Purchases and Sales Made in Q2 2025 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
916K+ 147.05% |
$13.7M - $15M
|
1.54M
$24.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
56.8KNew |
$850K - $932K
|
56.8K
$895K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
51.1KNew |
$764K - $838K
|
51.1K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48KNew |
$719K - $788K
|
48K
$757K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.4K+ 12.98% |
$619K - $679K
|
360K
$5.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
39.6K+ 2.52% |
$593K - $651K
|
1.61M
$25.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.4K+ 29.37% |
$514K - $564K
|
151K
$2.39M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9K+ 102.79% |
$358K - $393K
|
47.2K
$744K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
15.5KNew |
$232K - $254K
|
15.5K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 5.74% |
$219K - $240K
|
270K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 4.17% |
$207K - $227K
|
345K
$5.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12KNew |
$179K - $197K
|
12K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
10.6K+ 47.61% |
$159K - $174K
|
32.9K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.92K+ 3.95% |
$133K - $146K
|
234K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.85K+ 0.74% |
$132K - $145K
|
1.2M
$18.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.24K+ 6.33% |
$123K - $135K
|
138K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.97K+ 45.62% |
$104K - $114K
|
22.2K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.34K+ 19.46% |
$94.9K - $104K
|
38.9K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.73K+ 11.07% |
$85.7K - $94K
|
57.5K
$906K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.73K+ 3.82% |
$70.7K - $77.6K
|
128K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.72K+ 10.63% |
$55.6K - $61K
|
38.7K
$610K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.79K+ 0.32% |
$41.8K - $45.8K
|
863K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.49K+ 18.44% |
$37.3K - $40.9K
|
16K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 17.78% |
$31.9K - $35K
|
14.1K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.95K+ 1.86% |
$29.2K - $32K
|
107K
$1.69M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
678+ 6.19% |
$10.1K - $11.1K
|
11.6K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
670+ 1.17% |
$10K - $11K
|
57.8K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
595+ 3.56% |
$8.9K - $9.76K
|
17.3K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 0.17% |
$2.05K - $2.25K
|
82.6K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
131+ 0.21% |
$1.96K - $2.15K
|
61.4K
$967K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117+ 0.44% |
$1.75K - $1.92K
|
26.6K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
99+ 1.26% |
$1.48K - $1.62K
|
7.95K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75+ 0.38% |
$1.12K - $1.23K
|
19.8K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 18.79% |
$464 - $509
|
196
$3.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.3% |
$434 - $476
|
2.25K
$35.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 1.62% |
$344 - $377
|
1.44K
$22.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.14% |
$209 - $230
|
10.1K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 1.86% |
$89.8 - $98.5
|
328
$5.17K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$15 - $16.4
|
11.8K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2- 0.23% |
$29.9 - $32.8
|
851
$13.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.02% |
$150 - $164
|
66.6K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.68% |
$194 - $213
|
1.9K
$29.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 3.31% |
$194 - $213
|
380
$5.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-97- 0.16% |
$1.45K - $1.59K
|
60.8K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-122- 0.7% |
$1.83K - $2K
|
17.4K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-169- 12.63% |
$2.53K - $2.77K
|
1.17K
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 1.34% |
$7.48K - $8.21K
|
36.8K
$581K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-732- 3.19% |
$11K - $12K
|
22.2K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 2.65% |
$17.1K - $18.7K
|
41.9K
$661K
|