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 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
61,579
shares
|
$1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
61,256
shares
|
$999,085
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
60,638
shares
|
$989,005
0.08% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
58,674
shares
|
$956,972
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
56,713
shares
|
$924,989
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
55,776
shares
|
$909,706
0.07% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
54,972
shares
|
$896,593
0.0% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
52,982
shares
|
$864,136
0.01% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$828,091
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
48,321
shares
|
$788,115
0.0% of portfolio
|
Q2 2024
Added 24.57%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
44,874
shares
|
$731,894
0.3% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
44,584
shares
|
$727,165
0.05% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
38,985
shares
|
$635,845
0.0% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
38,659
shares
|
$630,528
0.02% of portfolio
|
Q2 2024
Added 22.74%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
37,800
shares
|
$616,518
0.07% of portfolio
|
Q2 2024
Reduced 27.56%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
36,925
shares
|
$602,246
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
35,712
shares
|
$582,462
0.0% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
33,013
shares
|
$538,442
0.42% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
30,705
shares
|
$500,798
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
26,601
shares
|
$433,862
0.02% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$383,203
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
22,300
shares
|
$363,713
0.0% of portfolio
|
Q2 2024
Reduced 72.69%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
20,450
shares
|
$333,539
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
18,114
shares
|
$295,439
0.09% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
17,472
shares
|
$284,968
0.0% of portfolio
|
Q2 2024
Added 1.87%
|