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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,756
shares
|
$983,639
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
57,839
shares
|
$936,413
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,483
shares
|
$930,649
0.0% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
56,800
shares
|
$919,592
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
53,774
shares
|
$870,601
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
53,350
shares
|
$863,736
0.31% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
51,095
shares
|
$827,228
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
51,001
shares
|
$825,706
0.0% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
50,786
shares
|
$822,225
0.03% of portfolio
|
Q2 2025
Reduced 31.04%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$821,998
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
48,042
shares
|
$777,799
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
47,205
shares
|
$764,248
0.06% of portfolio
|
Q2 2025
Added 102.79%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
45,202
shares
|
$731,820
0.0% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,092
shares
|
$713,849
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
41,925
shares
|
$678,765
0.04% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
38,941
shares
|
$630,454
0.01% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
38,716
shares
|
$626,812
0.38% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
36,835
shares
|
$596,358
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
33,832
shares
|
$547,740
0.23% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
32,851
shares
|
$531,857
0.26% of portfolio
|
Q2 2025
Added 47.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
32,014
shares
|
$518,306
0.0% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,605
shares
|
$430,734
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
25,495
shares
|
$412,764
0.06% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$380,384
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
23,300
shares
|
$377,227
0.0% of portfolio
|
Q2 2025
Reduced 21.42%
|