Purchases and Sales Made in Q1 2022 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST MULTI-ASSET DIVERS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
174K+ 44.75% |
$2.82M - $2.97M
|
563K
$9.16M
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
166KNew |
$2.7M - $2.84M
|
166K
$2.71M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
137K+ 100.97% |
$2.22M - $2.34M
|
273K
$4.44M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
81.2K+ 6.78% |
$1.32M - $1.39M
|
1.28M
$20.8M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.7K+ 11.63% |
$1.24M - $1.31M
|
736K
$12M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.8K+ 8.14% |
$1.1M - $1.16M
|
901K
$14.7M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.8K+ 8.82% |
$807K - $850K
|
614K
$9.99M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.8KNew |
$678K - $714K
|
41.8K
$680K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
40.2KNew |
$652K - $687K
|
40.2K
$654K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.7K+ 111.45% |
$531K - $559K
|
62.1K
$1.01M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.6K+ 68.19% |
$398K - $420K
|
60.6K
$986K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$351K - $370K
|
21.7K
$353K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 10.47% |
$311K - $328K
|
203K
$3.29M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.5K+ 13.23% |
$268K - $282K
|
141K
$2.3M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$241K - $253K
|
14.8K
$241K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$219K - $231K
|
13.5K
$220K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 44.02% |
$209K - $221K
|
42.3K
$688K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 7.27% |
$205K - $216K
|
186K
$3.03M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$202K - $213K
|
12.5K
$203K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11K+ 7.05% |
$178K - $188K
|
167K
$2.72M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.23K+ 33.89% |
$150K - $158K
|
36.5K
$593K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.67K+ 30.83% |
$141K - $148K
|
36.8K
$599K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6.96K+ 23.38% |
$113K - $119K
|
36.7K
$597K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.63K+ 2.53% |
$107K - $113K
|
268K
$4.36M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.75K+ 42.11% |
$93.2K - $98.2K
|
19.4K
$316K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.25KNew |
$85.1K - $89.7K
|
5.25K
$85.4K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.3K+ 4.41% |
$69.7K - $73.4K
|
102K
$1.66M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.68K+ 13.64% |
$59.7K - $62.9K
|
30.7K
$499K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.95K+ 30.83% |
$47.7K - $50.3K
|
12.5K
$203K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.24K+ 3.54% |
$36.4K - $38.3K
|
65.6K
$1.07M
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.04K+ 9.38% |
$33.1K - $34.8K
|
23.8K
$387K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2K+ 13.31% |
$32.3K - $34.1K
|
17K
$276K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.82K+ 2.23% |
$29.5K - $31.1K
|
83.3K
$1.36M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 8.35% |
$24.3K - $25.6K
|
19.5K
$317K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18KNew |
$19.1K - $20.2K
|
1.18K
$19.2K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.03KNew |
$16.6K - $17.5K
|
1.03K
$16.7K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
670+ 1.89% |
$10.9K - $11.4K
|
36K
$586K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
607+ 29.87% |
$9.84K - $10.4K
|
2.64K
$42.9K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
473New |
$7.67K - $8.08K
|
473
$7.7K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138+ 1.81% |
$2.24K - $2.36K
|
7.77K
$126K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 50.0% |
$1.62K - $1.71K
|
300
$4.88K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 0.04% |
$535 - $564
|
80.8K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.24% |
$195 - $205
|
4.89K
$79.5K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$1.62K - $1.71K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-187- 0.08% |
$3.03K - $3.19K
|
235K
$3.82M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-188- 6.86% |
$3.05K - $3.21K
|
2.55K
$41.6K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$3.24K - $3.42K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-251- 2.31% |
$4.07K - $4.29K
|
10.6K
$173K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-278- 4.22% |
$4.51K - $4.75K
|
6.3K
$103K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-356- 0.26% |
$5.77K - $6.08K
|
136K
$2.21M
|