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Stifel Nicolaus & Co’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$315K Sell
15,240
-11,839
-44% -$248K 0.01% 1122
2013
Q2 		$573K Buy
+27,079
New +$591K 0.01% 810

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Nicolaus & Co's MDIV Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 44% in Q3 2013, selling an estimated $248K and leaving 15,240 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1122.

Stifel Nicolaus & Co first reported a position in MDIV in Q2 2013 and has held it in 2 quarters since. The position peaked at $573K in Q2 2013. 39 funds tracked by Wall St. Rank hold MDIV as of Q3 2013.

  • Stifel Nicolaus & Co held 15,240 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $315K as of Q3 2013.
  • Stifel Nicolaus & Co sold 11,839 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2013, an estimated $248K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1122 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $573K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.