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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 4.36% |
$32.8K - $34.4K
|
47.1K
$759K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.56K- 4.61% |
$39.1K - $41K
|
53K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 6.9% |
$40.4K - $42.3K
|
35.7K
$575K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.79K- 4.4% |
$42.6K - $44.7K
|
60.6K
$977K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.91K- 6.06% |
$74.8K - $78.5K
|
76.1K
$1.23M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.25K- 32.04% |
$80K - $83.9K
|
11.1K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.28KClosed |
$80.5K - $84.4K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.3K- 8.79% |
$80.7K - $84.7K
|
55K
$886K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.7K- 19.86% |
$86.9K - $91.1K
|
23K
$371K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 6.71% |
$159K - $167K
|
145K
$2.34M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14K- 80.36% |
$214K - $224K
|
3.43K
$55.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-14.4K- 27.56% |
$219K - $230K
|
37.8K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 14.42% |
$222K - $233K
|
86.5K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.2K- 4.48% |
$232K - $244K
|
325K
$5.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.4K- 19.12% |
$326K - $342K
|
90.4K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.1K- 65.7% |
$458K - $481K
|
15.7K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.4K- 23.35% |
$631K - $662K
|
136K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59.4K- 72.69% |
$905K - $949K
|
22.3K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-88K- 47.07% |
$1.34M - $1.41M
|
98.9K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-89.1K- 87.83% |
$1.36M - $1.42M
|
12.3K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-129K- 21.23% |
$1.97M - $2.07M
|
480K
$7.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-478K- 38.46% |
$7.29M - $7.64M
|
765K
$12.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-478K- 38.46% |
$7.29M - $7.64M
|
765K
$12.3M
|