666K | 0.44% | 30 |
|