Purchases and Sales Made in Q3 2025 in First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-218- 3.47% |
$3.46K - $3.54K
|
6.07K
$96.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-337- 1.52% |
$5.35K - $5.48K
|
21.9K
$349K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-511- 0.83% |
$8.11K - $8.31K
|
60.8K
$969K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-550- 2.66% |
$8.73K - $8.94K
|
20.1K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-561- 3.24% |
$8.9K - $9.12K
|
16.7K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-792- 1.89% |
$12.6K - $12.9K
|
41.1K
$655K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 2.43% |
$19.6K - $20.1K
|
49.6K
$789K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74K- 71.29% |
$27.6K - $28.3K
|
700
$11.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 0.26% |
$29.4K - $30.1K
|
701K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 2.31% |
$30.3K - $31K
|
80.6K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.22K- 6.02% |
$35.2K - $36K
|
34.6K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.33K- 16.51% |
$37K - $38K
|
11.8K
$188K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.61K- 5.78% |
$41.5K - $42.5K
|
42.6K
$678K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.96K- 4.09% |
$46.9K - $48.1K
|
69.3K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.28K- 14.08% |
$52.1K - $53.3K
|
20K
$319K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.71K- 13.12% |
$106K - $109K
|
44.4K
$707K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.06K- 5.5% |
$112K - $115K
|
121K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.3K- 2.01% |
$275K - $282K
|
846K
$13.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19.4K- 9.67% |
$308K - $316K
|
181K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.8K- 58.6% |
$362K - $371K
|
16.1K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.2K- 10.25% |
$575K - $589K
|
317K
$5.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.9K- 2.66% |
$649K - $665K
|
1.5M
$23.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-43.2K- 15.41% |
$685K - $702K
|
237K
$3.77M
|
|