WFG Advisors’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

WFG Advisors’s Portfolio YDIV Stock Details YDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$183K	Buy	10,189 +478	+5%	+$8.42K	0.04%	386
2017 Q1	$170K	Buy	9,711 +2,236	+30%	+$37.7K	0.05%	367
2016 Q4	$119K	Buy	7,475 +27	+0.4%	+$437	0.03%	480
2016 Q3	$127K	Buy	7,448 +8	+0.1%	+$138	0.03%	470
2016 Q2	$124K	Buy	7,440 +2,227	+43%	+$37.5K	0.03%	450
2016 Q1	$89K	Buy	5,213 +2,078	+66%	+$32.2K	0.03%	504
2015 Q4	$52K	Buy	3,135 +1,316	+72%	+$21.6K	0.02%	651
2015 Q3	$29K	Buy	1,819 +706	+63%	+$12K	0.01%	793
2015 Q2	$20K	Buy	1,113 +7	+0.6%	+$133	0.01%	985
2015 Q1	$21K	Buy	1,106 +2	+0.2%	+$38	0.01%	979
2014 Q4	$21K	Buy	+1,104	New	+$22K	﹤0.01%	1218

Other funds holding YDIV

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

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

WFG Advisors's YDIV Position: Q2 2017 in Review

WFG Advisors increased its First Trust International Multi-Asset Diversified Income Index Fund (YDIV) stake by 4.9% in Q2 2017, buying an estimated $8.42K and bringing the position to 10,189 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #386.

WFG Advisors first reported a position in YDIV in Q4 2014 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold YDIV as of Q2 2017.

WFG Advisors held 10,189 shares of First Trust International Multi-Asset Diversified Income Index Fund worth $183K as of Q2 2017.
WFG Advisors bought 478 First Trust International Multi-Asset Diversified Income Index Fund shares in Q2 2017, an estimated $8.42K.
First Trust International Multi-Asset Diversified Income Index Fund made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #386 holding.
WFG Advisors first reported a position in First Trust International Multi-Asset Diversified Income Index Fund in Q4 2014 and has held it in 11 quarters since.
11 funds tracked by Wall St. Rank held First Trust International Multi-Asset Diversified Income Index Fund as of Q2 2017.

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