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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.76K- 10.33% |
$28.2K - $29.3K
|
15.3K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$164K - $171K
|
10.3K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.58% |
$80.1 - $83.4
|
322
$5.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.6KNew |
$522K - $544K
|
32.6K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-71- 0.7% |
$1.14K - $1.18K
|
10K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11K- 4.81% |
$177K - $184K
|
219K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
29.7KNew |
$475K - $495K
|
29.7K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 195.25% |
$631K - $657K
|
59.6K
$948K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-409- 23.41% |
$6.55K - $6.82K
|
1.34K
$21.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
487+ 3.74% |
$7.8K - $8.12K
|
13.5K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.8K- 54.81% |
$446K - $464K
|
22.9K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-230- 0.53% |
$3.68K - $3.84K
|
43.1K
$685K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.56K- 8.32% |
$105K - $109K
|
72.3K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.03K- 16.29% |
$32.5K - $33.8K
|
10.4K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 3.97% |
$44.1K - $45.9K
|
66.6K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.35K+ 29.81% |
$85.6K - $89.2K
|
23.3K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.15K+ 3.68% |
$98.5K - $103K
|
173K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$444K - $462K
|
27.7K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.92K+ 21.35% |
$62.7K - $65.3K
|
22.3K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 54.55% |
$96.1K - $100K
|
5K
$79.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
521+ 0.92% |
$8.35K - $8.69K
|
57.2K
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94.9K- 61.81% |
$1.52M - $1.58M
|
58.6K
$933K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-30- 0.05% |
$481 - $500
|
61.2K
$974K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.01KNew |
$48.3K - $50.2K
|
3.01K
$47.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
64+ 0.18% |
$1.03K - $1.07K
|
35.2K
$560K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.44K+ 121800.0% |
$39K - $40.6K
|
2.44K
$38.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.81K+ 5.32% |
$125K - $132K
|
155K
$2.46M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
278New |
$4.43K - $4.71K
|
278
$4.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.35K+ 38.34% |
$85.3K - $90.6K
|
19.3K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.35K+ 32.37% |
$85.3K - $90.6K
|
21.9K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
58+ 1.6% |
$925 - $983
|
3.69K
$58.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96+ 5.99% |
$1.53K - $1.63K
|
1.7K
$27K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$45.4K - $48.2K
|
2.85K
$45.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.14KNew |
$146K - $155K
|
9.14K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
163New |
$2.6K - $2.76K
|
163
$2.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310New |
$4.94K - $5.25K
|
310
$4.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
740New |
$11.8K - $12.5K
|
740
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.35K- 16.9% |
$149K - $158K
|
45.9K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.8KNew |
$586K - $623K
|
36.8K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
94New |
$1.5K - $1.59K
|
94
$1.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
853New |
$13.6K - $14.4K
|
853
$13.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.71K- 14.53% |
$59.2K - $62.8K
|
21.8K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
100New |
$1.6K - $1.69K
|
100
$1.59K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.03% |
$191 - $203
|
44.1K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 34.08% |
$20.7K - $22K
|
2.52K
$40K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-22.8K- 60.32% |
$358K - $382K
|
15K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-207- 99.04% |
$3.25K - $3.47K
|
2
$31.8
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.4KNew |
$211K - $225K
|
13.4K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$1.57K - $1.68K
|
100
$1.59K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 82.76% |
$49.3K - $52.7K
|
655
$10.4K
|
|