Steward Partners Investment Advisory’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 | $30K | Sell |
1,898
-13
| -0.7% | -$206 | ﹤0.01% | 2738 |
|
|
2025
Q1 | $31.2K | Buy |
+1,911
| New | +$31.2K | ﹤0.01% | 2609 |
|
|
2022
Q3 | – | Sell |
-751
| Closed | -$11K | – | 3322 |
|
|
2022
Q2 | $11K | Sell |
751
-1,133
| -60% | -$16.6K | ﹤0.01% | 2491 |
|
|
2022
Q1 | $32K | Hold |
1,884
| – | – | ﹤0.01% | 2146 |
|
|
2021
Q4 | $31K | Sell |
1,884
-13
| -0.7% | -$214 | ﹤0.01% | 2122 |
|
|
2021
Q3 | $31K | Sell |
1,897
-1,597
| -46% | -$26.1K | ﹤0.01% | 2115 |
|
|
2021
Q2 | $59K | Buy |
3,494
+637
| +22% | +$10.8K | ﹤0.01% | 2979 |
|
|
2021
Q1 | $46.1K | Buy |
2,857
+117
| +4% | +$1.89K | ﹤0.01% | 2030 |
|
|
2020
Q4 | $41K | Sell |
2,740
-1,097
| -29% | -$16.4K | ﹤0.01% | 1755 |
|
|
2020
Q3 | $52K | Hold |
3,837
| – | – | ﹤0.01% | 1486 |
|
|
2020
Q2 | $53K | Sell |
3,837
-2,533
| -40% | -$35K | ﹤0.01% | 1391 |
|
|
2020
Q1 | $74K | Buy |
6,370
+87
| +1% | +$1.01K | ﹤0.01% | 1112 |
|
|
2019
Q4 | $118K | Sell |
6,283
-632
| -9% | -$11.9K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $127K | Sell |
6,915
-600
| -8% | -$11K | ﹤0.01% | 996 |
|
|
2019
Q2 | $139K | Buy |
+7,515
| New | +$139K | 0.01% | 926 |
|
|
2018
Q4 | – | Sell |
-8,187
| Closed | -$152K | – | 1574 |
|
|
2018
Q3 | $152K | Sell |
8,187
-451
| -5% | -$8.37K | 0.01% | 798 |
|
|
2018
Q2 | $158K | Sell |
8,638
-147
| -2% | -$2.69K | 0.01% | 715 |
|
|
2018
Q1 | $157K | Hold |
8,785
| – | – | 0.01% | 664 |
|
|
2017
Q4 | $167K | Sell |
8,785
-531
| -6% | -$10.1K | 0.01% | 558 |
|
|
2017
Q3 | $178K | Buy |
9,316
+733
| +9% | +$14K | 0.02% | 457 |
|
|
2017
Q2 | $165K | Sell |
8,583
-434
| -5% | -$8.34K | 0.02% | 434 |
|
|
2017
Q1 | $176K | Buy |
9,017
+3,011
| +50% | +$58.8K | 0.03% | 340 |
|
|
2016
Q4 | $114K | Buy |
+6,006
| New | +$114K | 0.05% | 238 |
|