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

Wintrust Investments’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	–	Sell	-65,310	Closed	-$1.28M	–	298
2017 Q1	$1.28M	Buy	+65,310	New	+$1.27M	0.36%	65
2016 Q4	–	Sell	-56,740	Closed	-$1.07M	–	236
2016 Q3	$1.07M	Buy	+56,740	New	+$1.1M	0.5%	32

Other funds holding MDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wintrust Investments's MDIV Position: Q2 2017 in Review

Wintrust Investments sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2017, closing a stake of 65,310 shares — an estimated $1.28M sold.

Wintrust Investments first reported a position in MDIV in Q3 2016 and held it in 2 quarters. The position peaked at $1.28M in Q1 2017. 82 funds tracked by Wall St. Rank hold MDIV as of Q2 2017.

Wintrust Investments reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2017 after selling out during the quarter.
Wintrust Investments sold 65,310 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2017, an estimated $1.28M.
Wintrust Investments first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2016 and held it in 2 quarters.
Wintrust Investments's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.28M in Q1 2017.
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 Wintrust Investments's 13F filing for Q2 2017, filed 4 Aug 2017.