U.S. Capital Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q3	–	Sell	-18,857	Closed	-$275K	–	665
2023 Q2	$275K	Sell	18,857 -3,650	-16%	-$52.9K	0.01%	554
2023 Q1	$330K	Buy	22,507 +2,050	+10%	+$31.4K	0.02%	517
2022 Q4	$306K	Hold	20,457	–	–	0.01%	528
2022 Q3	$295K	Hold	20,457	–	–	0.01%	519
2022 Q2	$310K	Buy	20,457 +996	+5%	+$16.2K	0.01%	548
2022 Q1	$328K	Buy	19,461 +1,500	+8%	+$25K	0.01%	587
2021 Q4	$298K	Buy	17,961 +2,000	+13%	+$33.1K	0.01%	598
2021 Q3	$262K	Buy	+15,961	New	+$266K	0.01%	634

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

U.S. Capital Wealth Advisors's MDIV Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2023, closing a stake of 18,857 shares — an estimated $275K sold.

U.S. Capital Wealth Advisors first reported a position in MDIV in Q3 2021 and held it in 8 quarters. The position peaked at $330K in Q1 2023. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 18,857 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2023, an estimated $275K.
U.S. Capital Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $330K in Q1 2023.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.