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
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-840- 5.53% |
$12.1K - $13.2K
|
14.4K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-976- 93.49% |
$14.1K - $15.4K
|
68
$1.09K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 2.17% |
$15.5K - $16.9K
|
48.4K
$778K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 21.72% |
$18.6K - $20.2K
|
4.63K
$74.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.62K- 7.68% |
$23.4K - $25.4K
|
19.4K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.7K- 0.51% |
$24.6K - $26.7K
|
332K
$5.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.03K- 3.27% |
$29.3K - $31.9K
|
60.1K
$966K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 6.46% |
$43.1K - $46.9K
|
43.2K
$694K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.05K- 53.97% |
$44.1K - $48K
|
2.6K
$41.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.19K- 3.64% |
$46.1K - $50.2K
|
84.5K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.43K- 4.18% |
$49.6K - $54K
|
78.6K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.02K- 2.58% |
$58K - $63.2K
|
152K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.5K- 63.63% |
$65K - $70.8K
|
2.57K
$41.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.5K- 63.63% |
$65K - $70.8K
|
2.57K
$41.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.77K- 28.46% |
$83.4K - $90.8K
|
14.5K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.79K- 32.88% |
$127K - $138K
|
17.9K
$288K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.04K- 36.92% |
$131K - $142K
|
15.4K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.6K- 27.61% |
$167K - $182K
|
30.4K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 5.43% |
$167K - $182K
|
202K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22.8K- 58.57% |
$329K - $358K
|
16.1K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-28K- 10.14% |
$404K - $440K
|
248K
$3.99M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.6K- 36.14% |
$442K - $481K
|
54K
$868K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.9K- 49.32% |
$504K - $549K
|
35.8K
$576K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.3K- 9.95% |
$611K - $665K
|
382K
$6.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.2K- 33.62% |
$899K - $979K
|
123K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70.4K- 17.66% |
$1.02M - $1.11M
|
328K
$5.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.5K- 8.88% |
$1.19M - $1.3M
|
846K
$13.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 78.22% |
$1.83M - $1.99M
|
35.3K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-204K- 28.11% |
$2.95M - $3.21M
|
523K
$8.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-555K- 64.5% |
$8.02M - $8.74M
|
306K
$4.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-564K- 85.88% |
$8.15M - $8.87M
|
92.7K
$1.49M
|