Latest Institutional Transactions on First Trust Multi Asset Divers (MDIV)

MDIV Quotes by TradingView

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
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-1.15K
Closed
$17.1K - $18.9K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Core First Bank & Trust

Topeka, KS
BUY
 -
5.7K
New
$76.7K - $87.8K
5.7K $93K
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

SELL
 -
-100
Closed
$1.35K - $1.54K
0 $0
Feb 12, 2021 Q4 2020
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-11.5K
Closed
$155K - $178K
0 $0
Feb 09, 2021 Q4 2020
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-12.2K
Closed
$164K - $188K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-741
Closed
$9.97K - $11.4K
0 $0
Jan 27, 2021 Q4 2020
Accel Wealth Management

BUY
 -
1.36K
New
$18.2K - $20.9K
1.36K $22.1K
Jan 26, 2021 Q4 2020
Thoroughbred Financial Services, LLC

SELL
 -
-18.2K
Closed
$245K - $280K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1.03K
Closed
$13.6K - $15K
0 $0
Nov 13, 2020 Q3 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-50.3K
Closed
$665K - $732K
0 $0
Nov 09, 2020 Q3 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-10.1K
Closed
$134K - $147K
0 $0
Nov 04, 2020 Q3 2020
Sawtooth Solutions, LLC

SELL
 -
-21K
Closed
$278K - $306K
0 $0
Oct 21, 2020 Q3 2020
Gemmer Asset Management LLC

SELL
 -
-400
Closed
$5.3K - $5.82K
0 $0
Oct 21, 2020 Q3 2020
First Heartland Consultants, Inc.

SELL
 -
-47.7K
Closed
$631K - $694K
0 $0
Oct 16, 2020 Q3 2020
Brandywine Oak Private Wealth LLC

SELL
 -
-14.5K
Closed
$193K - $212K
0 $0
Oct 13, 2020 Q3 2020
Flagship Harbor Advisors, LLC

SELL
 -
-450
Closed
$5.96K - $6.55K
0 $0
Oct 06, 2020 Q3 2020
First Hawaiian Bank

SELL
 -
-82.4K
Closed
$1.09M - $1.2M
0 $0
Q2 2020
Jan 02, 2024 Q2 2020
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
663
New
$7.19K - $10.4K
663 $10.8K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-644
- 2.86%
$6.98K - $10.1K
21.9K $357K
Aug 13, 2020 Q2 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-49.3K
Closed
$534K - $776K
0 $0
Aug 13, 2020 Q2 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-10K
Closed
$109K - $158K
0 $0
Aug 11, 2020 Q2 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-20.9K
Closed
$227K - $329K
0 $0
Aug 10, 2020 Q2 2020
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-1.85K
Closed
$20.1K - $29.1K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-600
Closed
$6.5K - $9.45K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-29
Closed
$314 - $457
0 $0
Aug 06, 2020 Q2 2020
Capital Advisors, Ltd. LLC

SELL
 -
-1K
Closed
$10.8K - $15.8K
0 $0
Q1 2020
May 11, 2020 Q1 2020
Ifg Advisory, LLC

SELL
 -
-13.4K
Closed
$130K - $255K
0 $0
May 11, 2020 Q1 2020
Private Harbour Investment Management & Counsel, LLC

SELL
 -
-10.1K
Closed
$97.6K - $192K
0 $0
Apr 24, 2020 Q1 2020
Tfg Advisers LLC

SELL
 -
-1.43K
Closed
$13.9K - $27.3K
0 $0
Apr 22, 2020 Q1 2020
Stonehearth Capital Management, LLC

SELL
 -
-12.3K
Closed
$120K - $235K
0 $0
Apr 17, 2020 Q1 2020
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-9.11K
- 70.19%
$88.3K - $173K
3.87K $63.1K
Apr 16, 2020 Q1 2020
Ballast Advisors LLC

BUY
 -
29
New
$281 - $552
29 $473
Apr 15, 2020 Q1 2020
Clearwater Capital Advisors, LLC

SELL
 -
-28K
Closed
$272K - $533K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.18K
New
$57.5K - $59.9K
3.18K $51.9K
Feb 13, 2020 Q4 2019
Wms Partners, LLC

SELL
 -
-12.1K
Closed
$220K - $229K
0 $0
Q3 2019
Nov 05, 2019 Q3 2019
Parkside Financial Bank & Trust

SELL
 -
-1.1K
Closed
$19.6K - $20.6K
0 $0
Oct 29, 2019 Q3 2019
Sargent Investment Group, LLC

SELL
 -
-10.2K
Closed
$181K - $190K
0 $0
Oct 28, 2019 Q3 2019
Central Trust CO

Jefferson City, MO
SELL
 -
-50
- 9.09%
$890 - $935
500 $8.15K
Q2 2019
Aug 20, 2019 Q2 2019
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-1.32K
Closed
$23.9K - $24.8K
0 $0
Jul 24, 2019 Q2 2019
Clarus Wealth Advisors

SELL
 -
-6K
Closed
$109K - $113K
0 $0
Jul 23, 2019 Q2 2019
Northwest Wealth Management, LLC

SELL
 -
-3.77K
Closed
$68.3K - $70.7K
0 $0
Jul 19, 2019 Q2 2019
Genesee Capital Advisors, LLC

SELL
 -
-239
Closed
$4.33K - $4.48K
0 $0
Q1 2019
May 10, 2019 Q1 2019
Claro Advisors LLC

Boston, MA
SELL
 -
-500
Closed
$8.46K - $9.24K
0 $0
May 09, 2019 Q1 2019
Bergan Kdv Wealth Management, LLC

SELL
 -
-2.61K
Closed
$44.1K - $48.2K
0 $0
Apr 19, 2019 Q1 2019
Financial Gravity Asset Management, Inc.

SELL
 -
-2.96K
Closed
$50K - $54.6K
0 $0
Apr 09, 2019 Q1 2019
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.32K
Closed
$22.2K - $24.3K
0 $0
Q4 2018
Mar 20, 2019 Q4 2018
Pinnacle Bancorp, Inc.

BUY
 -
1K
New
$16.2K - $18.6K
1K $16.3K
Feb 15, 2019 Q4 2018
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-10K
Closed
$162K - $186K
0 $0
Feb 14, 2019 Q4 2018
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-26.2K
Closed
$424K - $486K
0 $0

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