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 98 institutions that hold shares in the stock, with a total of 8.59 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
1,353,879
shares
|
$22.1 Million
3.29% of portfolio
|
Q2 2024
Added 1.76%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
773,428
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2024
Added 2.81%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
764,644
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2024
Added 54.4%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
570,787
shares
|
$9.34 Million
0.0% of portfolio
|
Q2 2024
Added 25.21%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
503,652
shares
|
$8.24 Million
0.01% of portfolio
|
Q2 2024
Added 20.16%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
480,072
shares
|
$7.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.23%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
357,280
shares
|
$5.85 Million
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
325,223
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
273,264
shares
|
$4.47 Million
0.15% of portfolio
|
Q2 2024
Added 0.9%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
241,651
shares
|
$3.95 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
209,843
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
161,904
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2024
Added 0.71%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
144,981
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
135,869
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.35%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
132,940
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2024
Added 9.77%
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
115,490
shares
|
$1.89 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
112,864
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Added 7.55%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
104,765
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2024
Added 10.28%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
98,934
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2024
Reduced 47.07%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
90,380
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.12%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
89,627
shares
|
$1.47 Million
1.17% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
86,537
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.42%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
79,824
shares
|
$1.31 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
76,061
shares
|
$1.24 Million
0.48% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
70,270
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.68%
|