SFS
YDIV

Sowell Financial Services’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

Sowell Financial Services’s Portfolio YDIV Stock Details YDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,490
Closed -$26K – 664
2016
Q4 		$26K Buy
+1,490
New +$24.1K 0.01% 400

Other funds holding YDIV

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VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sowell Financial Services's YDIV Position: Q1 2017 in Review

Sowell Financial Services sold out of First Trust International Multi-Asset Diversified Income Index Fund (YDIV) in Q1 2017, closing a stake of 1,490 shares — an estimated $26K sold.

Sowell Financial Services first reported a position in YDIV in Q4 2016 and held it in 1 quarter. The position peaked at $26K in Q4 2016. 10 funds tracked by Wall St. Rank hold YDIV as of Q1 2017.

  • Sowell Financial Services reported no remaining First Trust International Multi-Asset Diversified Income Index Fund position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,490 First Trust International Multi-Asset Diversified Income Index Fund shares in Q1 2017, an estimated $26K.
  • Sowell Financial Services first reported a position in First Trust International Multi-Asset Diversified Income Index Fund in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's First Trust International Multi-Asset Diversified Income Index Fund position peaked at $26K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held First Trust International Multi-Asset Diversified Income Index Fund as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.