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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,611,174
shares
|
$26.1 Million
5.25% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,538,244
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2025
Added 147.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,196,971
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
863,071
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
702,944
shares
|
$11.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
530,942
shares
|
$8.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
360,401
shares
|
$5.83 Million
0.16% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
353,567
shares
|
$5.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
344,627
shares
|
$5.58 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
280,114
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
269,657
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
234,411
shares
|
$3.8 Million
0.86% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
200,879
shares
|
$3.25 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,332
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
151,455
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
149,886
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
130,056
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
128,401
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
107,125
shares
|
$1.73 Million
0.42% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,902
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
82,555
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
73,456
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
72,300
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
66,592
shares
|
$1.08 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
61,357
shares
|
$993,369
0.44% of portfolio
|
Q2 2025
Added 0.21%
|