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

WMS Partners’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
2019
Q4 		– Sell
-12,145
Closed -$224K – 229
2019
Q3 		$224K Buy
+12,145
New +$223K 0.05% 203

Other funds holding MDIV

TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMS Partners's MDIV Position: Q4 2019 in Review

WMS Partners sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2019, closing a stake of 12,145 shares — an estimated $224K sold.

WMS Partners first reported a position in MDIV in Q3 2019 and held it in 1 quarter. The position peaked at $224K in Q3 2019. 101 funds tracked by Wall St. Rank hold MDIV as of Q4 2019.

  • WMS Partners reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2019 after selling out during the quarter.
  • WMS Partners sold 12,145 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2019, an estimated $224K.
  • WMS Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2019 and held it in 1 quarter.
  • WMS Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $224K in Q3 2019.
  • 101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2019.

Based on WMS Partners's 13F filing for Q4 2019, filed 13 Feb 2020.