WealthPlan Investment Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

WealthPlan Investment Management’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 Q2	–	Sell	-8,705	Closed	-$128K	–	431
2023 Q1	$128K	Buy	+8,705	New	+$133K	0.02%	183

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

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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPlan Investment Management's MDIV Position: Q2 2023 in Review

WealthPlan Investment Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2023, closing a stake of 8,705 shares — an estimated $128K sold.

WealthPlan Investment Management first reported a position in MDIV in Q1 2023 and held it in 1 quarter. The position peaked at $128K in Q1 2023. 93 funds tracked by Wall St. Rank hold MDIV as of Q2 2023.

WealthPlan Investment Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2023 after selling out during the quarter.
WealthPlan Investment Management sold 8,705 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2023, an estimated $128K.
WealthPlan Investment Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2023 and held it in 1 quarter.
WealthPlan Investment Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $128K in Q1 2023.
93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.