Purchases and Sales Made in Q1 2023 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST MULTI-ASSET DIVERS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
185KNew |
$2.6M - $3.01M
|
185K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 19.86% |
$2.36M - $2.73M
|
1.01M
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90.9KNew |
$1.28M - $1.48M
|
90.9K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.8K+ 6.22% |
$1.19M - $1.38M
|
1.45M
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 101.18% |
$822K - $950K
|
116K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41.5KNew |
$583K - $674K
|
41.5K
$677K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
40KNew |
$561K - $649K
|
40K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.6K+ 31.63% |
$472K - $546K
|
140K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.5K+ 15.77% |
$471K - $545K
|
246K
$4.02M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.4K+ 16.05% |
$455K - $526K
|
234K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.1KNew |
$423K - $490K
|
30.1K
$492K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 412.79% |
$371K - $429K
|
32.8K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.5K+ 1.51% |
$303K - $350K
|
1.45M
$23.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21K+ 58.7% |
$296K - $342K
|
56.9K
$928K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
21K+ 28.26% |
$295K - $341K
|
95.2K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.5K+ 36.19% |
$275K - $318K
|
73.6K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18.4K+ 221.44% |
$258K - $298K
|
26.6K
$434K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.4KNew |
$216K - $250K
|
15.4K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2KNew |
$185K - $214K
|
13.2K
$215K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7KNew |
$164K - $189K
|
11.7K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 4.62% |
$161K - $186K
|
259K
$4.23M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$143K - $165K
|
10.2K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 8.25% |
$142K - $165K
|
133K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.8K+ 10.41% |
$124K - $143K
|
93.3K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.71KNew |
$122K - $141K
|
8.71K
$142K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.77K+ 3.2% |
$109K - $126K
|
250K
$4.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.77K+ 5.12% |
$109K - $126K
|
160K
$2.6M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.51K+ 29.7% |
$106K - $122K
|
32.8K
$535K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7.35K+ 217.34% |
$103K - $119K
|
10.7K
$175K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.16K+ 13.53% |
$101K - $116K
|
60K
$979K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.57K+ 9.44% |
$64.2K - $74.3K
|
53K
$864K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 48.81% |
$57.6K - $66.6K
|
12.5K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4K+ 14.46% |
$56.2K - $65K
|
31.7K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.31K+ 18.48% |
$46.6K - $53.9K
|
21.2K
$347K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3.12K+ 20.03% |
$43.8K - $50.7K
|
18.7K
$305K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$42.2K - $48.8K
|
3K
$49K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.23K+ 6.31% |
$31.3K - $36.2K
|
37.5K
$612K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.05K+ 10.02% |
$28.8K - $33.3K
|
22.5K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.05K+ 341.17% |
$28.8K - $33.3K
|
2.65K
$43.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.93K+ 2.11% |
$27.2K - $31.4K
|
93.5K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.65K+ 4.4% |
$23.2K - $26.8K
|
39.1K
$638K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48K+ 4.86% |
$20.7K - $24K
|
31.8K
$519K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.43K+ 12.48% |
$20.1K - $23.3K
|
12.9K
$210K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.4K+ 77.78% |
$19.7K - $22.8K
|
3.2K
$52.2K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04KNew |
$14.6K - $16.9K
|
1.04K
$17K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
990+ 6.83% |
$13.9K - $16.1K
|
15.5K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
892+ 68.83% |
$12.5K - $14.5K
|
2.19K
$35.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
644+ 1.51% |
$9.05K - $10.5K
|
43.2K
$704K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
190+ 1.32% |
$2.67K - $3.09K
|
14.5K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126+ 1.79% |
$1.77K - $2.05K
|
7.16K
$117K
|