Purchases and Sales Made in Q3 2023 in First Trust Multi Asset Divers (MDIV)
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 3.67% |
$14.5K - $15.4K
|
26.4K
$425K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 8.71% |
$14.8K - $15.7K
|
10.8K
$174K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.03K- 2.2% |
$14.8K - $15.7K
|
45.7K
$735K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 43.75% |
$20.2K - $21.4K
|
1.8K
$28.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.49K- 2.39% |
$21.5K - $22.8K
|
61K
$982K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.57K- 1.43% |
$22.6K - $24K
|
109K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.82K- 2.58% |
$26.2K - $27.7K
|
68.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.91K- 0.37% |
$27.6K - $29.2K
|
510K
$8.2M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.09K- 14.45% |
$30.1K - $31.9K
|
12.4K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.2K- 14.43% |
$31.7K - $33.6K
|
13.1K
$210K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.47K- 3.81% |
$35.6K - $37.7K
|
62.3K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.91K- 6.81% |
$42K - $44.5K
|
39.9K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.94K- 1.11% |
$56.7K - $60.1K
|
351K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.26K- 99.98% |
$61.4K - $65.1K
|
1
$16.1
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.09K- 1.74% |
$73.4K - $77.8K
|
288K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.38K- 26.86% |
$77.5K - $82.2K
|
14.7K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.42K- 4.66% |
$78.1K - $82.8K
|
111K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.97K- 3.56% |
$129K - $137K
|
243K
$3.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.56K- 23.09% |
$138K - $146K
|
31.8K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 16.37% |
$166K - $175K
|
58.7K
$944K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 11.87% |
$184K - $194K
|
94.6K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 6.48% |
$220K - $233K
|
220K
$3.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.2K- 25.09% |
$306K - $324K
|
63.3K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-25.9K- 64.05% |
$374K - $396K
|
14.6K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.4K- 12.69% |
$466K - $494K
|
223K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.2K- 65.75% |
$508K - $538K
|
18.4K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.4K- 4.61% |
$798K - $846K
|
1.15M
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-190K- 19.14% |
$2.74M - $2.91M
|
804K
$12.9M
|