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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-30- 0.05% |
$481 - $500
|
61.2K
$972K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-71- 0.7% |
$1.14K - $1.18K
|
10K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-230- 0.53% |
$3.68K - $3.84K
|
43.1K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-338- 13.2% |
$5.41K - $5.64K
|
2.22K
$35.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-409- 23.41% |
$6.55K - $6.82K
|
1.34K
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-608Closed |
$9.74K - $10.1K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-714- 0.13% |
$11.4K - $11.9K
|
543K
$8.61M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-716- 10.23% |
$11.5K - $11.9K
|
6.29K
$99.8K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-820- 4.47% |
$13.1K - $13.7K
|
17.5K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.07K- 5.69% |
$17.1K - $17.8K
|
17.7K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.27K- 6.06% |
$20.3K - $21.2K
|
19.7K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 10.11% |
$21.6K - $22.5K
|
12K
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.76K- 10.33% |
$28.2K - $29.3K
|
15.3K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.03K- 16.29% |
$32.5K - $33.8K
|
10.4K
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 3.97% |
$44.1K - $45.9K
|
66.6K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4K- 5.58% |
$64K - $66.6K
|
67.5K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.99K- 3.88% |
$79.9K - $83.2K
|
124K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5K- 11.81% |
$80.1K - $83.4K
|
37.3K
$593K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 54.55% |
$96.1K - $100K
|
5K
$79.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.11K- 34.89% |
$97.8K - $102K
|
11.4K
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.56K- 8.32% |
$105K - $109K
|
72.3K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.04K- 42.5% |
$145K - $151K
|
12.2K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.53K- 11.3% |
$153K - $159K
|
74.8K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11K- 4.81% |
$177K - $184K
|
219K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22.2K- 7.31% |
$356K - $370K
|
281K
$4.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.8K- 54.81% |
$446K - $464K
|
22.9K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94.9K- 61.81% |
$1.52M - $1.58M
|
58.6K
$930K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-636K- 92.48% |
$10.2M - $10.6M
|
51.8K
$821K
|