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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,233
shares
|
$359,952
0.0% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,208
shares
|
$359,547
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,669
shares
|
$334,631
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
20,470
shares
|
$331,409
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
20,450
shares
|
$331,085
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,764
shares
|
$319,979
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
19,305
shares
|
$312,547
0.08% of portfolio
|
Q4 2024
Added 38.34%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
17,389
shares
|
$281,527
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
17,310
shares
|
$280,248
0.0% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
16,008
shares
|
$259,169
0.24% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,522
shares
|
$251,301
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,508
shares
|
$251,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
15,400
shares
|
$249,326
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,134
shares
|
$228,829
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,993
shares
|
$194,166
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,803
shares
|
$191,090
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
11,616
shares
|
$188,063
0.3% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,394
shares
|
$184,468
0.0% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,955
shares
|
$177,361
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,659
shares
|
$172,569
0.0% of portfolio
|
Q2 2025
Reduced 75.72%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
10,420
shares
|
$168,699
0.05% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
10,051
shares
|
$162,725
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,552
shares
|
$154,646
0.01% of portfolio
|
Q2 2020
Reduced 2.86%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,946
shares
|
$128,645
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
7,778
shares
|
$125,925
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|