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 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.91% |
$78.5 - $83.8
|
553
$8.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
15.4KNew |
$242K - $258K
|
15.4K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36.9KNew |
$579K - $619K
|
36.9K
$587K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.7KNew |
$482K - $515K
|
30.7K
$489K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 6.44% |
$164K - $175K
|
172K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522+ 0.58% |
$8.19K - $8.75K
|
90.9K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-662- 7.84% |
$10.4K - $11.1K
|
7.78K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.4K- 49.87% |
$227K - $242K
|
14.5K
$231K
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-300- 1.16% |
$4.58K - $4.8K
|
25.5K
$406K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
58.7KNew |
$895K - $938K
|
58.7K
$934K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.25K- 32.04% |
$80K - $83.9K
|
11.1K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.1K- 65.7% |
$458K - $481K
|
15.7K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 3.15% |
$442 - $464
|
951
$15.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
800New |
$12.2K - $12.8K
|
800
$12.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 1.01% |
$61 - $64
|
393
$6.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-662- 20.48% |
$10.1K - $10.6K
|
2.57K
$40.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
106New |
$1.62K - $1.69K
|
106
$1.69K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 57.14% |
$61.1 - $63.2
|
11
$175
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 79.94% |
$706K - $731K
|
11.6K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.1KNew |
$369K - $382K
|
24.1K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.69K+ 33.95% |
$86.8K - $89.9K
|
22.4K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-220K- 54.55% |
$3.37M - $3.49M
|
184K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 17.17% |
$2.84K - $2.94K
|
897
$14.3K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$224K - $232K
|
14.7K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
12.9KNew |
$198K - $205K
|
12.9K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.17KNew |
$17.8K - $18.4K
|
1.17K
$18.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 4.41% |
$9.86K - $10.2K
|
14K
$223K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8+ 100.0% |
$113 - $126
|
16
$255
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 1.69% |
$367 - $409
|
1.56K
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-5.75K- 74.19% |
$81.2K - $90.4K
|
2K
$31.8K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.54KNew |
$21.8K - $24.3K
|
1.54K
$24.5K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
20.5KNew |
$289K - $321K
|
20.5K
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.94K+ 5.32% |
$27.4K - $30.6K
|
38.5K
$613K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4KNew |
$294K - $312K
|
20.4K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6KNew |
$196K - $208K
|
13.6K
$216K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 43.75% |
$20.2K - $21.4K
|
1.8K
$28.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.58KNew |
$22.7K - $24.1K
|
1.58K
$25.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4.8K+ 25.69% |
$69.2K - $73.3K
|
23.5K
$374K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.04% |
$86.5 - $91.6
|
15.4K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$158K - $167K
|
11K
$174K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
30New |
$432 - $458
|
30
$477
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-820- 6.59% |
$11.8K - $12.5K
|
11.6K
$185K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.08K+ 11.31% |
$29.3K - $30.7K
|
20.4K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
40KNew |
$564K - $591K
|
40K
$636K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 16.22% |
$51.5K - $54K
|
18.9K
$300K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
800New |
$11.3K - $11.8K
|
800
$12.7K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$143K - $165K
|
10.2K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-398- 47.44% |
$5.59K - $6.47K
|
441
$7.02K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.33% |
$28.1 - $32.5
|
615
$9.78K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7KNew |
$164K - $189K
|
11.7K
$185K
|
|