Purchases and Sales Made in Q2 2023 in First Trust Multi Asset Divers (MDIV)
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 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.35K- 1.89% |
$19K - $20K
|
70.2K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.5K- 8.96% |
$21.2K - $22.2K
|
15.3K
$246K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 29.81% |
$30.1K - $31.6K
|
5.03K
$81K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.7K- 6.24% |
$38K - $39.9K
|
40.5K
$652K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.22K- 10.27% |
$45.4K - $47.6K
|
28.1K
$453K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 16.22% |
$51.5K - $54K
|
18.9K
$304K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 3.54% |
$55.5K - $58.2K
|
107K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.59K- 3.76% |
$64.7K - $67.8K
|
117K
$1.89M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.38K- 16.41% |
$75.9K - $79.6K
|
27.4K
$442K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.38K- 16.41% |
$75.9K - $79.6K
|
27.4K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.88K- 2.39% |
$83K - $87K
|
240K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.53K- 44.84% |
$134K - $141K
|
11.7K
$189K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 23.42% |
$231K - $242K
|
53.6K
$863K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 12.53% |
$235K - $247K
|
116K
$1.87M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-17.4K- 18.57% |
$245K - $257K
|
76.1K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.6K- 1.93% |
$276K - $290K
|
995K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 7.15% |
$319K - $334K
|
293K
$4.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.9K- 24.5% |
$322K - $338K
|
70.4K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-24.1K- 9.28% |
$340K - $356K
|
235K
$3.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.2K- 10.58% |
$426K - $446K
|
255K
$4.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61K- 14.67% |
$861K - $903K
|
355K
$5.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-65.4K- 71.97% |
$923K - $968K
|
25.5K
$410K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-144K- 53.89% |
$2.03M - $2.13M
|
123K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-244K- 16.89% |
$3.45M - $3.61M
|
1.2M
$19.4M
|