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

WFA Asset 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
2022 Q4	–	Sell	-514	Closed	-$7.42K	–	238
2022 Q3	$7.42K	Buy	+514	New	+$8.11K	0.01%	170

Other funds holding MDIV

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

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

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

StoneX Group New York $1.86B AUM 21.3% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFA Asset Management's MDIV Position: Q4 2022 in Review

WFA Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2022, closing a stake of 514 shares — an estimated $7.42K sold.

WFA Asset Management first reported a position in MDIV in Q3 2022 and held it in 1 quarter. The position peaked at $7.42K in Q3 2022. 98 funds tracked by Wall St. Rank hold MDIV as of Q4 2022.

WFA Asset Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2022 after selling out during the quarter.
WFA Asset Management sold 514 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2022, an estimated $7.42K.
WFA Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2022 and held it in 1 quarter.
WFA Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $7.42K in Q3 2022.
98 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2022.

Based on WFA Asset Management's 13F filing for Q4 2022, filed 13 Oct 2023.