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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14KNew |
$219K - $234K
|
14K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
194+ 0.35% |
$3.04K - $3.25K
|
55.2K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.53K- 4.11% |
$39.7K - $42.4K
|
59.1K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.61K+ 1.17% |
$88.1K - $94.1K
|
486K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-207- 99.04% |
$3.25K - $3.47K
|
2
$33.5
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-22.8K- 60.32% |
$358K - $382K
|
15K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 7.86% |
$19.1K - $20.4K
|
16.7K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-970- 2.72% |
$15.2K - $16.3K
|
34.7K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 3.99% |
$54.2K - $57.9K
|
90K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32K- 5.61% |
$503K - $537K
|
539K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 4.83% |
$580K - $619K
|
802K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.37K- 1.18% |
$21.4K - $22.9K
|
114K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 44.77% |
$157K - $167K
|
32.3K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.3K- 9.6% |
$538K - $575K
|
323K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.1KNew |
$175K - $187K
|
11.1K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.4KNew |
$211K - $225K
|
13.4K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
28+ 0.16% |
$439 - $469
|
17.5K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.21K+ 6.04% |
$129K - $138K
|
144K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 12.28% |
$256K - $274K
|
117K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.46K- 1.17% |
$38.5K - $41.1K
|
207K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
35.1K+ 78.31% |
$551K - $589K
|
80K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$57K - $60.9K
|
3.63K
$60.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.9K+ 7.97% |
$407K - $435K
|
351K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.75K- 3.92% |
$27.4K - $29.3K
|
42.8K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$1.57K - $1.68K
|
100
$1.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.2K+ 82.0% |
$191K - $204K
|
27K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-36.7K- 37.07% |
$575K - $615K
|
62.3K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$25.2K - $26.9K
|
1.6K
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-92- 2.69% |
$1.44K - $1.54K
|
3.33K
$55.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.44K- 10.27% |
$85.4K - $91.2K
|
47.5K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 25.72% |
$3.12M - $3.33M
|
972K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
39.5K+ 102.05% |
$619K - $661K
|
78.1K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.4KNew |
$195K - $209K
|
12.4K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 82.76% |
$49.3K - $52.7K
|
655
$11K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.97K+ 14.43% |
$109K - $117K
|
55.3K
$927K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.91% |
$78.5 - $83.8
|
553
$9.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.26K+ 39.57% |
$82.5K - $88.1K
|
18.5K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.14K- 6.48% |
$33.6K - $35.8K
|
30.9K
$517K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.11K+ 58.7% |
$95.9K - $102K
|
16.5K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.65% |
$31.4 - $33.5
|
312
$5.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-17K- 18.98% |
$267K - $285K
|
72.6K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
15.4KNew |
$242K - $258K
|
15.4K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.7K+ 6.1% |
$262K - $279K
|
290K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.19K- 26.87% |
$65.8K - $70.3K
|
11.4K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 3.0% |
$28.5K - $30.5K
|
58.8K
$986K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 1.12% |
$439 - $469
|
2.53K
$42.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-297- 0.42% |
$4.66K - $4.98K
|
70K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 1.88% |
$71.2K - $76K
|
246K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15K- 10.36% |
$236K - $252K
|
130K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-273- 0.36% |
$4.28K - $4.58K
|
75.8K
$1.27M
|