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

Strategic Capital Group’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
2014
Q2 		$5.35M Buy
+239,128
New +$5.23M 1.67% 13

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Capital Group's MDIV Position: Q2 2014 in Review

Strategic Capital Group opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2014: 239,128 shares worth $5.35M. The stake represents 1.67% of the portfolio and ranks #13 among its holdings.

55 funds tracked by Wall St. Rank hold MDIV as of Q2 2014.

  • Strategic Capital Group held 239,128 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $5.35M as of Q2 2014.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Strategic Capital Group position in Q2 2014.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 1.67% of Strategic Capital Group's portfolio in Q2 2014, its #13 holding.
  • 55 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.