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 100 institutions that hold shares in the stock, with a total of 9.4 Million shares, which have been reported (via 13F filing form) to have a value of $154 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%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
62,263
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.07%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
61,256
shares
|
$1.01 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
59,051
shares
|
$969,026
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
58,819
shares
|
$965,219
0.08% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
58,674
shares
|
$962,840
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
56,648
shares
|
$929,593
0.06% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
55,639
shares
|
$913,035
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
55,292
shares
|
$907,341
0.0% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,166
shares
|
$905,274
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$833,168
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
50,760
shares
|
$832,971
0.03% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,092
shares
|
$723,549
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
42,335
shares
|
$694,717
0.04% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
38,229
shares
|
$627,337
0.0% of portfolio
|
Q4 2024
Added 41.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
37,160
shares
|
$609,795
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
36,925
shares
|
$605,939
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,764
shares
|
$603,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
35,310
shares
|
$579,437
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,245
shares
|
$545,550
0.4% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
32,283
shares
|
$529,764
0.0% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
26,363
shares
|
$432,616
0.0% of portfolio
|
Q4 2024
Reduced 44.55%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$385,552
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
21,819
shares
|
$358,049
0.01% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
20,450
shares
|
$335,584
0.12% of portfolio
|
Q4 2023
New holding
|