Purchases and Sales Made in Q2 2024 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 25.21% |
$1.75M - $1.84M
|
571K
$9.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.5K+ 20.16% |
$1.29M - $1.35M
|
504K
$8.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
58.7KNew |
$895K - $938K
|
58.7K
$943K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23.4K+ 1.76% |
$357K - $374K
|
1.35M
$21.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 2.81% |
$322K - $338K
|
773K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 9.77% |
$180K - $189K
|
133K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.77K+ 10.28% |
$149K - $156K
|
105K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.53K+ 24.57% |
$145K - $152K
|
48.3K
$777K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.93K+ 7.55% |
$121K - $127K
|
113K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.16K+ 22.74% |
$109K - $115K
|
38.7K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.46K+ 58.31% |
$83.3K - $87.4K
|
14.8K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.24K+ 10.48% |
$79.9K - $83.8K
|
55.3K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.55K+ 1.0% |
$54.2K - $56.8K
|
357K
$5.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.5K+ 50.62% |
$53.4K - $56K
|
10.4K
$167K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.73K+ 6.47% |
$41.6K - $43.6K
|
44.9K
$722K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.45K+ 0.9% |
$37.3K - $39.1K
|
273K
$4.39M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.87K+ 9.93% |
$28.6K - $30K
|
20.8K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.5K+ 3.48% |
$22.9K - $24K
|
44.6K
$717K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47K+ 12.41% |
$22.4K - $23.4K
|
13.3K
$214K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 52.6% |
$20.1K - $21K
|
3.82K
$61.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.14K+ 0.71% |
$17.3K - $18.2K
|
162K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
800New |
$12.2K - $12.8K
|
800
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
662+ 8.51% |
$10.1K - $10.6K
|
8.44K
$136K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
615+ 4.1% |
$9.38K - $9.83K
|
15.6K
$251K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
320+ 1.87% |
$4.88K - $5.12K
|
17.5K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
310New |
$4.73K - $4.96K
|
310
$4.98K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
243+ 1.61% |
$3.71K - $3.89K
|
15.3K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
121+ 137.5% |
$1.85K - $1.93K
|
209
$3.36K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
106New |
$1.62K - $1.69K
|
106
$1.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 3.15% |
$442 - $464
|
951
$15.3K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 1.09% |
$412 - $432
|
2.5K
$40.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.82% |
$214 - $224
|
1.73K
$27.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 1.48% |
$122 - $128
|
548
$8.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 1.01% |
$61 - $64
|
393
$6.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-122- 0.78% |
$1.86K - $1.95K
|
15.5K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-128- 0.16% |
$1.95K - $2.05K
|
79.8K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 1.27% |
$3.05K - $3.2K
|
15.5K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 2.3% |
$4.58K - $4.8K
|
12.8K
$205K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-315- 1.82% |
$4.8K - $5.04K
|
17K
$273K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-318- 7.61% |
$4.85K - $5.08K
|
3.86K
$62.1K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-340- 0.16% |
$5.19K - $5.44K
|
210K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 0.16% |
$5.81K - $6.09K
|
242K
$3.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-662- 20.48% |
$10.1K - $10.6K
|
2.57K
$41.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-910- 1.46% |
$13.9K - $14.6K
|
61.6K
$990K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.14K- 2.03% |
$17.3K - $18.2K
|
54.9K
$882K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.2K- 1.68% |
$18.3K - $19.2K
|
70.3K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.33K- 3.86% |
$20.2K - $21.2K
|
33K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 1.85% |
$25.8K - $27K
|
89.6K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.71K- 1.46% |
$26.1K - $27.4K
|
115K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.73K- 13.65% |
$26.4K - $27.7K
|
11K
$176K
|