Sargent Bickham Lagudis’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Sargent Bickham Lagudis’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
2017 Q2	–	Sell	-200	Closed	-$4K	–	789
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	671
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	638
2016 Q3	$4	Buy	+200	New	+$3.89K	﹤0.01%	660

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sargent Bickham Lagudis's MDIV Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2017, closing a stake of 200 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in MDIV in Q3 2016 and held it in 3 quarters. The position peaked at $4K in Q1 2017. 82 funds tracked by Wall St. Rank hold MDIV as of Q2 2017.

Sargent Bickham Lagudis reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 200 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2017, an estimated $4K.
Sargent Bickham Lagudis first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2016 and held it in 3 quarters.
Sargent Bickham Lagudis's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $4K in Q1 2017.
82 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.