Latest Institutional Purchases of First Trust Multi Asset Divers (MDIV)
This list provides information on the latest institutional transactions involving First Trust Multi Asset Divers (MDIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
504K+ 830.06% |
$8M - $8.2M
|
565K
$9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.8K+ 7.92% |
$1.5M - $1.54M
|
1.29M
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.9K+ 24.44% |
$1.05M - $1.07M
|
336K
$5.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52.7K+ 92.71% |
$836K - $856K
|
109K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27K+ 7.48% |
$428K - $438K
|
387K
$6.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22K+ 45.84% |
$350K - $358K
|
70.1K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 3.93% |
$331K - $339K
|
552K
$8.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.7KNew |
$296K - $304K
|
18.7K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 10.61% |
$252K - $259K
|
166K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 9.92% |
$218K - $223K
|
152K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.6K+ 24.8% |
$152K - $156K
|
48.3K
$770K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.14K+ 15.9% |
$145K - $149K
|
66.6K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.57K+ 3.66% |
$136K - $139K
|
243K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.92K+ 5.23% |
$126K - $129K
|
159K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.62K+ 25.97% |
$105K - $108K
|
32.1K
$512K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.2K+ 40.25% |
$98.4K - $101K
|
21.6K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.29K+ 27.46% |
$52.3K - $53.5K
|
15.3K
$244K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.9K+ 2.71% |
$46K - $47.2K
|
110K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$38.5K - $39.4K
|
2.43K
$38.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 3.08% |
$24.9K - $25.5K
|
52.6K
$837K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 2.97% |
$22.2K - $22.8K
|
48.6K
$774K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.11K+ 7.13% |
$17.6K - $18K
|
16.6K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
929+ 2.75% |
$14.7K - $15.1K
|
34.8K
$554K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
867+ 1.63% |
$13.8K - $14.1K
|
54.2K
$864K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
807New |
$12.8K - $13.1K
|
807
$12.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
660+ 5.67% |
$10.5K - $10.7K
|
12.3K
$196K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
388+ 3.41% |
$6.16K - $6.31K
|
11.8K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
321+ 0.98% |
$5.09K - $5.22K
|
33.2K
$528K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
287+ 0.43% |
$4.55K - $4.67K
|
66.9K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
177+ 0.8% |
$2.81K - $2.88K
|
22.4K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 1.21% |
$1.52K - $1.56K
|
8.04K
$128K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 0.37% |
$1.17K - $1.2K
|
19.8K
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 0.08% |
$714 - $732
|
57.9K
$922K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 1.24% |
$444 - $455
|
2.28K
$36.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
21New |
$333 - $341
|
21
$335
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.12% |
$190 - $195
|
10.1K
$160K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$159 - $163
|
10
$159
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.22% |
$63.5 - $65
|
332
$5.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$31.7 - $32.5
|
2
$31.9
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2+ 0.1% |
$31.7 - $32.5
|
2K
$31.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$15.9 - $16.3
|
11.8K
$188K
|
|
| Q2 2025 | |||||||
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.63MNew |
$24.4M - $26.8M
|
1.63M
$26M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 4.17% |
$207K - $227K
|
345K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.49K+ 18.44% |
$37.3K - $40.9K
|
16K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117+ 0.44% |
$1.75K - $1.92K
|
26.6K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 18.79% |
$464 - $509
|
196
$3.12K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 1.62% |
$344 - $377
|
1.44K
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
193KNew |
$3.1M - $3.22M
|
193K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$444K - $462K
|
27.7K
$441K
|
|