TrueWealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Sell |
53,350
-14,192
| -21% | -$224K | 0.25% | 73 |
|
|
2025
Q1 | $1.1M | Sell |
67,542
-3,995
| -6% | -$65.3K | 0.36% | 55 |
|
|
2024
Q4 | $1.16M | Sell |
71,537
-4,251
| -6% | -$68.7K | 0.39% | 60 |
|
|
2024
Q3 | $1.26M | Sell |
75,788
-273
| -0.4% | -$4.54K | 0.42% | 52 |
|
|
2024
Q2 | $1.2M | Sell |
76,061
-4,907
| -6% | -$77.1K | 0.44% | 46 |
|
|
2024
Q1 | $1.28M | Sell |
80,968
-19,529
| -19% | -$308K | 0.49% | 44 |
|
|
2023
Q4 | $1.57M | Sell |
100,497
-11,290
| -10% | -$177K | 0.61% | 33 |
|
|
2023
Q3 | $1.63M | Buy |
111,787
+1,134
| +1% | +$16.6K | 0.69% | 31 |
|
|
2023
Q2 | $1.61M | Buy |
110,653
+15,444
| +16% | +$225K | 0.66% | 34 |
|
|
2023
Q1 | $1.4M | Buy |
95,209
+20,975
| +28% | +$307K | 0.59% | 39 |
|
|
2022
Q4 | $1.11M | Buy |
74,234
+18,318
| +33% | +$274K | 0.49% | 41 |
|
|
2022
Q3 | $807K | Buy |
+55,916
| New | +$807K | 0.38% | 57 |
|