Purchases and Sales Made in Q3 2022 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 Q3 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
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
566K
+ 623.3%
$8.13M - $9.41M
656K $10.6M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
565K
+ 190.86%
$8.12M - $9.4M
861K $13.8M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
269K
+ 41.46%
$3.87M - $4.48M
918K $14.8M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
186K
+ 87.32%
$2.67M - $3.09M
399K $6.41M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
120K
+ 282.18%
$1.72M - $1.99M
162K $2.61M
Nov 02, 2022 Q3 2022
Flaharty Asset Management, LLC

BUY
 -
86.5K
+ 7.06%
$1.24M - $1.44M
1.31M $21.1M
Oct 21, 2022 Q3 2022
True Wealth Advisors, LLC

BUY
 -
55.9K
New
$804K - $930K
55.9K $899K
Nov 14, 2022 Q3 2022
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
50.8K
New
$730K - $845K
50.8K $816K
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
50K
New
$719K - $832K
50K $804K
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
50K
New
$719K - $832K
50K $804K
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
26.7K
New
$384K - $445K
26.7K $430K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
24.8K
+ 144.49%
$356K - $412K
41.9K $674K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
18.6K
New
$267K - $309K
18.6K $299K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
17K
+ 20.12%
$244K - $283K
101K $1.63M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
15.7K
+ 3.83%
$225K - $261K
425K $6.83M
Nov 10, 2022 Q3 2022
Keystone Financial Group

BUY
 -
12.5K
New
$180K - $208K
12.5K $201K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
9.55K
New
$137K - $159K
9.55K $154K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
8.18K
+ 3.06%
$118K - $136K
276K $4.44M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
6.91K
New
$99.3K - $115K
6.91K $111K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
6.35K
+ 16.37%
$91.2K - $106K
45.1K $725K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.25K
+ 3.95%
$89.8K - $104K
165K $2.65M
Oct 06, 2022 Q3 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
5.38K
+ 6.46%
$77.4K - $89.6K
88.7K $1.43M
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.57K
+ 171.2%
$51.2K - $59.3K
5.65K $90.8K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
3.38K
New
$48.6K - $56.2K
3.38K $54.4K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.63K
+ 5.45%
$37.8K - $43.8K
50.9K $818K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.5K
+ 2.93%
$35.9K - $41.5K
87.7K $1.41M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
2.11K
+ 1.0%
$30.3K - $35.1K
213K $3.43M
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
2.06K
+ 0.87%
$29.5K - $34.2K
237K $3.82M
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
1.53K
+ 5.62%
$21.9K - $25.4K
28.6K $461K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
1.49K
+ 2.46%
$21.4K - $24.8K
62.1K $999K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.32K
+ 0.85%
$19K - $21.9K
156K $2.51M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
1.3K
+ 3.55%
$18.7K - $21.7K
38K $611K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.04K
New
$15K - $17.4K
1.04K $16.8K
Nov 01, 2022 Q3 2022
Cottonwood Capital Advisors, LLC

BUY
 -
1.03K
+ 0.93%
$14.8K - $17.1K
112K $1.8M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
834
+ 13.37%
$12K - $13.9K
7.07K $114K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
834
+ 13.37%
$12K - $13.9K
7.07K $114K
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
618
+ 5.48%
$8.88K - $10.3K
11.9K $191K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
582
New
$8.36K - $9.68K
582 $9.36K
Oct 13, 2023 Q3 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
514
New
$7.39K - $8.55K
514 $8.27K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
455
New
$6.54K - $7.57K
455 $7.32K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
303
+ 1.52%
$4.35K - $5.04K
20.3K $326K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
303
+ 1.2%
$4.35K - $5.04K
25.5K $411K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
239
+ 1.59%
$3.43K - $3.98K
15.3K $246K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
239
+ 1.59%
$3.43K - $3.98K
15.3K $246K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
225
+ 0.49%
$3.23K - $3.74K
46.1K $742K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
214
+ 1.71%
$3.08K - $3.56K
12.7K $204K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
34
+ 0.23%
$489 - $566
14.6K $235K
Nov 07, 2022 Q3 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
9
+ 0.34%
$129 - $150
2.66K $42.7K
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

BUY
 -
8
+ 1.69%
$115 - $133
481 $7.73K

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