Sowell Financial Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-620	Closed	-$10K	–	1827
2021 Q1	$10K	Buy	620 +194	+46%	+$3.03K	﹤0.01%	2316
2020 Q4	$6K	Hold	426	–	–	﹤0.01%	2214
2020 Q3	$6K	Sell	426 -2,130	-83%	-$29.6K	﹤0.01%	1951
2020 Q2	$35K	Sell	2,556 -13,698	-84%	-$183K	﹤0.01%	1283
2020 Q1	$191K	Buy	16,254 +5,774	+55%	+$95.6K	0.01%	662
2019 Q4	$197K	Buy	10,480 +141	+1%	+$2.6K	0.02%	720
2019 Q3	$191K	Buy	+10,339	New	+$190K	0.02%	662
2019 Q1	$190K	Buy	+10,336	New	+$187K	0.02%	530
2018 Q3	–	Sell	-11,315	Closed	-$211K	–	430
2018 Q2	$211K	Sell	11,315 -6,907	-38%	-$126K	0.04%	263
2018 Q1	$329K	Buy	18,222 +1,363	+8%	+$25.4K	0.08%	205
2017 Q4	$324K	Sell	16,859 -222	-1%	-$4.22K	0.08%	202
2017 Q3	$325K	Buy	17,081 +103	+0.6%	+$1.98K	0.08%	189
2017 Q2	$328K	Buy	+16,978	New	+$330K	0.09%	183
2017 Q1	–	Sell	-3,133	Closed	-$62K	–	446
2016 Q4	$62K	Buy	+3,133	New	+$58.5K	0.02%	318

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

FAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's MDIV Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2021, closing a stake of 620 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in MDIV in Q4 2016 and held it in 14 quarters. The position peaked at $329K in Q1 2018. 87 funds tracked by Wall St. Rank hold MDIV as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 620 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2021, an estimated $10K.
Sowell Financial Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and held it in 14 quarters.
Sowell Financial Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $329K in Q1 2018.
87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.