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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
67,542
shares
|
$1.07 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
66,602
shares
|
$1.06 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
61,226
shares
|
$971,656
0.5% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
60,853
shares
|
$965,737
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
59,555
shares
|
$945,137
0.0% of portfolio
|
Q1 2025
Added 195.25%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
58,625
shares
|
$930,378
0.0% of portfolio
|
Q1 2025
Reduced 61.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
57,169
shares
|
$907,272
0.07% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
56,306
shares
|
$893,576
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
51,756
shares
|
$821,367
0.0% of portfolio
|
Q1 2025
Reduced 92.48%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$805,751
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,092
shares
|
$699,740
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
43,899
shares
|
$696,677
0.0% of portfolio
|
Q1 2025
Added 157.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
43,065
shares
|
$683,441
0.05% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
37,335
shares
|
$592,506
0.03% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
36,149
shares
|
$573,684
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
35,196
shares
|
$558,560
0.27% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
34,997
shares
|
$555,402
0.41% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
32,598
shares
|
$517,330
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
29,653
shares
|
$470,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,714
shares
|
$439,821
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
26,488
shares
|
$420,364
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
25,495
shares
|
$404,605
0.07% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$372,865
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
23,278
shares
|
$369,421
0.03% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
22,940
shares
|
$364,057
0.02% of portfolio
|
Q1 2025
Reduced 54.81%
|