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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400Closed |
$5.3K - $5.82K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-47.7KClosed |
$631K - $694K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14.5KClosed |
$193K - $212K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-450Closed |
$5.96K - $6.55K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
SELL
|
- |
-82.4KClosed |
$1.09M - $1.2M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
663New |
$7.19K - $10.4K
|
663
$11.1K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-644- 2.86% |
$6.98K - $10.1K
|
21.9K
$367K
|
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-49.3KClosed |
$534K - $776K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10KClosed |
$109K - $158K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20.9KClosed |
$227K - $329K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-600Closed |
$6.5K - $9.45K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.85KClosed |
$20.1K - $29.1K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-29Closed |
$314 - $457
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1KClosed |
$10.8K - $15.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-59.8KClosed |
$580K - $1.14M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.4KClosed |
$130K - $255K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-10.1KClosed |
$97.6K - $192K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.43KClosed |
$13.9K - $27.3K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-12.3KClosed |
$120K - $235K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9.11K- 70.19% |
$88.3K - $173K
|
3.87K
$64.8K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
29New |
$281 - $552
|
29
$486
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-28KClosed |
$272K - $533K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.18KNew |
$57.5K - $59.9K
|
3.18K
$53.3K
|
|
|
Feb 13, 2020
Q4 2019
|
Wms Partners, LLC
|
SELL
|
- |
-12.1KClosed |
$220K - $229K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.1KClosed |
$19.6K - $20.6K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10.2KClosed |
$181K - $190K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 9.09% |
$890 - $935
|
500
$8.38K
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.32KClosed |
$23.9K - $24.8K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-6KClosed |
$109K - $113K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.77KClosed |
$68.3K - $70.7K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-239Closed |
$4.33K - $4.48K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-500Closed |
$8.46K - $9.24K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.61KClosed |
$44.1K - $48.2K
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.96KClosed |
$50K - $54.6K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.32KClosed |
$22.2K - $24.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 20, 2019
Q4 2018
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1KNew |
$16.2K - $18.6K
|
1K
$16.8K
|
|
|
Feb 15, 2019
Q4 2018
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10KClosed |
$162K - $186K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26.2KClosed |
$424K - $486K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.4KClosed |
$38.9K - $44.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-20.1KClosed |
$326K - $374K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-400Closed |
$6.48K - $7.43K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-1.2KClosed |
$19.5K - $22.3K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 50.0% |
$3.24K - $3.71K
|
200
$3.35K
|
|
|
Jan 29, 2019
Q4 2018
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$322K - $369K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.46KClosed |
$26.7K - $27.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
106KNew |
$1.95M - $2.02M
|
106K
$1.78M
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-210Closed |
$3.84K - $3.98K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-319Closed |
$5.67K - $5.91K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.18KClosed |
$163K - $170K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-427Closed |
$7.59K - $7.91K
|
0
$0
|
|