Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.2K- 60.94% |
$1.26M - $1.34M
|
50.8K
$838K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.2K- 44.55% |
$338K - $359K
|
26.4K
$435K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16.6K- 6.75% |
$265K - $282K
|
230K
$3.79M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.61% |
$67.8K - $72K
|
71.5K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.71K- 14.53% |
$59.2K - $62.8K
|
21.8K
$360K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 4.49% |
$52K - $55.3K
|
69.4K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.44K- 99.92% |
$38.9K - $41.3K
|
2
$33
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 4.68% |
$29.1K - $30.9K
|
37.2K
$613K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 34.08% |
$20.7K - $22K
|
2.52K
$41.5K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.07K- 1.89% |
$17.1K - $18.2K
|
55.6K
$918K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-571- 0.72% |
$9.11K - $9.67K
|
78.9K
$1.3M
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-36.7K- 37.07% |
$575K - $615K
|
62.3K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.3K- 9.6% |
$538K - $575K
|
323K
$5.33M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32K- 5.61% |
$503K - $537K
|
539K
$8.89M
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-22.8K- 60.32% |
$358K - $382K
|
15K
$248K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.4K- 92.83% |
$335K - $358K
|
1.65K
$27.2K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 12.28% |
$256K - $274K
|
117K
$1.92M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.4K- 49.87% |
$227K - $242K
|
14.5K
$240K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.19K- 26.87% |
$65.8K - $70.3K
|
11.4K
$188K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 82.76% |
$49.3K - $52.7K
|
655
$10.8K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.53K- 4.11% |
$39.7K - $42.4K
|
59.1K
$974K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.46K- 1.17% |
$38.5K - $41.1K
|
207K
$3.42M
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.14K- 6.48% |
$33.6K - $35.8K
|
30.9K
$509K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 3.0% |
$28.5K - $30.5K
|
58.8K
$971K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.75K- 3.92% |
$27.4K - $29.3K
|
42.8K
$707K
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.37K- 1.18% |
$21.4K - $22.9K
|
114K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-970- 2.72% |
$15.2K - $16.3K
|
34.7K
$573K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-911- 5.88% |
$14.3K - $15.3K
|
14.6K
$240K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-662- 7.84% |
$10.4K - $11.1K
|
7.78K
$128K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-207- 99.04% |
$3.25K - $3.47K
|
2
$33
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-89.1K- 87.83% |
$1.36M - $1.42M
|
12.3K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.1K- 65.7% |
$458K - $481K
|
15.7K
$259K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.25K- 32.04% |
$80K - $83.9K
|
11.1K
$184K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-662- 20.48% |
$10.1K - $10.6K
|
2.57K
$42.4K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 2.3% |
$4.58K - $4.8K
|
12.8K
$210K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 1.01% |
$61 - $64
|
393
$6.48K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-220K- 54.55% |
$3.37M - $3.49M
|
184K
$3.03M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 79.94% |
$706K - $731K
|
11.6K
$191K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 4.41% |
$9.86K - $10.2K
|
14K
$231K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 17.17% |
$2.84K - $2.94K
|
897
$14.8K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-41- 0.22% |
$626 - $648
|
18.9K
$312K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-5.75K- 74.19% |
$81.2K - $90.4K
|
2K
$33K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 69.6% |
$19.7K - $21.9K
|
608
$10K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 43.75% |
$20.2K - $21.4K
|
1.8K
$29.7K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-820- 6.59% |
$11.8K - $12.5K
|
11.6K
$192K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.04% |
$86.5 - $91.6
|
15.4K
$253K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 16.22% |
$51.5K - $54K
|
18.9K
$311K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-261- 2.36% |
$3.68K - $3.86K
|
10.8K
$178K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.6K- 97.56% |
$177K - $205K
|
315
$5.2K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-398- 47.44% |
$5.59K - $6.47K
|
441
$7.28K
|