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Second Half Financial Partners’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-39,960
Closed -$582K – 100
2023
Q2 		$582K Buy
+39,960
New +$579K 0.13% 100

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Second Half Financial Partners's MDIV Position: Q3 2023 in Review

Second Half Financial Partners sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2023, closing a stake of 39,960 shares — an estimated $582K sold.

Second Half Financial Partners first reported a position in MDIV in Q2 2023 and held it in 1 quarter. The position peaked at $582K in Q2 2023. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2023.

  • Second Half Financial Partners reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 39,960 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2023, an estimated $582K.
  • Second Half Financial Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $582K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.