Sowell Financial Services LLC First Trust Multi Asset Divers Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$16.28 - $17.39 $10,093 - $10,781	-620 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$14.88 - $16.41 $2,886 - $3,183	194 Added 45.54%	620 $10,000
Q3 2020 Nov 12, 2020	SELL	$13.24 - $14.56 $28,201 - $31,012	-2,130 Reduced 83.33%	426 $6,000
Q2 2020 Aug 13, 2020	SELL	$10.84 - $15.75 $148,486 - $215,743	-13,698 Reduced 84.27%	2,556 $35,000
Q1 2020 May 12, 2020	BUY	$9.69 - $19.03 $55,950 - $109,879	5,774 Added 55.1%	16,254 $191,000
Q4 2019 Feb 07, 2020	BUY	$18.08 - $18.82 $2,549 - $2,653	141 Added 1.36%	10,480 $196,000
Q3 2019 Nov 14, 2019	BUY	$17.8 - $18.7 $53 - $56	3 Added 0.03%	10,339 $191,000
Q1 2019 May 15, 2019	BUY	$16.92 - $18.47 $174,885 - $190,905	10,336 New	10,336 $0
Q3 2018 Nov 13, 2018	SELL	$18.27 - $18.97 $206,725 - $214,645	-11,315 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$17.77 - $18.53 $122,737 - $127,986	-6,907 Reduced 37.9%	11,315 $211,000
Q1 2018 May 10, 2018	BUY	$17.61 - $19.42 $24,002 - $26,469	1,363 Added 8.08%	18,222 $329,000
Q4 2017 Jan 29, 2018	SELL	$18.68 - $19.32 $4,146 - $4,289	-222 Reduced 1.3%	16,859 $324,000
Q3 2017 Nov 07, 2017	BUY	$19.18 - $19.2 $327,613 - $327,955	17,081	17,081 $325,000

Others Institutions Holding MDIV

# of Institutions

104

Shares Held

9.13M

Call Options Held

0

Put Options Held

0

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