Mutual Advisors, LLC First Trust Multi Asset Divers Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$15.99 - $16.99 $248,628 - $264,177	-15,549 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$16.28 - $17.39 $2,214 - $2,365	-136 Reduced 0.87%	15,549 $264,000
Q1 2021 May 13, 2021	BUY	$14.88 - $16.41 $1,636 - $1,805	110 Added 0.71%	15,685 $253,000
Q4 2020 Feb 11, 2021	SELL	$13.45 - $15.4 $32,858 - $37,622	-2,443 Reduced 13.56%	15,575 $234,000
Q1 2020 May 13, 2020	SELL	$9.69 - $19.03 $2,907 - $5,709	-300 Reduced 1.64%	18,018 $211,000
Q4 2019 Feb 11, 2020	SELL	$18.08 - $18.82 $151,184 - $157,372	-8,362 Reduced 31.34%	18,318 $344,000
Q3 2019 Nov 01, 2019	BUY	$17.8 - $18.7 $5,340 - $5,610	300 Added 1.14%	26,680 $492,000
Q2 2019 Aug 15, 2019	BUY	$18.11 - $18.75 $33,938 - $35,137	1,874 Added 7.65%	26,380 $488,000
Q4 2018 Feb 15, 2019	BUY	$16.21 - $18.57 $397,242 - $455,076	24,506 New	24,506 $412,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.11M

Call Options Held

0

Put Options Held

0

About FIRST TRUST MULTI-ASSET DIVERS

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