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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-400- 3.48% |
$6.48K - $6.83K
|
11.1K
$180K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-460- 3.01% |
$7.46K - $7.86K
|
14.8K
$240K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-521- 0.98% |
$8.45K - $8.9K
|
52.5K
$851K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-583- 0.93% |
$9.45K - $9.96K
|
62.4K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-717- 5.3% |
$11.6K - $12.2K
|
12.8K
$207K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-805- 5.14% |
$13K - $13.7K
|
14.9K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-813Closed |
$13.2K - $13.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-828- 1.55% |
$13.4K - $14.1K
|
52.6K
$852K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-897- 52.86% |
$14.5K - $15.3K
|
800
$13K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.01KClosed |
$16.4K - $17.3K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.09K- 2.53% |
$17.7K - $18.6K
|
42K
$680K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 3.44% |
$23.1K - $24.3K
|
40K
$647K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.46KClosed |
$23.7K - $24.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.48K- 3.38% |
$24K - $25.3K
|
42.2K
$684K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.6KClosed |
$25.9K - $27.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.13KClosed |
$34.6K - $36.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.39K- 0.78% |
$38.8K - $40.8K
|
303K
$4.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 2.73% |
$39.1K - $41.2K
|
86K
$1.39M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.45K- 26.82% |
$39.7K - $41.9K
|
6.69K
$108K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.03KClosed |
$49.1K - $51.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 3.93% |
$54.4K - $57.3K
|
81.9K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.28K- 26.64% |
$102K - $107K
|
17.3K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.73K- 24.03% |
$109K - $115K
|
21.3K
$344K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.91K- 25.27% |
$128K - $135K
|
23.4K
$379K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.72KClosed |
$158K - $166K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8KClosed |
$174K - $184K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.6KClosed |
$189K - $199K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-12.1KClosed |
$196K - $206K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$207K - $218K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.8K- 82.33% |
$208K - $219K
|
2.76K
$44.6K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.1K- 93.97% |
$212K - $223K
|
839
$13.6K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.3K- 92.96% |
$232K - $244K
|
1.08K
$17.5K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22K- 9.16% |
$357K - $376K
|
218K
$3.53M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.3K- 5.44% |
$573K - $603K
|
614K
$9.94M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.2K- 12.41% |
$943K - $993K
|
410K
$6.64M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73.6KClosed |
$1.19M - $1.26M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-117K- 90.52% |
$1.89M - $1.99M
|
12.2K
$198K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-205K- 60.88% |
$3.32M - $3.5M
|
132K
$2.13M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-281KClosed |
$4.56M - $4.81M
|
0
$0
|