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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 5.27% |
$17.2K - $18.9K
|
20.7K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 8.03% |
$20.3K - $22.2K
|
15.5K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.36K- 3.88% |
$20.4K - $22.4K
|
33.8K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.38K- 1.84% |
$20.6K - $22.6K
|
73.5K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.38K- 0.49% |
$20.6K - $22.6K
|
280K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 6.43% |
$21K - $23.1K
|
20.5K
$323K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.41K- 7.29% |
$21K - $23.1K
|
17.9K
$282K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.08K- 45.05% |
$31.1K - $34.1K
|
2.54K
$40K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 4.5% |
$37.9K - $41.6K
|
53.8K
$847K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 11.44% |
$61.9K - $67.9K
|
32K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.35K- 21.42% |
$95K - $104K
|
23.3K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.62K- 13.0% |
$114K - $125K
|
51K
$804K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.99K- 98.36% |
$134K - $148K
|
150
$2.36K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.78K- 1.37% |
$146K - $160K
|
703K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 2.15% |
$175K - $192K
|
531K
$8.37M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 21.01% |
$212K - $233K
|
53.4K
$841K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 24.1% |
$215K - $236K
|
45.2K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 11.42% |
$251K - $275K
|
130K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17.7K- 8.08% |
$264K - $290K
|
201K
$3.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.9K- 31.04% |
$342K - $375K
|
50.8K
$800K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.1K- 13.37% |
$346K - $380K
|
150K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.2K- 75.72% |
$497K - $545K
|
10.7K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.7K- 16.86% |
$1.07M - $1.18M
|
354K
$5.57M
|