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 102 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
1,330,464
shares
|
$20.9 Million
3.27% of portfolio
|
Q1 2024
Reduced 13.96%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,242,455
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2024
Added 54.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
752,310
shares
|
$11.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
609,460
shares
|
$9.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 38.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
455,846
shares
|
$7.17 Million
0.0% of portfolio
|
Q1 2024
Added 3.14%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
419,134
shares
|
$6.59 Million
0.01% of portfolio
|
Q1 2024
Added 30.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
353,727
shares
|
$5.56 Million
0.0% of portfolio
|
Q1 2024
Added 18.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
340,460
shares
|
$5.35 Million
0.0% of portfolio
|
Q1 2024
Added 6.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
259,195
shares
|
$4.07 Million
0.17% of portfolio
|
Q4 2023
Added 6.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
242,032
shares
|
$3.8 Million
0.43% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
210,183
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
186,913
shares
|
$2.94 Million
0.32% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
177,253
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
160,768
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
155,415
shares
|
$2.44 Million
0.1% of portfolio
|
Q1 2024
Added 358.25%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
121,108
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2024
Added 18.27%
|
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
117,202
shares
|
$1.84 Million
0.76% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
111,750
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
104,938
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
101,389
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2024
Added 62.45%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
101,123
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2024
Reduced 57.38%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
94,998
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
91,316
shares
|
$1.44 Million
1.15% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
81,651
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Added 451.51%
|
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
80,968
shares
|
$1.27 Million
0.53% of portfolio
|
Q1 2024
Reduced 19.43%
|
|