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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.24K+ 6.33% |
$123K - $135K
|
138K
$2.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.08K- 45.05% |
$31.1K - $34.1K
|
2.54K
$41.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
678+ 6.19% |
$10.1K - $11.1K
|
11.6K
$189K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.41K- 7.29% |
$21K - $23.1K
|
17.9K
$290K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.79K+ 0.32% |
$41.8K - $45.8K
|
863K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48KNew |
$719K - $788K
|
48K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
916K+ 147.05% |
$13.7M - $15M
|
1.54M
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.95K+ 1.86% |
$29.2K - $32K
|
107K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.7K- 16.86% |
$1.07M - $1.18M
|
354K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
595+ 3.56% |
$8.9K - $9.76K
|
17.3K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.38K- 1.84% |
$20.6K - $22.6K
|
73.5K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-97- 0.16% |
$1.45K - $1.59K
|
60.8K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
99+ 1.26% |
$1.48K - $1.62K
|
7.95K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 2.15% |
$175K - $192K
|
531K
$8.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.73K+ 3.82% |
$70.7K - $77.6K
|
128K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.36K- 3.88% |
$20.4K - $22.4K
|
33.8K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.38K- 0.49% |
$20.6K - $22.6K
|
280K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.2K- 75.72% |
$497K - $545K
|
10.7K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 4.17% |
$207K - $227K
|
345K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$15 - $16.4
|
11.8K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.92K+ 3.95% |
$133K - $146K
|
234K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 17.78% |
$31.9K - $35K
|
14.1K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.73K+ 11.07% |
$85.7K - $94K
|
57.5K
$932K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-122- 0.7% |
$1.83K - $2K
|
17.4K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12KNew |
$179K - $197K
|
12K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 18.79% |
$464 - $509
|
196
$3.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.85K+ 0.74% |
$132K - $145K
|
1.2M
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.68% |
$194 - $213
|
1.9K
$30.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
670+ 1.17% |
$10K - $11K
|
57.8K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
10.6K+ 47.61% |
$159K - $174K
|
32.9K
$533K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 2.65% |
$17.1K - $18.7K
|
41.9K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.3% |
$434 - $476
|
2.25K
$36.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 6.43% |
$21K - $23.1K
|
20.5K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 1.86% |
$89.8 - $98.5
|
328
$5.32K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 4.5% |
$37.9K - $41.6K
|
53.8K
$872K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 11.44% |
$61.9K - $67.9K
|
32K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 3.31% |
$194 - $213
|
380
$6.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 1.34% |
$7.48K - $8.21K
|
36.8K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17.7K- 8.08% |
$264K - $290K
|
201K
$3.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
51.1KNew |
$764K - $838K
|
51.1K
$829K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
39.6K+ 2.52% |
$593K - $651K
|
1.61M
$26.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.4K+ 29.37% |
$514K - $564K
|
151K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 5.74% |
$219K - $240K
|
270K
$4.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 0.17% |
$2.05K - $2.25K
|
82.6K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
15.5KNew |
$232K - $254K
|
15.5K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.78K- 1.37% |
$146K - $160K
|
703K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.9K- 31.04% |
$342K - $375K
|
50.8K
$824K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.49K+ 18.44% |
$37.3K - $40.9K
|
16K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.99K- 98.36% |
$134K - $148K
|
150
$2.43K
|