Purchases and Sales Made in Q4 2021 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-200- 9.09% |
$3.2K - $3.4K
|
2K
$32.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-218- 0.35% |
$3.49K - $3.7K
|
63K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-250Closed |
$4K - $4.25K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-393- 1.3% |
$6.28K - $6.68K
|
29.8K
$479K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-450- 39.13% |
$7.2K - $7.65K
|
700
$11.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-556- 0.68% |
$8.89K - $9.45K
|
80.7K
$1.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-624Closed |
$9.98K - $10.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-992- 5.98% |
$15.9K - $16.9K
|
15.6K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.02K- 19.34% |
$16.3K - $17.4K
|
4.26K
$68.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.03KClosed |
$16.4K - $17.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 12.38% |
$17.2K - $18.3K
|
7.63K
$123K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 6.9% |
$18.2K - $19.4K
|
15.4K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.25K- 9.38% |
$20K - $21.3K
|
12.1K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 5.31% |
$21.1K - $22.4K
|
23.6K
$379K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.41K- 4.79% |
$22.5K - $24K
|
28K
$450K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 4.81% |
$23.7K - $25.2K
|
29.4K
$472K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 4.6% |
$31.9K - $33.9K
|
41.4K
$666K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$32K - $34K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.09K- 6.64% |
$33.4K - $35.5K
|
29.4K
$472K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.24K- 0.48% |
$35.8K - $38.1K
|
469K
$7.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.18K- 1.33% |
$50.8K - $53.9K
|
235K
$3.78M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.25KClosed |
$52K - $55.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.69K- 25.58% |
$75K - $79.7K
|
13.7K
$220K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.94K- 6.3% |
$94.9K - $101K
|
88.4K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-6.69K- 13.44% |
$107K - $114K
|
43.1K
$692K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.09K- 20.66% |
$113K - $121K
|
27.2K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.51KClosed |
$136K - $144K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.33K- 37.34% |
$149K - $159K
|
15.7K
$252K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.48K- 5.17% |
$152K - $161K
|
174K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 2.04% |
$188K - $200K
|
564K
$9.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-12.1KClosed |
$193K - $205K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 8.36% |
$198K - $211K
|
136K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.5KClosed |
$249K - $264K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-18.1KClosed |
$289K - $308K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.7KClosed |
$491K - $521K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.2K- 5.21% |
$579K - $615K
|
659K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.8K- 25.66% |
$861K - $915K
|
156K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75.4K- 23.89% |
$1.21M - $1.28M
|
240K
$3.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-102K- 10.87% |
$1.63M - $1.73M
|
833K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-179KClosed |
$2.87M - $3.05M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-831K- 71.18% |
$13.3M - $14.1M
|
336K
$5.41M
|