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 109 institutions that hold shares in the stock, with a total of 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,562
shares
|
$74,132
0.02% of portfolio
|
Q4 2024
Added 36.83%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,352
shares
|
$70,720
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,691
shares
|
$59,978
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,848
shares
|
$46,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,572
shares
|
$41,795
0.0% of portfolio
|
Q4 2022
Reduced 63.63%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,561
shares
|
$41,616
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,515
shares
|
$40,868
0.0% of portfolio
|
Q4 2024
Reduced 34.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$32,500
0.0% of portfolio
|
Q4 2023
Reduced 74.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,800
shares
|
$29,250
0.0% of portfolio
|
Q3 2023
Reduced 43.75%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,747
shares
|
$28,388
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,700
shares
|
$27,625
0.0% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,543
shares
|
$25,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$16,250
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
951
shares
|
$15,453
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
853
shares
|
$13,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
800
shares
|
$13,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
740
shares
|
$12,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
655
shares
|
$10,643
0.0% of portfolio
|
Q3 2024
Reduced 82.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
608
shares
|
$9,880
0.0% of portfolio
|
Q4 2023
Reduced 69.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
400
shares
|
$6,500
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
393
shares
|
$6,386
0.0% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
317
shares
|
$5,151
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
310
shares
|
$5,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
278
shares
|
$4,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
200
shares
|
$3,250
0.0% of portfolio
|
Q4 2021
New holding
|