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

Win 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
2022 Q4	–	Sell	-1,734	Closed	-$25K	–	150
2022 Q3	$25K	Hold	1,734	–	–	0.01%	49
2022 Q2	$27K	Sell	1,734 -164,734	-99%	-$2.67M	0.05%	69
2022 Q1	$2.81M	Buy	+166,468	New	+$2.78M	0.74%	27

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

Win Advisors's MDIV Position: Q4 2022 in Review

Win Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2022, closing a stake of 1,734 shares — an estimated $25K sold.

Win Advisors first reported a position in MDIV in Q1 2022 and held it in 3 quarters. The position peaked at $2.81M in Q1 2022. 98 funds tracked by Wall St. Rank hold MDIV as of Q4 2022.

Win Advisors 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.
Win Advisors sold 1,734 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2022, an estimated $25K.
Win Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2022 and held it in 3 quarters.
Win Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2.81M in Q1 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 Win Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.