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Winslow Evans & Crocker’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$13K Buy
850
+125
+17% +$1.81K ﹤0.01% 898
2020
Q3 		$10K Buy
725
+150
+26% +$2.09K ﹤0.01% 752
2020
Q2 		$8K Sell
575
-1
-0.2% -$13 ﹤0.01% 786
2020
Q1 		$8K Hold
576
– – ﹤0.01% 760
2019
Q4 		$12K Hold
576
– – ﹤0.01% 777
2019
Q3 		$12K Buy
576
+100
+21% +$1.84K ﹤0.01% 761
2019
Q2 		$10K Buy
+476
New +$8.82K ﹤0.01% 831
2017
Q1 		– Sell
-3,250
Closed -$62.1K – 1263
2016
Q4 		$62.1K Sell
3,250
-4,186
-56% -$78.2K 0.02% 487
2016
Q3 		$141K Sell
7,436
-1,194
-14% -$23.2K 0.04% 345
2016
Q2 		$167K Sell
8,630
-593
-6% -$11.3K 0.05% 300
2016
Q1 		$171K Sell
9,223
-1,147
-11% -$20.2K 0.05% 293
2015
Q4 		$190K Sell
10,370
-2,244
-18% -$41.9K 0.05% 296
2015
Q3 		$232K Sell
12,614
-996
-7% -$19.4K 0.07% 248
2015
Q2 		$272K Sell
13,610
-1,646
-11% -$34.4K 0.08% 254
2015
Q1 		$321K Buy
15,256
+4
+0% +$85 0.09% 230
2014
Q4 		$324K Buy
15,252
+5,902
+63% +$127K 0.09% 219
2014
Q3 		$201K Hold
9,350
– – 0.06% 306
2014
Q2 		$209K Buy
9,350
+2,000
+27% +$43.7K 0.07% 255
2014
Q1 		$157K Buy
7,350
+3,900
+113% +$82.1K 0.05% 292
2013
Q4 		$72K Buy
+3,450
New +$72K 0.02% 452

Other funds holding MDIV

TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's MDIV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 17% in Q4 2020, buying an estimated $1.81K and bringing the position to 850 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Winslow Evans & Crocker first reported a position in MDIV in Q4 2013 and has held it in 20 quarters since. The position peaked at $324K in Q4 2014. 88 funds tracked by Wall St. Rank hold MDIV as of Q4 2020.

  • Winslow Evans & Crocker held 850 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $13K as of Q4 2020.
  • Winslow Evans & Crocker bought 125 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2020, an estimated $1.81K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #898 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2013 and has held it in 20 quarters since.
  • Winslow Evans & Crocker's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $324K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.