Purchases and Sales Made in Q3 2023 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 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
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
85.3K
+ 120.51%
$1.23M - $1.3M
156K $2.51M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
58.3K
+ 3.95%
$840K - $891K
1.54M $24.7M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
49.9K
+ 20.01%
$720K - $763K
300K $4.82M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
41.3K
New
$595K - $631K
41.3K $664K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
20.4K
New
$294K - $312K
20.4K $328K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
16.4K
New
$236K - $250K
16.4K $263K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
13.6K
New
$196K - $208K
13.6K $219K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
11K
New
$158K - $167K
11K $176K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
10.6K
New
$153K - $162K
10.6K $171K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
10.4K
New
$149K - $158K
10.4K $167K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
7.18K
+ 4.36%
$103K - $110K
172K $2.76M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
7.09K
+ 18.2%
$102K - $108K
46K $740K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
5.75K
+ 287.5%
$82.9K - $87.8K
7.75K $125K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
5.42K
+ 4.61%
$78.1K - $82.8K
123K $1.98M
Oct 30, 2023 Q3 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
4.8K
+ 25.69%
$69.2K - $73.3K
23.5K $378K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.64K
+ 41.99%
$66.8K - $70.8K
15.7K $252K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
4.29K
+ 2.31%
$61.8K - $65.5K
190K $3.06M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.62K
+ 2.1%
$52.1K - $55.2K
176K $2.83M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.33K
+ 1.7%
$48K - $50.9K
199K $3.2M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.11K
+ 1.29%
$44.8K - $47.5K
243K $3.92M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
1.78K
+ 5.1%
$25.6K - $27.1K
36.6K $588K
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
1.58K
New
$22.7K - $24.1K
1.58K $25.3K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
1.13K
+ 1.02%
$16.3K - $17.3K
112K $1.8M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
693
+ 4.79%
$9.99K - $10.6K
15.2K $244K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
689
+ 3.22%
$9.93K - $10.5K
22.1K $355K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
391
New
$5.63K - $5.97K
391 $6.29K
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
348
+ 0.46%
$5.01K - $5.31K
76.5K $1.23M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
337
New
$4.86K - $5.15K
337 $5.42K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
300
+ 1.07%
$4.32K - $4.58K
28.4K $457K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
168
+ 7.48%
$2.42K - $2.57K
2.42K $38.8K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
147
+ 0.86%
$2.12K - $2.24K
17.3K $277K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
80
+ 1.59%
$1.15K - $1.22K
5.11K $82.1K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
51
+ 0.17%
$735 - $779
30.1K $484K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
41
+ 0.22%
$591 - $626
18.9K $305K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
30
New
$432 - $458
30 $482
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
29
+ 0.25%
$418 - $443
11.5K $185K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
19
+ 0.05%
$274 - $290
36.8K $592K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
8
+ 0.3%
$115 - $122
2.69K $43.3K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-6
- 0.04%
$86.5 - $91.6
15.4K $247K
Nov 14, 2023 Q3 2023
Harvest Investment Services, LLC

SELL
 -
-7
- 0.01%
$101 - $107
117K $1.88M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

SELL
 -
-166
- 0.28%
$2.39K - $2.53K
59K $948K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-251
- 0.42%
$3.62K - $3.83K
60.1K $967K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-450
- 2.95%
$6.48K - $6.87K
14.8K $238K
Oct 27, 2023 Q3 2023
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-592
- 3.48%
$8.53K - $9.04K
16.4K $264K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

SELL
 -
-686
- 30.85%
$9.89K - $10.5K
1.54K $24.7K
Oct 05, 2023 Q3 2023
Qp Wealth Management, LLC

SELL
 -
-820
- 6.59%
$11.8K - $12.5K
11.6K $187K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-964
- 28.24%
$13.9K - $14.7K
2.45K $39.4K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-986
- 0.8%
$14.2K - $15.1K
122K $1.97M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-1K
- 10.38%
$14.4K - $15.3K
8.64K $139K

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