Purchases and Sales Made in Q3 2022 in First Trust Multi Asset Divers (MDIV)
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
|
Citigroup Inc
|
SELL
|
- |
-2- 0.1% |
$28.7 - $33.3
|
2K
$32.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 1.45% |
$1.25K - $1.45K
|
5.92K
$95.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-250- 9.32% |
$3.59K - $4.16K
|
2.43K
$39.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-455- 1.08% |
$6.54K - $7.57K
|
41.8K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-518- 3.3% |
$7.44K - $8.62K
|
15.2K
$245K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-731- 1.59% |
$10.5K - $12.2K
|
45.1K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-793- 3.63% |
$11.4K - $13.2K
|
21.1K
$339K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-902- 0.49% |
$13K - $15K
|
185K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43K- 0.43% |
$20.5K - $23.8K
|
334K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 31.03% |
$21.8K - $25.2K
|
3.37K
$54.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.54K- 0.17% |
$22.1K - $25.6K
|
929K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.15K- 4.17% |
$30.9K - $35.8K
|
49.5K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.17K- 10.2% |
$31.2K - $36.1K
|
19.1K
$308K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.78K- 4.49% |
$40K - $46.3K
|
59.2K
$953K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4K- 26.92% |
$57.5K - $66.6K
|
10.9K
$175K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.23K- 5.99% |
$75.1K - $87K
|
82K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.26K- 86.24% |
$75.6K - $87.5K
|
839
$13.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.39K- 28.36% |
$91.8K - $106K
|
16.1K
$260K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.48K- 10.86% |
$93.1K - $108K
|
53.2K
$857K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-10.1K- 20.64% |
$145K - $168K
|
38.8K
$626K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10.1K- 7.59% |
$145K - $168K
|
123K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.5K- 35.9% |
$352K - $407K
|
43.7K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-53.2K- 68.51% |
$765K - $886K
|
24.5K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-194K- 21.05% |
$2.79M - $3.23M
|
727K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.21M- 82.29% |
$31.7M - $36.7M
|
475K
$7.65M
|