Purchases and Sales Made in Q1 2023 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q1 2023. 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 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$1.41K - $1.63K
|
100
$1.65K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 12.17% |
$1.41K - $1.63K
|
922
$15.2K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 0.86% |
$407 - $471
|
3.39K
$55.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 1.81% |
$126 - $146
|
507
$8.35K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.34% |
$126 - $146
|
2.68K
$44.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.33% |
$28.1 - $32.5
|
615
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$14.1 - $16.3
|
16.8K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 24.3% |
$969 - $1.12K
|
215
$3.54K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-147- 0.32% |
$2.07K - $2.39K
|
45.1K
$743K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-272- 2.4% |
$3.82K - $4.42K
|
11.1K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-398- 47.44% |
$5.59K - $6.47K
|
441
$7.26K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-416- 0.7% |
$5.84K - $6.76K
|
58.7K
$967K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-600- 23.08% |
$8.43K - $9.75K
|
2K
$32.9K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-675- 0.6% |
$9.48K - $11K
|
111K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-894- 0.73% |
$12.6K - $14.5K
|
122K
$2.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.4K- 14.81% |
$33.6K - $38.9K
|
13.8K
$227K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.55K- 8.87% |
$35.9K - $41.5K
|
26.2K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.83K- 14.57% |
$39.8K - $46K
|
16.6K
$274K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.64K- 30.05% |
$65.2K - $75.4K
|
10.8K
$178K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.11K- 14.15% |
$85.8K - $99.3K
|
37K
$610K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.34K- 25.67% |
$89K - $103K
|
18.3K
$302K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.07K- 8.99% |
$99.3K - $115K
|
71.5K
$1.18M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 13.03% |
$155K - $179K
|
73.6K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.2K- 22.28% |
$157K - $182K
|
39K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 3.75% |
$173K - $200K
|
316K
$5.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.6K- 97.56% |
$177K - $205K
|
315
$5.19K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.7K- 7.15% |
$192K - $222K
|
178K
$2.93M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.5K- 26.57% |
$275K - $318K
|
54K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.5K- 64.67% |
$288K - $333K
|
11.2K
$184K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.7K- 24.49% |
$319K - $369K
|
70K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.7K- 6.46% |
$347K - $402K
|
358K
$5.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.7K- 47.8% |
$403K - $467K
|
31.4K
$517K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.2K- 12.49% |
$536K - $620K
|
267K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.1K- 14.19% |
$662K - $766K
|
285K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107K- 20.39% |
$1.5M - $1.73M
|
416K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.11M- 69.48% |
$15.6M - $18M
|
486K
$8.01M
|