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

Titus Wealth 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
2021 Q4	–	Sell	-18,100	Closed	-$296K	–	175
2021 Q3	$296K	Sell	18,100 -9,000	-33%	-$150K	0.16%	109
2021 Q2	$460K	Hold	27,100	–	–	0.25%	70
2021 Q1	$438K	Hold	27,100	–	–	0.26%	70
2020 Q4	$407K	Hold	27,100	–	–	0.25%	74
2020 Q3	$364K	Hold	27,100	–	–	0.26%	70
2020 Q2	$371K	Hold	27,100	–	–	0.29%	66
2020 Q1	$318K	Hold	27,100	–	–	0.3%	62
2019 Q4	$509K	Hold	27,100	–	–	0.51%	47
2019 Q3	$499K	Hold	27,100	–	–	0.46%	44
2019 Q2	$501K	Hold	27,100	–	–	0.49%	42
2019 Q1	$498	Hold	27,100	–	–	0.44%	44
2018 Q4	$456	Sell	27,100 -26,791	-50%	-$477K	0.39%	42
2018 Q3	$999K	Buy	53,891 +1,000	+2%	+$18.6K	0.86%	22
2018 Q2	$967K	Buy	52,891 +1,056	+2%	+$19.3K	1.03%	19
2018 Q1	$752K	Sell	51,835 -2,400	-4%	-$44.6K	0.72%	24
2017 Q4	$1.03M	Buy	+54,235	New	+$1.03M	1.16%	19

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

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

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

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

TNBTD

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

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

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

Titus Wealth Management's MDIV Position: Q4 2021 in Review

Titus Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2021, closing a stake of 18,100 shares — an estimated $296K sold.

Titus Wealth Management first reported a position in MDIV in Q4 2017 and held it in 16 quarters. The position peaked at $1.03M in Q4 2017. 97 funds tracked by Wall St. Rank hold MDIV as of Q4 2021.

Titus Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2021 after selling out during the quarter.
Titus Wealth Management sold 18,100 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2021, an estimated $296K.
Titus Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 16 quarters.
Titus Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.03M in Q4 2017.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2021.

Based on Titus Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.