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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
20,450
shares
|
$325,768
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20,377
shares
|
$324,605
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20,119
shares
|
$320,495
0.01% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,019
shares
|
$318,902
0.0% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,838
shares
|
$316,019
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,681
shares
|
$297,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
17,805
shares
|
$283,633
0.07% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16,749
shares
|
$266,811
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
16,614
shares
|
$264,661
0.0% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
16,123
shares
|
$256,839
0.0% of portfolio
|
Q3 2025
Reduced 58.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,343
shares
|
$244,413
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
15,286
shares
|
$243,505
0.01% of portfolio
|
Q3 2025
Added 27.46%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,293
shares
|
$195,827
0.0% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,804
shares
|
$188,037
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
11,800
shares
|
$187,974
0.0% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,782
shares
|
$187,687
0.0% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
11,616
shares
|
$185,042
0.3% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
10,063
shares
|
$160,303
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,552
shares
|
$152,163
0.01% of portfolio
|
Q2 2020
Reduced 2.86%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,042
shares
|
$128,109
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,778
shares
|
$123,903
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,068
shares
|
$96,663
0.0% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
5,000
shares
|
$79,650
0.02% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,352
shares
|
$69,327
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,012
shares
|
$47,981
0.01% of portfolio
|
Q1 2025
New holding
|
|