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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5K- 11.81% |
$80.1K - $83.4K
|
37.3K
$589K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.17K+ 3.03% |
$34.7K - $36.1K
|
73.6K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$38.8K - $40.4K
|
2.43K
$38.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.76K- 10.33% |
$28.2K - $29.3K
|
15.3K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.58% |
$80.1 - $83.4
|
322
$5.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$164K - $171K
|
10.3K
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.6KNew |
$522K - $544K
|
32.6K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-71- 0.7% |
$1.14K - $1.18K
|
10K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
29.7KNew |
$475K - $495K
|
29.7K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 195.25% |
$631K - $657K
|
59.6K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11K- 4.81% |
$177K - $184K
|
219K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
487+ 3.74% |
$7.8K - $8.12K
|
13.5K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-409- 23.41% |
$6.55K - $6.82K
|
1.34K
$21.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.8K- 54.81% |
$446K - $464K
|
22.9K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.56K- 8.32% |
$105K - $109K
|
72.3K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-230- 0.53% |
$3.68K - $3.84K
|
43.1K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.35K+ 29.81% |
$85.6K - $89.2K
|
23.3K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 3.97% |
$44.1K - $45.9K
|
66.6K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.03K- 16.29% |
$32.5K - $33.8K
|
10.4K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$444K - $462K
|
27.7K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.15K+ 3.68% |
$98.5K - $103K
|
173K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.92K+ 21.35% |
$62.7K - $65.3K
|
22.3K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 54.55% |
$96.1K - $100K
|
5K
$78.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
521+ 0.92% |
$8.35K - $8.69K
|
57.2K
$902K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94.9K- 61.81% |
$1.52M - $1.58M
|
58.6K
$925K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-30- 0.05% |
$481 - $500
|
61.2K
$966K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.27K- 6.06% |
$20.3K - $21.2K
|
19.7K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.01KNew |
$48.3K - $50.2K
|
3.01K
$47.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
853New |
$13.7K - $14.2K
|
853
$13.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 56.36% |
$97.4K - $101K
|
16.9K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$22.7K - $23.7K
|
1.42K
$22.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
64+ 0.18% |
$1.03K - $1.07K
|
35.2K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4K- 5.58% |
$64K - $66.6K
|
67.5K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.44K+ 121800.0% |
$39K - $40.6K
|
2.44K
$38.4K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
278New |
$4.43K - $4.71K
|
278
$4.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$339K - $360K
|
21.3K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
58+ 1.6% |
$925 - $983
|
3.69K
$58.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.6K+ 0.85% |
$73.4K - $77.9K
|
543K
$8.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.1K- 11.45% |
$208K - $221K
|
101K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7KNew |
$112K - $119K
|
7K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.63K- 6.25% |
$89.8K - $95.3K
|
84.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
600+ 4.71% |
$9.57K - $10.2K
|
13.4K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
91+ 0.82% |
$1.45K - $1.54K
|
11.2K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.75K- 1.78% |
$91.7K - $97.4K
|
317K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.35K+ 38.34% |
$85.3K - $90.6K
|
19.3K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.2K- 47.15% |
$243K - $258K
|
17.1K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.35K+ 32.37% |
$85.3K - $90.6K
|
21.9K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 5.39% |
$689K - $731K
|
845K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.74KNew |
$123K - $131K
|
7.74K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 25.43% |
$1.97M - $2.09M
|
609K
$9.61M
|
|