Purchases and Sales Made in Q2 2023 in First Trust Multi Asset Divers (MDIV)

MDIV Quotes by TradingView

This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q2 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
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
91K
+ 25.43%
$1.28M - $1.35M
449K $7.21M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
72.7K
+ 193.65%
$1.03M - $1.08M
110K $1.77M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
70.8K
New
$999K - $1.05M
70.8K $1.14M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
40K
New
$564K - $591K
40K $643K
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
31.8K
+ 2.2%
$449K - $471K
1.48M $23.8M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
30.6K
+ 56.6%
$431K - $452K
84.6K $1.36M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
25.8K
+ 5.3%
$364K - $381K
512K $8.23M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
24.8K
+ 17.71%
$349K - $366K
165K $2.65M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
20K
New
$283K - $296K
20K $322K
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
18.1K
+ 10.2%
$256K - $268K
196K $3.15M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
15.4K
+ 16.22%
$218K - $228K
111K $1.78M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
12.8K
+ 8.05%
$181K - $190K
172K $2.77M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11K
New
$156K - $163K
11K $178K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
9.56K
+ 18.04%
$135K - $141K
62.5K $1.01M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
9.56K
+ 30.02%
$135K - $141K
41.4K $665K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
8.19K
+ 62.11%
$116K - $121K
21.4K $344K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
7.88K
+ 13.85%
$111K - $117K
64.8K $1.04M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
6.1K
+ 47.64%
$86.1K - $90.2K
18.9K $304K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.54K
+ 9.06%
$49.9K - $52.3K
42.6K $684K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
3.43K
+ 12.86%
$48.3K - $50.7K
30.1K $483K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.33K
+ 24.18%
$47K - $49.3K
17.1K $275K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
3.11K
+ 9.81%
$43.9K - $46K
34.8K $559K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
3K
+ 26.2%
$42.3K - $44.4K
14.5K $232K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2.08K
+ 11.31%
$29.3K - $30.7K
20.4K $328K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.97K
+ 15.79%
$27.8K - $29.2K
14.5K $233K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.65K
+ 0.66%
$23.3K - $24.4K
252K $4.05M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
1.63K
+ 3.62%
$23K - $24.1K
46.7K $752K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.35K
+ 1.16%
$19K - $19.9K
118K $1.89M
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.3K
+ 3.14%
$18.4K - $19.2K
42.8K $688K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
1.03K
+ 9.54%
$14.5K - $15.2K
11.8K $190K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
815
+ 5.6%
$11.5K - $12.1K
15.4K $247K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
800
New
$11.3K - $11.8K
800 $12.9K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
753
+ 7.02%
$10.6K - $11.1K
11.5K $185K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
681
+ 0.37%
$9.61K - $10.1K
186K $2.99M
Aug 08, 2023 Q2 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
389
+ 2.34%
$5.49K - $5.75K
17K $273K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
376
+ 0.64%
$5.31K - $5.56K
59.1K $951K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
329
+ 0.55%
$4.64K - $4.87K
60.4K $971K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
67
+ 13.21%
$945 - $991
574 $9.23K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
36
+ 1.65%
$508 - $532
2.22K $35.8K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
22
+ 0.65%
$310 - $325
3.41K $54.9K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
14
+ 1.34%
$198 - $207
1.06K $17K
Jul 31, 2023 Q2 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
10
+ 0.37%
$141 - $148
2.69K $43.2K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

SELL
 -
-189
- 0.48%
$2.67K - $2.8K
39K $626K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-240
- 1.55%
$3.39K - $3.55K
15.3K $245K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-259
- 0.7%
$3.65K - $3.83K
36.8K $592K
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-261
- 2.36%
$3.68K - $3.86K
10.8K $174K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-400
- 15.11%
$5.64K - $5.92K
2.25K $36.1K
Jul 13, 2023 Q2 2023
Qp Wealth Management, LLC

SELL
 -
-460
- 3.57%
$6.49K - $6.8K
12.4K $200K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-834
- 18.0%
$11.8K - $12.3K
3.8K $61.1K

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