Thoroughbred Financial Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Thoroughbred Financial Services’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 Q4	–	Sell	-18,181	Closed	-$244K	–	242
2020 Q3	$244K	Sell	18,181 -8,387	-32%	-$117K	0.09%	205
2020 Q2	$364K	Buy	26,568 +7,325	+38%	+$97.6K	0.15%	154
2020 Q1	$226K	Sell	19,243 -1,447	-7%	-$23.9K	0.08%	219
2019 Q4	$389K	Buy	20,690 +7,574	+58%	+$140K	0.13%	171
2019 Q3	$242K	Buy	+13,116	New	+$241K	0.09%	208
2019 Q2	–	Sell	-12,534	Closed	-$230K	–	224
2019 Q1	$230K	Buy	+12,534	New	+$227K	0.09%	203

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

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

Thoroughbred Financial Services's MDIV Position: Q4 2020 in Review

Thoroughbred Financial Services sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2020, closing a stake of 18,181 shares — an estimated $244K sold.

Thoroughbred Financial Services first reported a position in MDIV in Q1 2019 and held it in 6 quarters. The position peaked at $389K in Q4 2019. 88 funds tracked by Wall St. Rank hold MDIV as of Q4 2020.

Thoroughbred Financial Services reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2020 after selling out during the quarter.
Thoroughbred Financial Services sold 18,181 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2020, an estimated $244K.
Thoroughbred Financial Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2019 and held it in 6 quarters.
Thoroughbred Financial Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $389K in Q4 2019.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2020.

Based on Thoroughbred Financial Services's 13F filing for Q4 2020, filed 26 Jan 2021.