RPg Family Wealth Advisory’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 | $323K | Hold |
20,450
| – | – | 0.09% | 93 |
|
|
2025
Q1 | $334K | Hold |
20,450
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $330K | Hold |
20,450
| – | – | 0.12% | 70 |
|
|
2024
Q3 | $340K | Hold |
20,450
| – | – | 0.11% | 74 |
|
|
2024
Q2 | $321K | Hold |
20,450
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $323K | Hold |
20,450
| – | – | 0.1% | 99 |
|
|
2023
Q4 | $320K | Buy |
+20,450
| New | +$320K | 0.12% | 98 |
|
|
2022
Q2 | – | Sell |
-7,700
| Closed | -$130K | – | 233 |
|
|
2022
Q1 | $130K | Hold |
7,700
| – | – | 0.06% | 116 |
|
|
2021
Q4 | $128K | Buy |
7,700
+5,700
| +285% | +$94.6K | 0.05% | 127 |
|
|
2021
Q3 | $32.8K | Buy |
+2,000
| New | +$32.8K | 0.01% | 191 |
|