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 102 institutions that hold shares in the stock, with a total of 9.55 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,470,106
shares
|
$24.1 Million
3.71% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,086,964
shares
|
$17.8 Million
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
801,604
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
686,444
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
538,739
shares
|
$8.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
485,684
shares
|
$7.95 Million
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
366,410
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
322,973
shares
|
$5.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
306,503
shares
|
$5.02 Million
0.15% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
303,686
shares
|
$4.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
229,564
shares
|
$3.76 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
207,388
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,332
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
153,519
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Added 28.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
133,556
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
128,659
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
122,646
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
114,124
shares
|
$1.87 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
93,481
shares
|
$1.53 Million
0.67% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,902
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
89,993
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
78,863
shares
|
$1.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
77,485
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
71,537
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
71,478
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Added 2.15%
|