Spire Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Spire Wealth Management’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
2024 Q3	–	Sell	-2,571	Closed	-$40.4K	–	2235
2024 Q2	$40.4K	Sell	2,571 -662	-20%	-$10.4K	﹤0.01%	1192
2024 Q1	$51.1K	Hold	3,233	–	–	﹤0.01%	1208
2023 Q4	$50K	Buy	3,233 +818	+34%	+$12.2K	﹤0.01%	1205
2023 Q3	$35.3K	Buy	2,415 +168	+7%	+$2.5K	﹤0.01%	1297
2023 Q2	$32.7K	Sell	2,247 -400	-15%	-$5.79K	﹤0.01%	1379
2023 Q1	$38.8K	Buy	2,647 +2,047	+341%	+$31.4K	﹤0.01%	1308
2022 Q4	$9K	Buy	+600	New	+$9.09K	﹤0.01%	1662
2022 Q3	–	Sell	-400	Closed	-$6K	–	2438
2022 Q2	$6K	Sell	400 -400	-50%	-$6.49K	﹤0.01%	2079
2022 Q1	$13K	Sell	800 -897	-53%	-$15K	﹤0.01%	1952
2021 Q4	$28K	Buy	1,697 +600	+55%	+$9.94K	﹤0.01%	1991
2021 Q3	$18K	Hold	1,097	–	–	﹤0.01%	1903
2021 Q2	$19K	Sell	1,097 -5,940	-84%	-$99.8K	﹤0.01%	1890
2021 Q1	$114K	Buy	+7,037	New	+$110K	﹤0.01%	1351

Other funds holding MDIV

FAM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Spire Wealth Management's MDIV Position: Q3 2024 in Review

Spire Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2024, closing a stake of 2,571 shares — an estimated $40.4K sold.

Spire Wealth Management first reported a position in MDIV in Q1 2021 and held it in 13 quarters. The position peaked at $114K in Q1 2021. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2024.

Spire Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 2,571 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2024, an estimated $40.4K.
Spire Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $114K in Q1 2021.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.