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

Tradition 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
2024 Q1	–	Sell	-1,564	Closed	-$24K	–	862
2023 Q4	$24K	Buy	1,564 +26	+2%	+$387	﹤0.01%	792
2023 Q3	$22K	Sell	1,538 -686	-31%	-$10.2K	﹤0.01%	819
2023 Q2	$32K	Buy	2,224 +36	+2%	+$522	﹤0.01%	745
2023 Q1	$32K	Buy	2,188 +892	+69%	+$13.7K	﹤0.01%	732
2022 Q4	$19K	Buy	1,296 +841	+185%	+$12.7K	﹤0.01%	762
2022 Q3	$7K	Buy	+455	New	+$7.18K	﹤0.01%	1006

Other funds holding MDIV

FAM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Tradition Wealth Management's MDIV Position: Q1 2024 in Review

Tradition Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2024, closing a stake of 1,564 shares — an estimated $24K sold.

Tradition Wealth Management first reported a position in MDIV in Q3 2022 and held it in 6 quarters. The position peaked at $32K in Q2 2023. 100 funds tracked by Wall St. Rank hold MDIV as of Q1 2024.

Tradition Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,564 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2024, an estimated $24K.
Tradition Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $32K in Q2 2023.
100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.