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

WFG 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
2017 Q2	$241K	Sell	12,504 -352	-3%	-$6.84K	0.05%	329
2017 Q1	$251K	Sell	12,856 -647	-5%	-$12.6K	0.07%	291
2016 Q4	$258K	Sell	13,503 -178	-1%	-$3.33K	0.06%	309
2016 Q3	$259K	Buy	13,681 +373	+3%	+$7.25K	0.06%	305
2016 Q2	$257K	Buy	13,308 +3,681	+38%	+$70K	0.07%	270
2016 Q1	$179K	Buy	9,627 +502	+6%	+$8.85K	0.05%	326
2015 Q4	$167K	Buy	9,125 +1,604	+21%	+$30K	0.05%	335
2015 Q3	$138K	Buy	7,521 +373	+5%	+$7.26K	0.04%	378
2015 Q2	$143K	Buy	7,148 +563	+9%	+$11.8K	0.04%	429
2015 Q1	$139K	Buy	6,585 +514	+8%	+$10.9K	0.04%	443
2014 Q4	$129K	Sell	6,071 -362	-6%	-$7.8K	0.03%	561
2014 Q3	$138K	Buy	6,433 +808	+14%	+$17.8K	0.03%	549
2014 Q2	$126K	Buy	5,625 +178	+3%	+$3.89K	0.02%	578
2014 Q1	$117K	Sell	5,447 -156	-3%	-$3.28K	0.02%	588
2013 Q4	$117K	Buy	5,603 +4,420	+374%	+$92.2K	0.02%	687
2013 Q3	$24K	Buy	1,183 +933	+373%	+$19.6K	﹤0.01%	1207
2013 Q2	$5K	Buy	+250	New	+$5.46K	﹤0.01%	1666

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WFG Advisors's MDIV Position: Q2 2017 in Review

WFG Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 2.7% in Q2 2017, selling an estimated $6.84K and leaving 12,504 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #329.

WFG Advisors first reported a position in MDIV in Q2 2013 and has held it in 17 quarters since. The position peaked at $259K in Q3 2016. 82 funds tracked by Wall St. Rank hold MDIV as of Q2 2017.

WFG Advisors held 12,504 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $241K as of Q2 2017.
WFG Advisors sold 352 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2017, an estimated $6.84K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #329 holding.
WFG Advisors 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 17 quarters since.
WFG Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $259K in Q3 2016.
82 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.