Latest Institutional Transactions on First Trust Multi Asset Divers (MDIV)
This table provides information on the latest institutional transactions involving First Trust Multi Asset Divers (MDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16.6K- 6.75% |
$265K - $282K
|
230K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.44K- 99.92% |
$38.9K - $41.3K
|
2
$32.8
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 34.08% |
$20.7K - $22K
|
2.52K
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 4.49% |
$52K - $55.3K
|
69.4K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
872+ 1.56% |
$13.9K - $14.8K
|
56.6K
$929K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.7K+ 28.18% |
$538K - $572K
|
154K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.2K- 60.94% |
$1.26M - $1.34M
|
50.8K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.61% |
$67.8K - $72K
|
71.5K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
225+ 1.24% |
$3.59K - $3.81K
|
18.3K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-571- 0.72% |
$9.11K - $9.67K
|
78.9K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 4.68% |
$29.1K - $30.9K
|
37.2K
$609K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$175K - $186K
|
11K
$180K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.9KNew |
$286K - $304K
|
17.9K
$294K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44.1KNew |
$692K - $739K
|
44.1K
$723K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14KNew |
$219K - $234K
|
14K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.61K+ 1.17% |
$88.1K - $94.1K
|
486K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-207- 99.04% |
$3.25K - $3.47K
|
2
$32.8
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-22.8K- 60.32% |
$358K - $382K
|
15K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 7.86% |
$19.1K - $20.4K
|
16.7K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-970- 2.72% |
$15.2K - $16.3K
|
34.7K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.53K- 4.11% |
$39.7K - $42.4K
|
59.1K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 3.99% |
$54.2K - $57.9K
|
90K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
194+ 0.35% |
$3.04K - $3.25K
|
55.2K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32K- 5.61% |
$503K - $537K
|
539K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37K+ 4.83% |
$580K - $619K
|
802K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 44.77% |
$157K - $167K
|
32.3K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.3K- 9.6% |
$538K - $575K
|
323K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.1KNew |
$175K - $187K
|
11.1K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.4KNew |
$211K - $225K
|
13.4K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
28+ 0.16% |
$439 - $469
|
17.5K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.37K- 1.18% |
$21.4K - $22.9K
|
114K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$57K - $60.9K
|
3.63K
$59.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.3K- 12.28% |
$256K - $274K
|
117K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.9K+ 7.97% |
$407K - $435K
|
351K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.21K+ 6.04% |
$129K - $138K
|
144K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.46K- 1.17% |
$38.5K - $41.1K
|
207K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
35.1K+ 78.31% |
$551K - $589K
|
80K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-92- 2.69% |
$1.44K - $1.54K
|
3.33K
$54.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$25.2K - $26.9K
|
1.6K
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-36.7K- 37.07% |
$575K - $615K
|
62.3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.2K+ 82.0% |
$191K - $204K
|
27K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$1.57K - $1.68K
|
100
$1.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.75K- 3.92% |
$27.4K - $29.3K
|
42.8K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 82.76% |
$49.3K - $52.7K
|
655
$10.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.4KNew |
$195K - $209K
|
12.4K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
39.5K+ 102.05% |
$619K - $661K
|
78.1K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.44K- 10.27% |
$85.4K - $91.2K
|
47.5K
$780K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 25.72% |
$3.12M - $3.33M
|
972K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.91% |
$78.5 - $83.8
|
553
$9.07K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.97K+ 14.43% |
$109K - $117K
|
55.3K
$907K
|
|