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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-270- 0.45% |
$4.12K - $4.27K
|
60.3K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-360- 0.83% |
$5.5K - $5.69K
|
43.1K
$694K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-434- 0.37% |
$6.63K - $6.86K
|
117K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-536- 6.45% |
$8.18K - $8.47K
|
7.78K
$125K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-646- 4.41% |
$9.86K - $10.2K
|
14K
$226K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-920- 3.34% |
$14K - $14.5K
|
26.6K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.16K- 8.92% |
$17.7K - $18.3K
|
11.8K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.4K- 8.55% |
$21.4K - $22.2K
|
15K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.64K- 1.45% |
$25K - $25.9K
|
112K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.89K- 3.29% |
$28.9K - $29.9K
|
55.5K
$895K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 2.03% |
$28.9K - $29.9K
|
91.3K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.9K- 3.28% |
$29K - $30K
|
56K
$902K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.1K- 14.18% |
$32K - $33.1K
|
12.7K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.1K- 5.77% |
$32.1K - $33.2K
|
34.3K
$553K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.96K- 13.53% |
$45.1K - $46.7K
|
18.9K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3K- 54.55% |
$45.8K - $47.4K
|
2.5K
$40.3K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 0.99% |
$54.3K - $56.2K
|
354K
$5.7M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.7K- 25.61% |
$56.5K - $58.5K
|
10.8K
$173K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.07K- 9.6% |
$62.2K - $64.4K
|
38.4K
$618K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.23K- 9.47% |
$79.9K - $82.7K
|
50K
$806K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.26K- 59.99% |
$95.7K - $99K
|
4.18K
$67.3K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.64K- 6.53% |
$101K - $105K
|
95K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.45K- 6.63% |
$114K - $118K
|
105K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.5K- 6.67% |
$175K - $182K
|
161K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 43.07% |
$180K - $187K
|
15.6K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-12K- 6.06% |
$184K - $190K
|
187K
$3.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12.2K- 41.15% |
$186K - $193K
|
17.4K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 9.16% |
$273K - $282K
|
177K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18K- 2.33% |
$274K - $284K
|
752K
$12.1M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 19.43% |
$298K - $309K
|
81K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 79.94% |
$706K - $731K
|
11.6K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-136K- 57.38% |
$2.08M - $2.15M
|
101K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-216K- 13.96% |
$3.3M - $3.41M
|
1.33M
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-220K- 54.55% |
$3.37M - $3.49M
|
184K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-378K- 38.27% |
$5.77M - $5.97M
|
609K
$9.82M
|