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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-398- 47.44% |
$5.59K - $6.47K
|
441
$7.3K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 24.3% |
$969 - $1.12K
|
215
$3.56K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22.8K- 58.57% |
$329K - $358K
|
16.1K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.5K- 63.63% |
$65K - $70.8K
|
2.57K
$42.6K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-514Closed |
$7.43K - $8.09K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-72- 0.23% |
$1.04K - $1.13K
|
31.8K
$526K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-250- 9.32% |
$3.59K - $4.16K
|
2.43K
$40.3K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-165K- 98.96% |
$2.45M - $2.8M
|
1.73K
$28.7K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.3KClosed |
$258K - $294K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.3KClosed |
$93.9K - $107K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.25KClosed |
$78.2K - $89.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 60.14% |
$16.9K - $19.3K
|
751
$12.4K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500Closed |
$7.45K - $8.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.04% |
$14.9 - $17
|
2.76K
$45.6K
|
|
Q1 2022 | |||||||
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$196K - $206K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.6KClosed |
$189K - $199K
|
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
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.6KClosed |
$25.9K - $27.3K
|
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
|
|
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
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-717- 5.3% |
$11.6K - $12.2K
|
12.8K
$212K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-251- 2.31% |
$4.07K - $4.29K
|
10.6K
$176K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$3.24K - $3.42K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$1.62K - $1.71K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-179KClosed |
$2.87M - $3.05M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.7KClosed |
$491K - $521K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-18.1KClosed |
$289K - $308K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.5KClosed |
$249K - $264K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-12.1KClosed |
$193K - $205K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.51KClosed |
$136K - $144K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$32K - $34K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-250Closed |
$4K - $4.25K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15KClosed |
$244K - $256K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201Closed |
$3.27K - $3.43K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10Closed |
$163 - $171
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1KClosed |
$16.3K - $17.4K
|
0
$0
|
|
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
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-27.5KClosed |
$409K - $451K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-16KClosed |
$238K - $262K
|
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 | |||||||
Jan 26, 2021
Q4 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.2KClosed |
$245K - $280K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.2KClosed |
$164K - $188K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.5KClosed |
$155K - $178K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-741Closed |
$9.97K - $11.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-100Closed |
$1.35K - $1.54K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
SELL
|
- |
-82.4KClosed |
$1.09M - $1.2M
|
0
$0
|