United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,025
| Closed | -$118K | – | 1219 |
|
|
2020
Q1 | $118K | Buy |
+10,025
| New | +$118K | ﹤0.01% | 1110 |
|
|
2018
Q4 | – | Sell |
-10,344
| Closed | -$192K | – | 1344 |
|
|
2018
Q3 | $192K | Sell |
10,344
-1,950
| -16% | -$36.2K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $225K | Sell |
12,294
-2,035
| -14% | -$37.2K | ﹤0.01% | 1189 |
|
|
2018
Q1 | $256K | Sell |
14,329
-3,254
| -19% | -$58.1K | ﹤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% | +$20.3K | ﹤0.01% | 1036 |
|
|
2017
Q2 | $368K | Buy |
+19,065
| New | +$368K | ﹤0.01% | 1011 |
|
|
2017
Q1 | – | Sell |
-10,142
| Closed | -$194K | – | 1267 |
|
|
2016
Q4 | $194K | Buy |
+10,142
| New | +$194K | ﹤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% | -$206K | ﹤0.01% | 1120 |
|
|
2015
Q4 | $403K | Buy |
21,989
+1,267
| +6% | +$23.2K | ﹤0.01% | 937 |
|
|
2015
Q3 | $381K | Sell |
20,722
-4,227
| -17% | -$77.7K | ﹤0.01% | 980 |
|
|
2015
Q2 | $498K | Sell |
24,949
-23,214
| -48% | -$463K | 0.01% | 924 |
|
|
2015
Q1 | $1.02M | Buy |
48,163
+18,308
| +61% | +$387K | 0.01% | 717 |
|
|
2014
Q4 | $635K | Buy |
+29,855
| New | +$635K | 0.01% | 750 |
|