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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,536
shares
|
$40,398
0.01% of portfolio
|
Q2 2025
Reduced 45.05%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,515
shares
|
$40,063
0.0% of portfolio
|
Q4 2024
Reduced 34.08%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
2,425
shares
|
$38,630
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,280
shares
|
$36,320
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,002
shares
|
$31,891
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,898
shares
|
$30,235
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$28,674
0.0% of portfolio
|
Q3 2023
Reduced 43.75%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,543
shares
|
$24,579
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$15,930
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
951
shares
|
$15,149
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
844
shares
|
$13,444
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
807
shares
|
$12,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
800
shares
|
$12,744
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
700
shares
|
$11,151
0.0% of portfolio
|
Q3 2025
Reduced 71.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
400
shares
|
$6,372
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
380
shares
|
$6,053
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
332
shares
|
$5,288
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
310
shares
|
$4,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
200
shares
|
$3,186
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
196
shares
|
$3,122
0.0% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$1,593
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$1,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
30
shares
|
$477
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
21
shares
|
$334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
10
shares
|
$159
0.0% of portfolio
|
Q3 2025
New holding
|
|