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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.2K+ 40.25% |
$98.4K - $101K
|
21.6K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.61K- 5.78% |
$41.5K - $42.5K
|
42.6K
$678K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.22% |
$63.5 - $65
|
332
$5.29K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.14K+ 15.9% |
$145K - $149K
|
66.6K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.28K- 14.08% |
$52.1K - $53.3K
|
20K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 0.08% |
$714 - $732
|
57.9K
$922K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 2.97% |
$22.2K - $22.8K
|
48.6K
$774K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.57K+ 3.66% |
$136K - $139K
|
243K
$3.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.12% |
$190 - $195
|
10.1K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 0.37% |
$1.17K - $1.2K
|
19.8K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.62K+ 25.97% |
$105K - $108K
|
32.1K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.8K- 58.6% |
$362K - $371K
|
16.1K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 3.08% |
$24.9K - $25.5K
|
52.6K
$837K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$38.5K - $39.4K
|
2.43K
$38.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7- 0.82% |
$111 - $114
|
844
$13.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
287+ 0.43% |
$4.55K - $4.67K
|
66.9K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 0.26% |
$29.4K - $30.1K
|
701K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
929+ 2.75% |
$14.7K - $15.1K
|
34.8K
$554K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$159 - $163
|
10
$159
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
867+ 1.63% |
$13.8K - $14.1K
|
54.2K
$864K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 1.15% |
$2.84K - $2.91K
|
15.3K
$244K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 4.17% |
$207K - $227K
|
345K
$5.49M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.63MNew |
$24.4M - $26.8M
|
1.63M
$26M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.08K- 45.05% |
$31.1K - $34.1K
|
2.54K
$40.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.2K- 75.72% |
$497K - $545K
|
10.7K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 18.79% |
$464 - $509
|
196
$3.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-122- 0.7% |
$1.83K - $2K
|
17.4K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.68% |
$194 - $213
|
1.9K
$30.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 3.31% |
$194 - $213
|
380
$6.05K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.49K+ 18.44% |
$37.3K - $40.9K
|
16K
$255K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.99K- 98.36% |
$134K - $148K
|
150
$2.39K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117+ 0.44% |
$1.75K - $1.92K
|
26.6K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-169- 12.63% |
$2.53K - $2.77K
|
1.17K
$18.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 1.62% |
$344 - $377
|
1.44K
$23K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$4.81K - $5K
|
300
$4.78K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.04K- 42.5% |
$145K - $151K
|
12.2K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
193KNew |
$3.1M - $3.22M
|
193K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$163K - $170K
|
10.2K
$162K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$164K - $171K
|
10.3K
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.03K- 16.29% |
$32.5K - $33.8K
|
10.4K
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$444K - $462K
|
27.7K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 54.55% |
$96.1K - $100K
|
5K
$79.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.01KNew |
$48.3K - $50.2K
|
3.01K
$48K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
278New |
$4.43K - $4.71K
|
278
$4.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
58+ 1.6% |
$925 - $983
|
3.69K
$58.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96+ 5.99% |
$1.53K - $1.63K
|
1.7K
$27.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
163New |
$2.6K - $2.76K
|
163
$2.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$45.4K - $48.2K
|
2.85K
$45.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
310New |
$4.94K - $5.25K
|
310
$4.94K
|
|