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 104 institutions that hold shares in the stock, with a total of 9.13 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,334
shares
|
$53,410
0.02% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,572
shares
|
$41,203
0.01% of portfolio
|
Q4 2022
Reduced 63.63%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,532
shares
|
$40,562
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,438
shares
|
$39,056
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$32,040
0.0% of portfolio
|
Q4 2023
Reduced 74.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,800
shares
|
$28,836
0.0% of portfolio
|
Q3 2023
Reduced 43.75%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,737
shares
|
$27,826
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,650
shares
|
$26,433
0.01% of portfolio
|
Q3 2024
Reduced 92.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,604
shares
|
$25,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,543
shares
|
$24,718
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$16,020
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
951
shares
|
$15,235
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
800
shares
|
$12,816
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
655
shares
|
$10,493
0.0% of portfolio
|
Q3 2024
Reduced 82.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
608
shares
|
$9,740
0.0% of portfolio
|
Q4 2023
Reduced 69.6%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
553
shares
|
$8,859
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
400
shares
|
$6,408
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
393
shares
|
$6,295
0.0% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
312
shares
|
$4,998
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
215
shares
|
$3,444
0.0% of portfolio
|
Q1 2023
Reduced 24.3%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
200
shares
|
$3,204
0.0% of portfolio
|
Q4 2018
Reduced 50.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
200
shares
|
$3,204
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
106
shares
|
$1,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$1,602
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$1,602
0.0% of portfolio
|
Q3 2024
New holding
|