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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,286
shares
|
$101,770
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$80,950
0.02% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,615
shares
|
$74,716
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
|
$70,458
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,012
shares
|
$48,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$41,640
0.0% of portfolio
|
Q4 2022
Reduced 63.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,515
shares
|
$40,717
0.0% of portfolio
|
Q4 2024
Reduced 34.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,438
shares
|
$39,471
0.0% of portfolio
|
Q1 2025
Added 121800.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,252
shares
|
$36,459
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$32,380
0.0% of portfolio
|
Q4 2023
Reduced 74.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,898
shares
|
$30,728
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,800
shares
|
$29,142
0.0% of portfolio
|
Q3 2023
Reduced 43.75%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,543
shares
|
$24,981
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,441
shares
|
$23,329
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,169
shares
|
$18,926
0.01% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$16,190
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
951
shares
|
$15,396
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
851
shares
|
$13,777
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
800
shares
|
$12,952
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
655
shares
|
$10,604
0.0% of portfolio
|
Q3 2024
Reduced 82.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
400
shares
|
$6,476
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
380
shares
|
$6,152
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
328
shares
|
$5,310
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
310
shares
|
$5,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
300
shares
|
$4,857
0.0% of portfolio
|
Q1 2025
New holding
|