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 114 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,571,532
shares
|
$24.9 Million
4.02% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,188,126
shares
|
$18.9 Million
0.01% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
860,279
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
712,723
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
622,649
shares
|
$9.88 Million
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
542,625
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
425,262
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
330,822
shares
|
$5.25 Million
0.0% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
318,997
shares
|
$5.06 Million
0.16% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
281,492
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
255,021
shares
|
$4.05 Million
0.01% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
225,493
shares
|
$3.58 Million
1.3% of portfolio
|
Q1 2025
Added 141.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
218,529
shares
|
$3.47 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
193,227
shares
|
$3.07 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
173,028
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,332
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
146,819
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
123,673
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
117,068
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 164.04%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
105,172
shares
|
$1.67 Million
0.54% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,902
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
82,418
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
74,832
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
73,645
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
72,300
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.32%
|