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

Simplicity Solutions’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
2020 Q3	–	Sell	-21,009	Closed	-$288K	–	911
2020 Q2	$288K	Buy	21,009 +1,307	+7%	+$17.4K	0.01%	734
2020 Q1	$231K	Buy	19,702 +6,148	+45%	+$102K	0.01%	655
2019 Q4	$255K	Buy	+13,554	New	+$250K	0.01%	730
2016 Q1	–	Sell	-132,115	Closed	-$2.42M	–	376
2015 Q4	$2.42M	Buy	+132,115	New	+$2.47M	0.29%	94

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Simplicity Solutions's MDIV Position: Q3 2020 in Review

Simplicity Solutions sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2020, closing a stake of 21,009 shares — an estimated $288K sold.

Simplicity Solutions first reported a position in MDIV in Q4 2015 and held it in 4 quarters. The position peaked at $2.42M in Q4 2015. 84 funds tracked by Wall St. Rank hold MDIV as of Q3 2020.

Simplicity Solutions reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 21,009 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2020, an estimated $288K.
Simplicity Solutions first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2015 and held it in 4 quarters.
Simplicity Solutions's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2.42M in Q4 2015.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.