Kingsview Wealth Management, LLC First Trust Multi Asset Divers Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$14.41 - $15.27 $195,932 - $207,626	13,597 New	13,597 $198,000
Q4 2019 Jan 30, 2020	BUY	$18.08 - $18.82 $624,320 - $649,873	34,531 New	34,531 $656,000
Q2 2019 Jan 29, 2020	SELL	$18.11 - $18.75 $421,510 - $436,406	-23,275 Closed	0 $0
Q1 2019 Jan 29, 2020	BUY	$16.92 - $18.47 $9,339 - $10,195	552 Added 2.43%	23,275 $428,000
Q4 2018 Jan 29, 2020	SELL	$16.21 - $18.57 $206,126 - $236,136	-12,716 Reduced 35.88%	22,723 $382,000
Q3 2018 Jan 29, 2020	SELL	$18.27 - $18.97 $64,986 - $67,476	-3,557 Reduced 9.12%	35,439 $657,000
Q2 2018 Jan 29, 2020	SELL	$17.77 - $18.53 $215,781 - $225,009	-12,143 Reduced 23.75%	38,996 $713,000
Q1 2018 Jan 29, 2020	BUY	$17.61 - $19.42 $292,466 - $322,527	16,608 Added 48.1%	51,139 $914,000
Q4 2017 Jan 29, 2020	SELL	$18.68 - $19.32 $56,749 - $58,694	-3,038 Reduced 8.09%	34,531 $656,000
Q3 2017 Jan 29, 2020	BUY	$19.18 - $19.2 $192,164 - $192,364	10,019 Added 36.37%	37,569 $721,000
Q2 2017 Jan 29, 2020	BUY	N/A	3,401 Added 14.08%	27,550 $531,000
Q1 2017 Jan 29, 2020	BUY	N/A	24,149	24,149 $472,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.07M

Call Options Held

0

Put Options Held

0

About FIRST TRUST MULTI-ASSET DIVERS

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