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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
22,255
shares
|
$353,186
0.12% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,877
shares
|
$347,187
0.0% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
21,819
shares
|
$346,267
0.01% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
20,450
shares
|
$324,541
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,689
shares
|
$312,464
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
19,305
shares
|
$306,370
0.08% of portfolio
|
Q4 2024
Added 38.34%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
17,680
shares
|
$280,581
0.02% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
17,511
shares
|
$277,899
0.03% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
16,877
shares
|
$267,837
0.01% of portfolio
|
Q1 2025
Added 56.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,715
shares
|
$265,267
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
15,400
shares
|
$244,398
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,268
shares
|
$242,303
0.0% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
13,516
shares
|
$214,498
0.22% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
13,440
shares
|
$213,292
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,228
shares
|
$194,058
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
12,000
shares
|
$190,440
0.0% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,804
shares
|
$187,329
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
11,616
shares
|
$184,345
0.3% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,394
shares
|
$180,822
0.0% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,955
shares
|
$173,855
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,420
shares
|
$165,365
0.05% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
10,267
shares
|
$162,937
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
10,172
shares
|
$161,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,552
shares
|
$151,590
0.01% of portfolio
|
Q2 2020
Reduced 2.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
9,140
shares
|
$145,051
0.0% of portfolio
|
Q4 2024
New holding
|