First Republic Investment Management, Inc. First Trust Multi Asset Divers Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$14.05 - $16.25 $163,710 - $189,345	11,652 New	11,652 $170,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.07M

Call Options Held

Put Options Held

Flaharty Asset Management, LLC

1.38M
Shares

$23.1 Million
3.37% of portfolio
Lpl Financial LLC Fort Mill, SC

972K
Shares

$16.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

802K
Shares

$13.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

614K
Shares

$10.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

539K
Shares

$9.03 Million
0.0% of portfolio

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