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

Stonehearth Capital 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
2020 Q1	–	Sell	-12,349	Closed	-$232K	–	56
2019 Q4	$232K	Hold	12,349	–	–	0.15%	54
2019 Q3	$228K	Sell	12,349 -2,126	-15%	-$39.1K	0.17%	50
2019 Q2	$268K	Sell	14,475 -2,558	-15%	-$47.4K	0.2%	45
2019 Q1	$313K	Hold	17,033	–	–	0.24%	40
2018 Q4	$287K	Buy	+17,033	New	+$303K	0.24%	37
2015 Q4	–	Sell	-16,389	Closed	-$301K	–	45
2015 Q3	$301K	Buy	+16,389	New	+$319K	0.22%	35

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Stonehearth Capital Management's MDIV Position: Q1 2020 in Review

Stonehearth Capital Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2020, closing a stake of 12,349 shares — an estimated $232K sold.

Stonehearth Capital Management first reported a position in MDIV in Q3 2015 and held it in 6 quarters. The position peaked at $313K in Q1 2019. 94 funds tracked by Wall St. Rank hold MDIV as of Q1 2020.

Stonehearth Capital Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2020 after selling out during the quarter.
Stonehearth Capital Management sold 12,349 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2020, an estimated $232K.
Stonehearth Capital Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2015 and held it in 6 quarters.
Stonehearth Capital Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $313K in Q1 2019.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2020.

Based on Stonehearth Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.