United Capital Financial Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

United Capital Financial 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
2020 Q2	–	Sell	-10,025	Closed	-$118K	–	1226
2020 Q1	$118K	Buy	+10,025	New	+$166K	﹤0.01%	1115
2018 Q4	–	Sell	-10,344	Closed	-$192K	–	1344
2018 Q3	$192K	Sell	10,344 -1,950	-16%	-$36.3K	﹤0.01%	1260
2018 Q2	$225K	Sell	12,294 -2,035	-14%	-$37.1K	﹤0.01%	1189
2018 Q1	$256K	Sell	14,329 -3,254	-19%	-$60.5K	﹤0.01%	1146
2017 Q4	$334K	Sell	17,583 -2,543	-13%	-$48.3K	﹤0.01%	1075
2017 Q3	$386K	Buy	20,126 +1,061	+6%	+$20.4K	﹤0.01%	1036
2017 Q2	$368K	Buy	+19,065	New	+$370K	﹤0.01%	1011
2017 Q1	–	Sell	-10,142	Closed	-$194K	–	1267
2016 Q4	$194K	Buy	+10,142	New	+$189K	﹤0.01%	1190
2016 Q3	–	Sell	-10,927	Closed	-$208K	–	1293
2016 Q2	$208K	Hold	10,927	–	–	﹤0.01%	1160
2016 Q1	$203K	Sell	10,927 -11,062	-50%	-$195K	﹤0.01%	1120
2015 Q4	$403K	Buy	21,989 +1,267	+6%	+$23.7K	﹤0.01%	937
2015 Q3	$381K	Sell	20,722 -4,227	-17%	-$82.3K	﹤0.01%	980
2015 Q2	$498K	Sell	24,949 -23,214	-48%	-$485K	0.01%	924
2015 Q1	$1.02M	Buy	48,163 +18,308	+61%	+$390K	0.01%	717
2014 Q4	$635K	Buy	+29,855	New	+$643K	0.01%	750

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

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

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

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

United Capital Financial Advisors's MDIV Position: Q2 2020 in Review

United Capital Financial Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2020, closing a stake of 10,025 shares — an estimated $118K sold.

United Capital Financial Advisors first reported a position in MDIV in Q4 2014 and held it in 15 quarters. The position peaked at $1.02M in Q1 2015. 94 funds tracked by Wall St. Rank hold MDIV as of Q2 2020.

United Capital Financial Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 10,025 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2020, an estimated $118K.
United Capital Financial Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2014 and held it in 15 quarters.
United Capital Financial Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.02M in Q1 2015.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.