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 109 institutions that hold shares in the stock, with a total of 9.79 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
69,353
shares
|
$1.14 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
61,256
shares
|
$1 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
59,462
shares
|
$974,582
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
56,648
shares
|
$928,460
0.06% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
55,639
shares
|
$911,923
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$832,153
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
50,760
shares
|
$831,956
0.03% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
45,947
shares
|
$753,071
0.0% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
44,338
shares
|
$726,699
0.0% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,092
shares
|
$722,667
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
43,295
shares
|
$709,605
0.05% of portfolio
|
Q4 2024
Reduced 26.39%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
42,335
shares
|
$693,870
0.04% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
38,229
shares
|
$626,573
0.0% of portfolio
|
Q4 2024
Added 41.6%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
36,925
shares
|
$605,200
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,764
shares
|
$602,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
35,310
shares
|
$578,730
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
35,132
shares
|
$575,813
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,245
shares
|
$544,885
0.4% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
26,363
shares
|
$432,089
0.0% of portfolio
|
Q4 2024
Reduced 44.55%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$385,083
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
21,877
shares
|
$358,564
0.0% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
21,819
shares
|
$357,613
0.01% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,266
shares
|
$348,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
20,959
shares
|
$343,518
0.0% of portfolio
|
Q4 2024
Reduced 43.6%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
20,450
shares
|
$335,175
0.13% of portfolio
|
Q4 2023
New holding
|