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 104 institutions that hold shares in the stock, with a total of 9.13 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
18,114
shares
|
$290,186
0.09% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
17,932
shares
|
$287,270
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,500
shares
|
$280,350
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
16,756
shares
|
$268,431
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,723
shares
|
$267,902
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
16,527
shares
|
$264,762
0.0% of portfolio
|
Q3 2024
Added 58.7%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
15,400
shares
|
$246,708
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$240,300
0.03% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
14,571
shares
|
$233,427
0.01% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
14,517
shares
|
$232,562
0.02% of portfolio
|
Q3 2024
Reduced 49.87%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
13,955
shares
|
$223,559
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
13,440
shares
|
$215,308
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,750
shares
|
$204,255
0.0% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
12,448
shares
|
$199,416
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
11,616
shares
|
$186,088
0.3% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,598
shares
|
$185,799
0.0% of portfolio
|
Q1 2024
Reduced 79.94%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
11,414
shares
|
$182,852
0.18% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,143
shares
|
$178,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
11,109
shares
|
$177,966
0.1% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
11,000
shares
|
$176,220
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,552
shares
|
$153,023
0.01% of portfolio
|
Q2 2020
Reduced 2.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,778
shares
|
$124,603
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,352
shares
|
$69,719
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,815
shares
|
$61,116
0.0% of portfolio
|
Q2 2024
Added 52.6%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,633
shares
|
$58,200
0.02% of portfolio
|
Q3 2024
New holding
|