SEI Investments’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

SEI Investments’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
2018 Q3	–	Sell	-210	Closed	-$4K	–	3046
2018 Q2	$4K	Buy	+210	New	+$3.83K	﹤0.01%	3207
2017 Q1	–	Sell	-312	Closed	-$6K	–	3007
2016 Q4	$6K	Buy	+312	New	+$5.83K	﹤0.01%	2557
2016 Q3	–	Sell	-1,436	Closed	-$28K	–	2946
2016 Q2	$28K	Buy	+1,436	New	+$27.3K	﹤0.01%	2081

Other funds holding MDIV

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SEI Investments's MDIV Position: Q3 2018 in Review

SEI Investments sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2018, closing a stake of 210 shares — an estimated $4K sold.

SEI Investments first reported a position in MDIV in Q2 2016 and held it in 3 quarters. The position peaked at $28K in Q2 2016. 83 funds tracked by Wall St. Rank hold MDIV as of Q3 2018.

SEI Investments reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 210 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2018, an estimated $4K.
SEI Investments first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2016 and held it in 3 quarters.
SEI Investments's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $28K in Q2 2016.
83 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.