Institutional Ownership First Trust Multi Asset Divers (MDIV)
This table provides information about the institutional ownership of First Trust Multi Asset Divers (MDIV). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,497,367
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,291,772
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
845,740
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
701,094
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
565,069
shares
|
$9 Million
0.01% of portfolio
|
Q3 2025
Added 830.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
551,792
shares
|
$8.79 Million
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
387,363
shares
|
$6.17 Million
0.16% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
367,391
shares
|
$5.85 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
335,569
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
317,341
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
242,979
shares
|
$3.87 Million
0.79% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
236,956
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
181,460
shares
|
$2.89 Million
0.25% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,332
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
165,789
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
159,377
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
152,011
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
121,337
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
110,026
shares
|
$1.75 Million
0.38% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
109,460
shares
|
$1.74 Million
0.5% of portfolio
|
Q3 2025
Added 92.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,902
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
80,648
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
73,267
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
70,066
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 45.84%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
69,343
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.09%
|
|