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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-662- 7.84% |
$10.4K - $11.1K
|
7.78K
$125K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-911- 5.88% |
$14.3K - $15.3K
|
14.6K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-970- 2.72% |
$15.2K - $16.3K
|
34.7K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.37K- 1.18% |
$21.4K - $22.9K
|
114K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.42K- 36.84% |
$22.3K - $23.8K
|
2.44K
$39.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.75K- 3.92% |
$27.4K - $29.3K
|
42.8K
$690K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 3.0% |
$28.5K - $30.5K
|
58.8K
$948K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.14K- 6.48% |
$33.6K - $35.8K
|
30.9K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.46K- 1.17% |
$38.5K - $41.1K
|
207K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.53K- 4.11% |
$39.7K - $42.4K
|
59.1K
$951K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 82.76% |
$49.3K - $52.7K
|
655
$10.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.19K- 26.87% |
$65.8K - $70.3K
|
11.4K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.44K- 10.27% |
$85.4K - $91.2K
|
47.5K
$766K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.14K- 17.28% |
$128K - $136K
|
39K
$628K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.4K- 49.87% |
$227K - $242K
|
14.5K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15K- 10.36% |
$236K - $252K
|
130K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 12.28% |
$256K - $274K
|
117K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-17K- 18.98% |
$267K - $285K
|
72.6K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.4K- 92.83% |
$335K - $358K
|
1.65K
$26.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-22.8K- 60.32% |
$358K - $382K
|
15K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32K- 5.61% |
$503K - $537K
|
539K
$8.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.3K- 9.6% |
$538K - $575K
|
323K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-36.7K- 37.07% |
$575K - $615K
|
62.3K
$1M
|