Purchases and Sales Made in Q1 2025 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q1 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
650K+ 1699.9% |
$10.4M - $10.8M
|
688K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
193KNew |
$3.1M - $3.22M
|
193K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
132K+ 141.22% |
$2.11M - $2.2M
|
225K
$3.58M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
101K+ 6.9% |
$1.62M - $1.69M
|
1.57M
$24.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 9.31% |
$1.62M - $1.69M
|
1.19M
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.7K+ 164.04% |
$1.17M - $1.21M
|
117K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.9K+ 16.06% |
$943K - $982K
|
425K
$6.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 195.25% |
$631K - $657K
|
59.6K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.6KNew |
$522K - $544K
|
32.6K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 14.31% |
$512K - $533K
|
255K
$4.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
29.7KNew |
$475K - $495K
|
29.7K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$444K - $462K
|
27.7K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8K+ 157.29% |
$430K - $448K
|
43.9K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 3.83% |
$421K - $438K
|
713K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 1.83% |
$248K - $259K
|
860K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.6K+ 4.29% |
$218K - $227K
|
331K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 2.21% |
$216K - $224K
|
623K
$9.88M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 9.93% |
$212K - $221K
|
147K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.5K+ 4.08% |
$200K - $208K
|
319K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$164K - $171K
|
10.3K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$163K - $170K
|
10.2K
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.15K+ 3.68% |
$98.5K - $103K
|
173K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 56.36% |
$97.4K - $101K
|
16.9K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.35K+ 29.81% |
$85.6K - $89.2K
|
23.3K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.93K+ 6.37% |
$79K - $82.3K
|
82.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.11K+ 4.07% |
$65.9K - $68.6K
|
105K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.92K+ 21.35% |
$62.7K - $65.3K
|
22.3K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.01KNew |
$48.3K - $50.2K
|
3.01K
$47.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.44K+ 121800.0% |
$39K - $40.6K
|
2.44K
$38.7K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$38.8K - $40.4K
|
2.43K
$38.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.17K+ 3.03% |
$34.7K - $36.1K
|
73.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.91KNew |
$30.6K - $31.9K
|
1.91K
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.75K+ 5.27% |
$28.1K - $29.2K
|
35K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$22.7K - $23.7K
|
1.42K
$22.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.39K+ 2.34% |
$22.3K - $23.2K
|
60.9K
$966K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
853New |
$13.7K - $14.2K
|
853
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
839+ 2.38% |
$13.4K - $14K
|
36.1K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 1.2% |
$10.7K - $11.1K
|
56.3K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
570+ 5.07% |
$9.13K - $9.51K
|
11.8K
$187K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
521+ 0.92% |
$8.35K - $8.69K
|
57.2K
$907K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
487+ 3.74% |
$7.8K - $8.12K
|
13.5K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
409+ 3.88% |
$6.55K - $6.82K
|
11K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$4.81K - $5K
|
300
$4.76K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
165New |
$2.64K - $2.75K
|
165
$2.62K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
125+ 0.47% |
$2K - $2.09K
|
26.5K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 1.36% |
$1.68K - $1.75K
|
7.85K
$125K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
64+ 0.18% |
$1.03K - $1.07K
|
35.2K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 1.16% |
$849 - $884
|
4.62K
$73.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.58% |
$80.1 - $83.4
|
322
$5.11K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.05% |
$128 - $133
|
16.7K
$265K
|