Latest Institutional Transactions on First Trust Multi Asset Divers (MDIV)
This table provides information on the latest institutional transactions involving First Trust Multi Asset Divers (MDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2- 0.23% |
$29.9 - $32.8
|
851
$13.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 8.03% |
$20.3K - $22.2K
|
15.5K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75+ 0.38% |
$1.12K - $1.23K
|
19.8K
$314K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 1.62% |
$344 - $377
|
1.44K
$22.9K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 21.01% |
$212K - $233K
|
53.4K
$849K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-636K- 92.48% |
$10.2M - $10.6M
|
51.8K
$823K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
101K+ 6.9% |
$1.62M - $1.69M
|
1.57M
$25M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-714- 0.13% |
$11.4K - $11.9K
|
543K
$8.63M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
132K+ 141.22% |
$2.11M - $2.2M
|
225K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.05% |
$128 - $133
|
16.7K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.11K+ 4.07% |
$65.9K - $68.6K
|
105K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 1.16% |
$849 - $884
|
4.62K
$73.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 1.83% |
$248K - $259K
|
860K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-716- 10.23% |
$11.5K - $11.9K
|
6.29K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.07K- 5.69% |
$17.1K - $17.8K
|
17.7K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
409+ 3.88% |
$6.55K - $6.82K
|
11K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 1.36% |
$1.68K - $1.75K
|
7.85K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8K+ 157.29% |
$430K - $448K
|
43.9K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.6K+ 4.29% |
$218K - $227K
|
331K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 10.11% |
$21.6K - $22.5K
|
12K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.99K- 3.88% |
$79.9K - $83.2K
|
124K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 2.21% |
$216K - $224K
|
623K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.7K+ 164.04% |
$1.17M - $1.21M
|
117K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.04K- 42.5% |
$145K - $151K
|
12.2K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.11K- 34.89% |
$97.8K - $102K
|
11.4K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
570+ 5.07% |
$9.13K - $9.51K
|
11.8K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-608Closed |
$9.74K - $10.1K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$4.81K - $5K
|
300
$4.77K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
165New |
$2.64K - $2.75K
|
165
$2.63K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-820- 4.47% |
$13.1K - $13.7K
|
17.5K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.91KNew |
$30.6K - $31.9K
|
1.91K
$30.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22.2K- 7.31% |
$356K - $370K
|
281K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.53K- 11.3% |
$153K - $159K
|
74.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.39K+ 2.34% |
$22.3K - $23.2K
|
60.9K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.9K+ 16.06% |
$943K - $982K
|
425K
$6.77M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-338- 13.2% |
$5.41K - $5.64K
|
2.22K
$35.4K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
839+ 2.38% |
$13.4K - $14K
|
36.1K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
193KNew |
$3.1M - $3.22M
|
193K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.75K+ 5.27% |
$28.1K - $29.2K
|
35K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
125+ 0.47% |
$2K - $2.09K
|
26.5K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 3.83% |
$421K - $438K
|
713K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$163K - $170K
|
10.2K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.5K+ 4.08% |
$200K - $208K
|
319K
$5.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 9.31% |
$1.62M - $1.69M
|
1.19M
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 14.31% |
$512K - $533K
|
255K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.93K+ 6.37% |
$79K - $82.3K
|
82.4K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 1.2% |
$10.7K - $11.1K
|
56.3K
$896K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5K- 11.81% |
$80.1K - $83.4K
|
37.3K
$594K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.17K+ 3.03% |
$34.7K - $36.1K
|
73.6K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$38.8K - $40.4K
|
2.43K
$38.6K
|
|