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

Strategic Capital Alternatives’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
2015 Q3	$37K	Sell	2,032 -139,889	-99%	-$2.72M	0.01%	223
2015 Q2	$2.88M	Buy	141,921 +1,117	+0.8%	+$23.4K	0.69%	49
2015 Q1	$2.96M	Buy	140,804 +49,592	+54%	+$1.06M	0.74%	50
2014 Q4	$1.94M	Sell	91,212 -136,525	-60%	-$2.94M	0.75%	56
2014 Q3	$4.9M	Buy	+227,737	New	+$5.02M	1.73%	9

Other funds holding MDIV

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $705M AUM 17.82% 1-Year Est. Return