UBS’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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-200
Closed -$4K 10604
2013
Q3
$4K Buy
+200
New +$4.2K ﹤0.01% 9577

Other funds holding MDIV

UBS's MDIV Position: Q3 2014 in Review

UBS increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 13% in Q3 2014, buying an estimated $2.46M and bringing the position to 1,003,041 shares worth $21.6M. The position accounts for 0.02% of the portfolio, ranked #912.

UBS first reported a position in MDIV in Q2 2013 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold MDIV as of Q3 2014.

  • UBS held 1,003,041 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $21.6M as of Q3 2014.
  • UBS bought 111,707 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2014, an estimated $2.46M.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.02% of UBS's portfolio in Q3 2014, its #912 holding.
  • UBS first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2013 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.