Wealth Enhancement Advisory Services, LLC First Trust Multi Asset Divers Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 26,879 shares of MDIV stock, worth $428,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,879
Previous 19,838 35.49%
Holding current value
$428,182
Previous $318,000 34.59%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$15.59 - $16.13 $109,769 - $113,571
7,041 Added 35.49%
26,879 $428,000
Q3 2025

Oct 29, 2025
BUY
$15.87 - $16.26 $1,174 - $1,203
74 Added 0.37%
19,838 $318,000
Q2 2025

Jul 10, 2025
BUY
$14.96 - $16.41 $1,122 - $1,230
75 Added 0.38%
19,764 $312,000
Q1 2025

Apr 16, 2025
SELL
$16.02 - $16.68 $20,345 - $21,183
-1,270 Reduced 6.06%
19,689 $321,000
Q4 2024

Mar 17, 2025
SELL
$15.95 - $16.94 $258,405 - $274,444
-16,201 Reduced 43.6%
20,959 $338,000
Q4 2024

Jan 10, 2025
SELL
$15.95 - $16.94 $29,108 - $30,915
-1,825 Reduced 4.68%
37,160 $599,000
Q3 2024

Oct 23, 2024
SELL
$15.69 - $16.76 $127,747 - $136,459
-8,142 Reduced 17.28%
38,985 $648,000
Q2 2024

Jul 16, 2024
SELL
$15.25 - $15.99 $32,772 - $34,362
-2,149 Reduced 4.36%
47,127 $740,000
Q1 2024

Apr 15, 2024
BUY
$15.27 - $15.81 $131,123 - $135,760
8,587 Added 21.1%
49,276 $778,000
Q4 2023

Jan 30, 2024
SELL
$14.12 - $15.72 $8,796 - $9,793
-623 Reduced 1.51%
40,689 $636,000
Q3 2023

Nov 13, 2023
BUY
$14.41 - $15.27 $595,305 - $630,834
41,312 New
41,312 $603,000

Others Institutions Holding MDIV

# of Institutions
101
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST MULTI-ASSET DIVERS

MDIV Quotes by TradingView
  • Ticker MDIV
  • Sector ETFs
  • Industry ETFs
More about MDIV
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email