William Blair & Company’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

William Blair & Company’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 Q1	–	Sell	-813	Closed	-$13K	–	1964
2021 Q4	$13K	Hold	813	–	–	﹤0.01%	1878
2021 Q3	$13K	Hold	813	–	–	﹤0.01%	1791
2021 Q2	$14K	Buy	+813	New	+$13.7K	﹤0.01%	1797
2020 Q2	–	Sell	-112	Closed	-$1K	–	1717
2020 Q1	$1K	Hold	112	–	–	﹤0.01%	1642
2019 Q4	$2K	Sell	112 -925	-89%	-$17.1K	﹤0.01%	1703
2019 Q3	$19K	Buy	1,037 +13	+1%	+$239	﹤0.01%	1552
2019 Q2	$19K	Buy	1,024 +14	+1%	+$259	﹤0.01%	1592
2019 Q1	$19K	Buy	1,010 +14	+1%	+$253	﹤0.01%	1573
2018 Q4	$17K	Buy	996 +884	+789%	+$15.8K	﹤0.01%	1510
2018 Q3	$2K	Hold	112	–	–	﹤0.01%	1613
2018 Q2	$2K	Hold	112	–	–	﹤0.01%	1581
2018 Q1	$2K	Buy	+112	New	+$2.08K	﹤0.01%	1498

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

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

RJA

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

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

William Blair & Company's MDIV Position: Q1 2022 in Review

William Blair & Company sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2022, closing a stake of 813 shares — an estimated $13K sold.

William Blair & Company first reported a position in MDIV in Q1 2018 and held it in 12 quarters. The position peaked at $19K in Q3 2019. 93 funds tracked by Wall St. Rank hold MDIV as of Q1 2022.

William Blair & Company reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2022 after selling out during the quarter.
William Blair & Company sold 813 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2022, an estimated $13K.
William Blair & Company first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2018 and held it in 12 quarters.
William Blair & Company's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $19K in Q3 2019.
93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2022.

Based on William Blair & Company's 13F filing for Q1 2022, filed 13 May 2022.