Purchases and Sales Made in Q4 2022 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q4 2022. 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 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.12M+ 235.43% |
$16.2M - $17.6M
|
1.59M
$25.6M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
444K+ 48.3% |
$6.41M - $6.98M
|
1.36M
$21.9M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
112K+ 8.55% |
$1.62M - $1.77M
|
1.42M
$22.9M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$905K - $985K
|
62.6K
$1.01M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.4K+ 19.32% |
$498K - $542K
|
213K
$3.42M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.9K+ 16.33% |
$388K - $423K
|
192K
$3.08M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3KNew |
$365K - $398K
|
25.3K
$407K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 32.76% |
$265K - $288K
|
74.2K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
15.6KNew |
$225K - $245K
|
15.6K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.3KNew |
$221K - $241K
|
15.3K
$246K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 28.12% |
$183K - $200K
|
57.8K
$929K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$166K - $180K
|
11.5K
$184K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
11.5KNew |
$165K - $180K
|
11.5K
$184K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
11.3KNew |
$164K - $178K
|
11.3K
$182K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$156K - $170K
|
10.8K
$174K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 23.64% |
$149K - $162K
|
54K
$868K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 68.96% |
$146K - $158K
|
24.7K
$397K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.25K+ 41.17% |
$134K - $145K
|
31.7K
$510K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.05K+ 1555.67% |
$131K - $142K
|
9.64K
$155K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.4KNew |
$121K - $132K
|
8.4K
$135K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.59K+ 1083.86% |
$110K - $119K
|
8.29K
$133K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.19K+ 2.19% |
$74.9K - $81.6K
|
242K
$3.9M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.77K+ 4.7% |
$68.9K - $75K
|
106K
$1.71M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.84K+ 3.21% |
$41.1K - $44.7K
|
91.5K
$1.47M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.15K+ 8.41% |
$31K - $33.8K
|
27.7K
$445K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
841+ 184.84% |
$12.2K - $13.2K
|
1.3K
$20.8K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
800New |
$11.6K - $12.6K
|
800
$12.9K
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
714+ 1.71% |
$10.3K - $11.2K
|
42.5K
$684K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
613New |
$8.86K - $9.64K
|
613
$9.86K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
600New |
$8.67K - $9.44K
|
600
$9.65K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
522+ 174.0% |
$7.54K - $8.21K
|
822
$13.2K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
282+ 2.25% |
$4.07K - $4.44K
|
12.8K
$206K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
222+ 1.75% |
$3.21K - $3.49K
|
12.9K
$208K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.28% |
$1.85K - $2.01K
|
45.3K
$728K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
121+ 1.75% |
$1.75K - $1.9K
|
7.03K
$113K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
114+ 0.4% |
$1.65K - $1.79K
|
28.8K
$462K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
58+ 0.38% |
$838 - $912
|
15.4K
$247K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25+ 0.15% |
$361 - $393
|
16.2K
$260K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24New |
$347 - $378
|
24
$386
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 3.53% |
$246 - $267
|
498
$8.01K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.38% |
$145 - $157
|
2.67K
$42.9K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.09% |
$43.3 - $47.2
|
3.36K
$54.1K
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-72- 0.23% |
$1.04K - $1.13K
|
31.8K
$511K
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-216- 0.19% |
$3.12K - $3.4K
|
112K
$1.8M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-284- 50.0% |
$4.1K - $4.47K
|
284
$4.57K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-315- 0.59% |
$4.55K - $4.95K
|
52.9K
$850K
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-417- 0.34% |
$6.03K - $6.56K
|
123K
$1.97M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-514Closed |
$7.43K - $8.09K
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-530- 1.39% |
$7.66K - $8.34K
|
37.5K
$603K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-669- 1.31% |
$9.67K - $10.5K
|
50.2K
$807K
|