Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
30 Jun ‘23
2001
160 -12 -7% 163%
2002
133 -10 -7% 57.2%
2003
93 -7 -7% 85.3%
MDIV icon
2004
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$402M
93 -7 -7% 10.7%
2005
119 -9 -7% 99.6%
2006
66 -5 -7% 123%
2007
66 -5 -7% 174%
2008
303 -23 -7% 82.1%
2009
92 -7 -7% 471%
2010
118 -9 -7% 46.3%
HVT icon
2011
Haverty Furniture Companies
HVT
$428M
144 -11 -7% 12.9%
2012
170 -13 -7% 36.2%
2013
26 -2 -7% 59.6%
2014
26 -2 -7% 32.3%
2015
65 -5 -7% 22.5%
2016
65 -5 -7% 49.7%
2017
91 -7 -7% 37.1%
2018
91 -7 -7% 6.15%
2019
91 -7 -7% 11.5%
2020
259 -20 -7% 79.7%
2021
116 -9 -7% 19.4%
2022
103 -8 -7% 9.38%
2023
64 -5 -7% 12%
2024
64 -5 -7% 33.7%
2025
153 -12 -7% 6.63%
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