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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.16KNew |
$72.9K - $81.1K
|
5.16K
$86.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-5.75K- 74.19% |
$81.2K - $90.4K
|
2K
$33.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 69.6% |
$19.7K - $21.9K
|
608
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.54KNew |
$21.8K - $24.3K
|
1.54K
$25.9K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
20.5KNew |
$289K - $321K
|
20.5K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.94K+ 5.32% |
$27.4K - $30.6K
|
38.5K
$645K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4KNew |
$294K - $312K
|
20.4K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6KNew |
$196K - $208K
|
13.6K
$228K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 43.75% |
$20.2K - $21.4K
|
1.8K
$30.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.58KNew |
$22.7K - $24.1K
|
1.58K
$26.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4.8K+ 25.69% |
$69.2K - $73.3K
|
23.5K
$394K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.04% |
$86.5 - $91.6
|
15.4K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$158K - $167K
|
11K
$184K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
30New |
$432 - $458
|
30
$503
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-820- 6.59% |
$11.8K - $12.5K
|
11.6K
$195K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.08K+ 11.31% |
$29.3K - $30.7K
|
20.4K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
40KNew |
$564K - $591K
|
40K
$670K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 16.22% |
$51.5K - $54K
|
18.9K
$316K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-261- 2.36% |
$3.68K - $3.86K
|
10.8K
$181K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
800New |
$11.3K - $11.8K
|
800
$13.4K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$143K - $165K
|
10.2K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.33% |
$28.1 - $32.5
|
615
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-398- 47.44% |
$5.59K - $6.47K
|
441
$7.39K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7KNew |
$164K - $189K
|
11.7K
$195K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.71KNew |
$122K - $141K
|
8.71K
$146K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 24.3% |
$969 - $1.12K
|
215
$3.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.6K- 97.56% |
$177K - $205K
|
315
$5.28K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$1.41K - $1.63K
|
100
$1.68K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.4KNew |
$216K - $250K
|
15.4K
$257K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-514Closed |
$7.43K - $8.09K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.5K- 63.63% |
$65K - $70.8K
|
2.57K
$43.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22.8K- 58.57% |
$329K - $358K
|
16.1K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.3KNew |
$221K - $241K
|
15.3K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-72- 0.23% |
$1.04K - $1.13K
|
31.8K
$532K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
58+ 0.38% |
$838 - $912
|
15.4K
$257K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$156K - $170K
|
10.8K
$181K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24New |
$347 - $378
|
24
$402
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
50.8KNew |
$730K - $845K
|
50.8K
$851K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
618+ 5.48% |
$8.88K - $10.3K
|
11.9K
$199K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.6KNew |
$267K - $309K
|
18.6K
$311K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-250- 9.32% |
$3.59K - $4.16K
|
2.43K
$40.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.3KClosed |
$258K - $294K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
862New |
$12.8K - $14.7K
|
862
$14.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.04% |
$14.9 - $17
|
2.76K
$46.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 60.14% |
$16.9K - $19.3K
|
751
$12.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-165K- 98.96% |
$2.45M - $2.8M
|
1.73K
$29.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.25KClosed |
$78.2K - $89.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.23KNew |
$18.3K - $20.9K
|
1.23K
$20.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.3KClosed |
$93.9K - $107K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500Closed |
$7.45K - $8.5K
|
0
$0
|
|