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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500Closed |
$7.45K - $8.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$16.4K - $17.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$3.24K - $3.42K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-813Closed |
$13.2K - $13.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8KClosed |
$174K - $184K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$1.62K - $1.71K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.13KClosed |
$34.6K - $36.4K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.46KClosed |
$23.7K - $24.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-717- 5.3% |
$11.6K - $12.2K
|
12.8K
$214K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.6KClosed |
$25.9K - $27.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.6KClosed |
$189K - $199K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.03KNew |
$16.6K - $17.5K
|
1.03K
$17.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$196K - $206K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-251- 2.31% |
$4.07K - $4.29K
|
10.6K
$178K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$3.2K - $3.4K
|
200
$3.35K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-18.1KClosed |
$289K - $308K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.7KClosed |
$491K - $521K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-12.1KClosed |
$193K - $205K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.5KClosed |
$249K - $264K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.51KClosed |
$136K - $144K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-179KClosed |
$2.87M - $3.05M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.35KNew |
$69.6K - $73.9K
|
4.35K
$72.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-250Closed |
$4K - $4.25K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$32K - $34K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$163 - $171
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6KNew |
$97.7K - $102K
|
6K
$101K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
648New |
$10.5K - $11.1K
|
648
$10.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201Closed |
$3.27K - $3.43K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15KClosed |
$244K - $256K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1KClosed |
$16.3K - $17.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$32.6 - $34.8
|
2
$33.5
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$6.51K - $6.96K
|
400
$6.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-620Closed |
$10.1K - $10.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-16KClosed |
$238K - $262K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-27.5KClosed |
$409K - $451K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.7KClosed |
$204K - $224K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$26.7K - $29.5K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.15KClosed |
$17.1K - $18.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-100Closed |
$1.35K - $1.54K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.7KNew |
$76.7K - $87.8K
|
5.7K
$95.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.5KClosed |
$155K - $178K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.2KClosed |
$164K - $188K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-741Closed |
$9.97K - $11.4K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
1.36KNew |
$18.2K - $20.9K
|
1.36K
$22.7K
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
146+ 20.86% |
$1.96K - $2.25K
|
846
$14.2K
|
|
|
Jan 26, 2021
Q4 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.2KClosed |
$245K - $280K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03KClosed |
$13.6K - $15K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50.3KClosed |
$665K - $732K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-11.9KClosed |
$157K - $173K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-10.1KClosed |
$134K - $147K
|
0
$0
|
|