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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
278New |
$4.43K - $4.71K
|
278
$4.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.2K+ 36.07% |
$706K - $749K
|
167K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$339K - $360K
|
21.3K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
58+ 1.6% |
$925 - $983
|
3.69K
$61.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.6K+ 0.85% |
$73.4K - $77.9K
|
543K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.1K- 11.45% |
$208K - $221K
|
101K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7KNew |
$112K - $119K
|
7K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.63K- 6.25% |
$89.8K - $95.3K
|
84.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
600+ 4.71% |
$9.57K - $10.2K
|
13.4K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
91+ 0.82% |
$1.45K - $1.54K
|
11.2K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.75K- 1.78% |
$91.7K - $97.4K
|
317K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.35K+ 38.34% |
$85.3K - $90.6K
|
19.3K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.2K- 47.15% |
$243K - $258K
|
17.1K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.35K+ 32.37% |
$85.3K - $90.6K
|
21.9K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 5.39% |
$689K - $731K
|
845K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.74KNew |
$123K - $131K
|
7.74K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 25.43% |
$1.97M - $2.09M
|
609K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.14KNew |
$146K - $155K
|
9.14K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5KNew |
$168K - $179K
|
10.5K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$45.4K - $48.2K
|
2.85K
$47.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-15.5K- 26.39% |
$248K - $263K
|
43.3K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96+ 5.99% |
$1.53K - $1.63K
|
1.7K
$28.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.8K- 19.63% |
$173K - $183K
|
44.3K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
411+ 0.7% |
$6.56K - $6.96K
|
59.5K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
163New |
$2.6K - $2.76K
|
163
$2.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 7.57% |
$250K - $266K
|
223K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
35.1KNew |
$560K - $595K
|
35.1K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-43.5K- 69.89% |
$694K - $737K
|
18.7K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.3K+ 4.35% |
$243K - $259K
|
366K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-625- 0.8% |
$9.97K - $10.6K
|
77.5K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.63K+ 8.81% |
$26K - $27.7K
|
20.2K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310New |
$4.94K - $5.25K
|
310
$5.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 11.79% |
$1.83M - $1.94M
|
1.09M
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
740New |
$11.8K - $12.5K
|
740
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 10.33% |
$192K - $204K
|
129K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 11.85% |
$1.16M - $1.23M
|
686K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.62K+ 14.15% |
$25.8K - $27.4K
|
13K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.6K+ 5.72% |
$264K - $281K
|
307K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.5K+ 16.83% |
$215K - $228K
|
93.5K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.35K- 16.9% |
$149K - $158K
|
45.9K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 1.17% |
$7.98K - $8.47K
|
42.3K
$701K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 7.3% |
$168K - $178K
|
134K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.15% |
$463 - $491
|
2.56K
$42.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.8KNew |
$586K - $623K
|
36.8K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.37K+ 7.68% |
$37.8K - $40.2K
|
33.2K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
568+ 1.63% |
$9.06K - $9.62K
|
35.3K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 25.92% |
$60.2K - $64K
|
10.8K
$179K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.58% |
$160 - $169
|
1.75K
$28.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
304KNew |
$4.84M - $5.14M
|
304K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
94New |
$1.5K - $1.59K
|
94
$1.56K
|