Purchases and Sales Made in Q1 2024 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
478K+ 62.49% |
$7.3M - $7.55M
|
1.24M
$20M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
438K+ 54.4% |
$6.68M - $6.92M
|
1.24M
$20M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
438K+ 54.4% |
$6.68M - $6.92M
|
1.24M
$20M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
210KNew |
$3.21M - $3.32M
|
210K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
122K+ 358.25% |
$1.86M - $1.92M
|
155K
$2.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97.6K+ 30.34% |
$1.49M - $1.54M
|
419K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
66.8K+ 451.51% |
$1.02M - $1.06M
|
81.7K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.6K+ 18.66% |
$849K - $879K
|
354K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
52.2KNew |
$797K - $825K
|
52.2K
$839K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.8KNew |
$699K - $723K
|
45.8K
$736K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
42.1KNew |
$644K - $666K
|
42.1K
$678K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39K+ 62.45% |
$595K - $616K
|
101K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.8KNew |
$592K - $613K
|
38.8K
$624K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.2K+ 77.38% |
$476K - $493K
|
71.5K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.1KNew |
$369K - $382K
|
24.1K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.5K+ 6.73% |
$328K - $340K
|
340K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.7K+ 18.27% |
$286K - $296K
|
121K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$224K - $232K
|
14.7K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.9K+ 3.14% |
$212K - $219K
|
456K
$7.33M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
12.9KNew |
$198K - $205K
|
12.9K
$208K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.6K+ 4.48% |
$177K - $184K
|
271K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.59K+ 21.1% |
$131K - $136K
|
49.3K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.27K+ 754.93% |
$126K - $131K
|
9.37K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.69K+ 33.95% |
$86.8K - $89.9K
|
22.4K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.39K+ 16.19% |
$67K - $69.4K
|
31.5K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.34K+ 168.82% |
$66.3K - $68.6K
|
6.91K
$111K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.96K+ 5.21% |
$60.4K - $62.6K
|
80K
$1.29M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.68K+ 28.98% |
$56.2K - $58.2K
|
16.4K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.37K+ 13.3% |
$51.5K - $53.3K
|
28.7K
$461K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.82K+ 13.74% |
$27.8K - $28.8K
|
15.1K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.49K+ 2.44% |
$22.7K - $23.5K
|
62.5K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.17KNew |
$17.8K - $18.4K
|
1.17K
$18.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08K+ 0.45% |
$16.5K - $17K
|
242K
$3.89M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
986+ 1.58% |
$15.1K - $15.6K
|
63.4K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
263+ 1.54% |
$4.02K - $4.16K
|
17.3K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209+ 0.73% |
$3.19K - $3.3K
|
29K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116New |
$1.77K - $1.83K
|
116
$1.87K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74+ 0.47% |
$1.13K - $1.17K
|
15.7K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
65+ 1.25% |
$993 - $1.03K
|
5.28K
$84.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60+ 214.29% |
$916 - $949
|
88
$1.42K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
40+ 1.64% |
$611 - $632
|
2.48K
$39.8K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 4.25% |
$336 - $348
|
540
$8.68K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.59% |
$153 - $158
|
1.71K
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9+ 0.05% |
$137 - $142
|
17.2K
$276K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 57.14% |
$61.1 - $63.2
|
11
$177
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 50.0% |
$122 - $126
|
8
$129
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.34% |
$199 - $206
|
3.8K
$61.1K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-41- 0.22% |
$626 - $648
|
18.9K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-186- 17.17% |
$2.84K - $2.94K
|
897
$14.4K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-205- 96.7% |
$3.13K - $3.24K
|
7
$113
|