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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.4K- 92.83% |
$335K - $358K
|
1.65K
$27.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15K+ 14.32% |
$235K - $252K
|
120K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-911- 5.88% |
$14.3K - $15.3K
|
14.6K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.78K+ 8.67% |
$153K - $164K
|
123K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.58% |
$157 - $168
|
1.74K
$29.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36.9KNew |
$579K - $619K
|
36.9K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.7KNew |
$482K - $515K
|
30.7K
$515K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.14K- 17.28% |
$128K - $136K
|
39K
$653K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
154+ 1.41% |
$2.42K - $2.58K
|
11.1K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.79K+ 18.24% |
$43.8K - $46.8K
|
18.1K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.45K+ 2.63% |
$22.8K - $24.4K
|
56.7K
$951K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-390- 0.49% |
$6.12K - $6.54K
|
79.4K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
25.7K+ 1.9% |
$404K - $431K
|
1.38M
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 21.85% |
$1.73M - $1.84M
|
614K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522+ 0.58% |
$8.19K - $8.75K
|
90.9K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 6.44% |
$164K - $175K
|
172K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-229- 1.35% |
$3.59K - $3.84K
|
16.8K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
899+ 1.64% |
$14.1K - $15.1K
|
55.8K
$935K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-662- 7.84% |
$10.4K - $11.1K
|
7.78K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.42K- 36.84% |
$22.3K - $23.8K
|
2.44K
$40.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
61.3KNew |
$961K - $1.03M
|
61.3K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.4K- 49.87% |
$227K - $242K
|
14.5K
$243K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.25K- 32.04% |
$80K - $83.9K
|
11.1K
$187K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
58.7KNew |
$895K - $938K
|
58.7K
$983K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-89.1K- 87.83% |
$1.36M - $1.42M
|
12.3K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.1K- 65.7% |
$458K - $481K
|
15.7K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 2.3% |
$4.58K - $4.8K
|
12.8K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 3.15% |
$442 - $464
|
951
$15.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
800New |
$12.2K - $12.8K
|
800
$13.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 1.01% |
$61 - $64
|
393
$6.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-662- 20.48% |
$10.1K - $10.6K
|
2.57K
$43.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.87K+ 9.93% |
$28.6K - $30K
|
20.8K
$348K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 52.6% |
$20.1K - $21K
|
3.82K
$63.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
106New |
$1.62K - $1.69K
|
106
$1.78K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 57.14% |
$61.1 - $63.2
|
11
$184
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-920- 3.34% |
$14K - $14.5K
|
26.6K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.1KNew |
$369K - $382K
|
24.1K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116New |
$1.77K - $1.83K
|
116
$1.94K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 79.94% |
$706K - $731K
|
11.6K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-220K- 54.55% |
$3.37M - $3.49M
|
184K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 17.17% |
$2.84K - $2.94K
|
897
$15K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.69K+ 33.95% |
$86.8K - $89.9K
|
22.4K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$224K - $232K
|
14.7K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 50.0% |
$122 - $126
|
8
$134
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-41- 0.22% |
$626 - $648
|
18.9K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
12.9KNew |
$198K - $205K
|
12.9K
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.17KNew |
$17.8K - $18.4K
|
1.17K
$19.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 4.41% |
$9.86K - $10.2K
|
14K
$235K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.79K+ 6.11% |
$39.4K - $43.9K
|
48.5K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 1.69% |
$367 - $409
|
1.56K
$26.2K
|
|