Sigma Planning Corp’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 | $803K | Sell |
50,786
-22,859
| -31% | -$361K | 0.02% | 577 |
|
2025
Q1 | $1.2M | Buy |
73,645
+2,167
| +3% | +$35.4K | 0.04% | 428 |
|
2024
Q4 | $1.15M | Buy |
71,478
+1,505
| +2% | +$24.3K | 0.04% | 445 |
|
2024
Q3 | $1.16M | Sell |
69,973
-297
| -0.4% | -$4.94K | 0.04% | 458 |
|
2024
Q2 | $1.1M | Sell |
70,270
-1,202
| -2% | -$18.9K | 0.04% | 454 |
|
2024
Q1 | $1.13M | Buy |
71,472
+31,179
| +77% | +$492K | 0.04% | 464 |
|
2023
Q4 | $631K | Sell |
40,293
-28,315
| -41% | -$443K | 0.05% | 385 |
|
2023
Q3 | $1M | Sell |
68,608
-1,817
| -3% | -$26.5K | 0.04% | 465 |
|
2023
Q2 | $1.03M | Sell |
70,425
-22,853
| -24% | -$333K | 0.04% | 448 |
|
2023
Q1 | $1.37M | Buy |
93,278
+8,796
| +10% | +$129K | 0.05% | 403 |
|
2022
Q4 | $1.26M | Sell |
84,482
-3,193
| -4% | -$47.8K | 0.05% | 403 |
|
2022
Q3 | $1.27M | Buy |
87,675
+2,496
| +3% | +$36K | 0.05% | 374 |
|
2022
Q2 | $1.29M | Buy |
85,179
+3,243
| +4% | +$49.2K | 0.04% | 379 |
|
2022
Q1 | $1.38M | Sell |
81,936
-3,353
| -4% | -$56.5K | 0.04% | 416 |
|
2021
Q4 | $1.42M | Buy |
85,289
+3,037
| +4% | +$50.4K | 0.04% | 418 |
|
2021
Q3 | $1.35M | Buy |
82,252
+1,025
| +1% | +$16.8K | 0.04% | 442 |
|
2021
Q2 | $1.38M | Buy |
81,227
+1,195
| +1% | +$20.3K | 0.04% | 436 |
|
2021
Q1 | $1.29M | Buy |
80,032
+55,886
| +231% | +$903K | 0.04% | 421 |
|
2020
Q4 | $363K | Sell |
24,146
-12,911
| -35% | -$194K | 0.01% | 793 |
|
2020
Q3 | $498K | Buy |
37,057
+2,919
| +9% | +$39.2K | 0.02% | 604 |
|
2020
Q2 | $467K | Buy |
34,138
+2,284
| +7% | +$31.2K | 0.02% | 614 |
|
2020
Q1 | $374K | Sell |
31,854
-9,576
| -23% | -$112K | 0.02% | 573 |
|
2019
Q4 | $778K | Sell |
41,430
-1,869
| -4% | -$35.1K | 0.03% | 462 |
|
2019
Q3 | $798K | Buy |
43,299
+4,908
| +13% | +$90.5K | 0.04% | 437 |
|
2019
Q2 | $710K | Buy |
38,391
+9,241
| +32% | +$171K | 0.04% | 439 |
|
2019
Q1 | $536K | Buy |
29,150
+1,029
| +4% | +$18.9K | 0.03% | 488 |
|
2018
Q4 | $473K | Sell |
28,121
-357
| -1% | -$6.01K | 0.03% | 455 |
|
2018
Q3 | $528K | Buy |
28,478
+949
| +3% | +$17.6K | 0.03% | 466 |
|
2018
Q2 | $504K | Buy |
27,529
+4,431
| +19% | +$81.1K | 0.03% | 451 |
|
2018
Q1 | $413K | Buy |
23,098
+259
| +1% | +$4.63K | 0.03% | 491 |
|
2017
Q4 | $434K | Sell |
22,839
-1,684
| -7% | -$32K | 0.03% | 477 |
|
2017
Q3 | $470K | Sell |
24,523
-159
| -0.6% | -$3.05K | 0.04% | 450 |
|
2017
Q2 | $476K | Sell |
24,682
-39
| -0.2% | -$752 | 0.04% | 423 |
|
2017
Q1 | $483K | Buy |
24,721
+4,483
| +22% | +$87.6K | 0.05% | 407 |
|
2016
Q4 | $387K | Sell |
20,238
-975
| -5% | -$18.6K | 0.04% | 433 |
|
2016
Q3 | $401K | Buy |
21,213
+1,079
| +5% | +$20.4K | 0.05% | 409 |
|
2016
Q2 | $389K | Sell |
20,134
-417
| -2% | -$8.06K | 0.05% | 393 |
|
2016
Q1 | $381K | Sell |
20,551
-6,143
| -23% | -$114K | 0.05% | 376 |
|
2015
Q4 | $490K | Sell |
26,694
-5,221
| -16% | -$95.8K | 0.07% | 316 |
|
2015
Q3 | $587K | Buy |
31,915
+3,211
| +11% | +$59.1K | 0.09% | 254 |
|
2015
Q2 | $573K | Buy |
28,704
+9,289
| +48% | +$185K | 0.08% | 294 |
|
2015
Q1 | $409K | Sell |
19,415
-4,033
| -17% | -$85K | 0.05% | 405 |
|
2014
Q4 | $499K | Buy |
+23,448
| New | +$499K | 0.07% | 332 |
|