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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50.3KClosed |
$665K - $732K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-47.7KClosed |
$631K - $694K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21KClosed |
$278K - $306K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14.5KClosed |
$193K - $212K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-11.9KClosed |
$157K - $173K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-10.1KClosed |
$134K - $147K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03KClosed |
$13.6K - $15K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-450Closed |
$5.96K - $6.55K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400Closed |
$5.3K - $5.82K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-49.3KClosed |
$534K - $776K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20.9KClosed |
$227K - $329K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10KClosed |
$109K - $158K
|
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
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1KClosed |
$10.8K - $15.8K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-644- 2.86% |
$6.98K - $10.1K
|
21.9K
$367K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-600Closed |
$6.5K - $9.45K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-29Closed |
$314 - $457
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-59.8KClosed |
$580K - $1.14M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-28KClosed |
$272K - $533K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.4KClosed |
$130K - $255K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-12.3KClosed |
$120K - $235K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-10.1KClosed |
$97.6K - $192K
|
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 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.43KClosed |
$13.9K - $27.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Wms Partners, LLC
|
SELL
|
- |
-12.1KClosed |
$220K - $229K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10.2KClosed |
$181K - $190K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.1KClosed |
$19.6K - $20.6K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 9.09% |
$890 - $935
|
500
$8.38K
|
|
| Q2 2019 | |||||||
|
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
|
|
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.32KClosed |
$23.9K - $24.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-239Closed |
$4.33K - $4.48K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 19, 2019
Q1 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.96KClosed |
$50K - $54.6K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.61KClosed |
$44.1K - $48.2K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.32KClosed |
$22.2K - $24.3K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-500Closed |
$8.46K - $9.24K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26.2KClosed |
$424K - $486K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-20.1KClosed |
$326K - $374K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$322K - $369K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10KClosed |
$162K - $186K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.4KClosed |
$38.9K - $44.6K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-1.2KClosed |
$19.5K - $22.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-400Closed |
$6.48K - $7.43K
|
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
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.46KClosed |
$26.7K - $27.7K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-210Closed |
$3.84K - $3.98K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$199K - $208K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.18KClosed |
$163K - $170K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-449Closed |
$7.98K - $8.32K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-427Closed |
$7.59K - $7.91K
|
0
$0
|
|