Purchases and Sales Made in Q4 2024 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.03% |
$191 - $203
|
44.1K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.58% |
$160 - $169
|
1.75K
$28.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.6% |
$79.8 - $84.7
|
317
$5.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 1.17% |
$7.98K - $8.47K
|
42.3K
$701K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-571- 0.72% |
$9.11K - $9.67K
|
78.9K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-625- 0.8% |
$9.97K - $10.6K
|
77.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.07K- 1.89% |
$17.1K - $18.2K
|
55.6K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 34.08% |
$20.7K - $22K
|
2.52K
$41.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 4.68% |
$29.1K - $30.9K
|
37.2K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.44K- 99.92% |
$38.9K - $41.3K
|
2
$33.1
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 4.49% |
$52K - $55.3K
|
69.4K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.71K- 14.53% |
$59.2K - $62.8K
|
21.8K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 25.92% |
$60.2K - $64K
|
10.8K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.61% |
$67.8K - $72K
|
71.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.63K- 6.25% |
$89.8K - $95.3K
|
84.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.75K- 1.78% |
$91.7K - $97.4K
|
317K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.35K- 16.9% |
$149K - $158K
|
45.9K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 7.3% |
$168K - $178K
|
134K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.8K- 19.63% |
$173K - $183K
|
44.3K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.1K- 11.45% |
$208K - $221K
|
101K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.2K- 47.15% |
$243K - $258K
|
17.1K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-15.5K- 26.39% |
$248K - $263K
|
43.3K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16.6K- 6.75% |
$265K - $282K
|
230K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.2K- 44.55% |
$338K - $359K
|
26.4K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-43.5K- 69.89% |
$694K - $737K
|
18.7K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.2K- 60.94% |
$1.26M - $1.34M
|
50.8K
$841K
|