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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,847
shares
|
$124,531
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,778
shares
|
$123,436
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,286
shares
|
$99,758
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
5,000
shares
|
$79,350
0.02% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,615
shares
|
$73,240
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,352
shares
|
$69,066
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,012
shares
|
$47,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,848
shares
|
$45,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,572
shares
|
$40,817
0.0% of portfolio
|
Q4 2022
Reduced 63.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,515
shares
|
$39,913
0.0% of portfolio
|
Q4 2024
Reduced 34.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,438
shares
|
$38,691
0.0% of portfolio
|
Q1 2025
Added 121800.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,425
shares
|
$38,484
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,223
shares
|
$35,279
0.01% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,000
shares
|
$31,740
0.0% of portfolio
|
Q4 2023
Reduced 74.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,911
shares
|
$30,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,800
shares
|
$28,566
0.0% of portfolio
|
Q3 2023
Reduced 43.75%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,543
shares
|
$24,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,418
shares
|
$22,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,338
shares
|
$21,234
0.01% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$15,870
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
951
shares
|
$15,092
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
853
shares
|
$13,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
800
shares
|
$12,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
655
shares
|
$10,394
0.0% of portfolio
|
Q3 2024
Reduced 82.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
400
shares
|
$6,348
0.0% of portfolio
|
Q2 2021
New holding
|