Purchases and Sales Made in Q2 2022 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.12M+ 376.13% |
$31.6M - $36M
|
2.68M
$43.1M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 25.07% |
$2.75M - $3.14M
|
921K
$14.8M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
60.2K+ 13997.21% |
$897K - $1.02M
|
60.6K
$975K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48K+ 131.69% |
$715K - $816K
|
84.5K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.5K+ 214.4% |
$692K - $790K
|
68.1K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.2K+ 27.32% |
$570K - $650K
|
178K
$2.87M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.3K+ 5.76% |
$526K - $601K
|
649K
$10.4M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.3K+ 5.76% |
$526K - $601K
|
649K
$10.4M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.4K+ 10.71% |
$483K - $552K
|
335K
$5.39M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.3K+ 3.26% |
$437K - $499K
|
930K
$15M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 46.1% |
$427K - $487K
|
90.8K
$1.46M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23K+ 8.43% |
$343K - $391K
|
296K
$4.76M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
17.2KNew |
$256K - $292K
|
17.2K
$276K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17K+ 12.04% |
$253K - $289K
|
158K
$2.55M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6KNew |
$217K - $248K
|
14.6K
$234K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12.5KNew |
$186K - $212K
|
12.5K
$201K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.9K+ 1416.92% |
$177K - $202K
|
12.7K
$205K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9.3K+ 9.14% |
$139K - $158K
|
111K
$1.79M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.75K+ 4.32% |
$130K - $149K
|
211K
$3.4M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.14K+ 13.59% |
$106K - $121K
|
59.7K
$960K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.24KNew |
$92.9K - $106K
|
6.24K
$100K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.02K+ 14.26% |
$89.7K - $102K
|
48.3K
$776K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 9.77% |
$60.9K - $69.4K
|
45.9K
$738K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.24K+ 3.96% |
$48.3K - $55.1K
|
85.2K
$1.37M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.13K+ 16.13% |
$46.6K - $53.2K
|
22.5K
$362K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.68KNew |
$40K - $45.6K
|
2.68K
$43.1K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.45K+ 6.13% |
$36.5K - $41.7K
|
42.4K
$682K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.23K+ 23.31% |
$33.2K - $37.9K
|
11.8K
$189K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.84K+ 7.86% |
$27.4K - $31.3K
|
25.2K
$406K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.3K+ 1.51% |
$19.4K - $22.1K
|
87.3K
$1.4M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.23KNew |
$18.3K - $20.9K
|
1.23K
$19.8K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 3.49% |
$15.3K - $17.4K
|
30.4K
$489K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 92.34% |
$14.9K - $17K
|
2.08K
$33.5K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
996+ 5.12% |
$14.8K - $16.9K
|
20.5K
$329K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
862New |
$12.8K - $14.7K
|
862
$13.9K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
856+ 5.76% |
$12.8K - $14.6K
|
15.7K
$253K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
800New |
$11.9K - $13.6K
|
800
$12.9K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400+ 0.17% |
$5.96K - $6.8K
|
235K
$3.78M
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
307+ 0.73% |
$4.57K - $5.22K
|
42.3K
$680K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
221+ 1.49% |
$3.29K - $3.76K
|
15.1K
$242K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
221+ 1.49% |
$3.29K - $3.76K
|
15.1K
$242K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.3% |
$119 - $136
|
2.65K
$42.6K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2+ 0.1% |
$29.8 - $34
|
2K
$32.2K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.04% |
$14.9 - $17
|
2.76K
$44.3K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.2% |
$149 - $170
|
4.88K
$78.5K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-313- 0.12% |
$4.66K - $5.32K
|
268K
$4.31M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-360- 0.19% |
$5.36K - $6.12K
|
186K
$2.99M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-400- 50.0% |
$5.96K - $6.8K
|
400
$6.43K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-447- 0.72% |
$6.66K - $7.6K
|
61.9K
$996K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500Closed |
$7.45K - $8.5K
|
0
$0
|