Purchases and Sales Made in Q3 2024 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 25.72% |
$3.12M - $3.33M
|
972K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 21.85% |
$1.73M - $1.84M
|
614K
$9.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
61.3KNew |
$961K - $1.03M
|
61.3K
$985K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44.1KNew |
$692K - $739K
|
44.1K
$709K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
39.5K+ 102.05% |
$619K - $661K
|
78.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 4.83% |
$580K - $619K
|
802K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36.9KNew |
$579K - $619K
|
36.9K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
35.1K+ 78.31% |
$551K - $589K
|
80K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.7KNew |
$482K - $515K
|
30.7K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.9K+ 7.97% |
$407K - $435K
|
351K
$5.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
25.7K+ 1.9% |
$404K - $431K
|
1.38M
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.7K+ 6.1% |
$262K - $279K
|
290K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
15.4KNew |
$242K - $258K
|
15.4K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15K+ 14.32% |
$235K - $252K
|
120K
$1.93M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14KNew |
$219K - $234K
|
14K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.4KNew |
$211K - $225K
|
13.4K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.4KNew |
$195K - $209K
|
12.4K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.2K+ 82.0% |
$191K - $204K
|
27K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.1KNew |
$175K - $187K
|
11.1K
$179K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 6.44% |
$164K - $175K
|
172K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 44.77% |
$157K - $167K
|
32.3K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.78K+ 8.67% |
$153K - $164K
|
123K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.21K+ 6.04% |
$129K - $138K
|
144K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.97K+ 14.43% |
$109K - $117K
|
55.3K
$889K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.11K+ 58.7% |
$95.9K - $102K
|
16.5K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.61K+ 1.17% |
$88.1K - $94.1K
|
486K
$7.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.26K+ 39.57% |
$82.5K - $88.1K
|
18.5K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 1.88% |
$71.2K - $76K
|
246K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$57K - $60.9K
|
3.63K
$58.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 3.99% |
$54.2K - $57.9K
|
90K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.79K+ 18.24% |
$43.8K - $46.8K
|
18.1K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$25.2K - $26.9K
|
1.6K
$25.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.45K+ 2.63% |
$22.8K - $24.4K
|
56.7K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 7.86% |
$19.1K - $20.4K
|
16.7K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
899+ 1.64% |
$14.1K - $15.1K
|
55.8K
$897K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522+ 0.58% |
$8.19K - $8.75K
|
90.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
194+ 0.35% |
$3.04K - $3.25K
|
55.2K
$887K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
154+ 1.41% |
$2.42K - $2.58K
|
11.1K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$1.57K - $1.68K
|
100
$1.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
28+ 0.16% |
$439 - $469
|
17.5K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 1.12% |
$439 - $469
|
2.53K
$40.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.58% |
$157 - $168
|
1.74K
$27.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.91% |
$78.5 - $83.8
|
553
$8.89K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.65% |
$31.4 - $33.5
|
312
$5.02K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-92- 2.69% |
$1.44K - $1.54K
|
3.33K
$53.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-207- 99.04% |
$3.25K - $3.47K
|
2
$32.2
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-229- 1.35% |
$3.59K - $3.84K
|
16.8K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-273- 0.36% |
$4.28K - $4.58K
|
75.8K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-297- 0.42% |
$4.66K - $4.98K
|
70K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-390- 0.49% |
$6.12K - $6.54K
|
79.4K
$1.28M
|