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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.71KNew |
$122K - $141K
|
8.71K
$138K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 24.3% |
$969 - $1.12K
|
215
$3.42K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.6K- 97.56% |
$177K - $205K
|
315
$5.01K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$1.41K - $1.63K
|
100
$1.59K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.4KNew |
$216K - $250K
|
15.4K
$244K
|
|
| 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
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22.8K- 58.57% |
$329K - $358K
|
16.1K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.3KNew |
$221K - $241K
|
15.3K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.5K- 63.63% |
$65K - $70.8K
|
2.57K
$40.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-72- 0.23% |
$1.04K - $1.13K
|
31.8K
$505K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
58+ 0.38% |
$838 - $912
|
15.4K
$244K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$156K - $170K
|
10.8K
$172K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24New |
$347 - $378
|
24
$382
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
50.8KNew |
$730K - $845K
|
50.8K
$808K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.6KNew |
$267K - $309K
|
18.6K
$295K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-250- 9.32% |
$3.59K - $4.16K
|
2.43K
$38.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
862New |
$12.8K - $14.7K
|
862
$13.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.3KClosed |
$258K - $294K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.04% |
$14.9 - $17
|
2.76K
$43.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-165K- 98.96% |
$2.45M - $2.8M
|
1.73K
$27.6K
|
|
|
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
$19.6K
|
|
|
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
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$3.24K - $3.42K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$16.4K - $17.3K
|
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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$1.62K - $1.71K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8KClosed |
$174K - $184K
|
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
$204K
|
|
|
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
$16.3K
|
|
|
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
$169K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$3.2K - $3.4K
|
200
$3.18K
|
|
|
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
|
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
$69.2K
|
|
|
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
$95.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
648New |
$10.5K - $11.1K
|
648
$10.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201Closed |
$3.27K - $3.43K
|
0
$0
|
|