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 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,470,106
shares
|
$24.3 Million
3.71% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,086,964
shares
|
$18 Million
0.01% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
844,778
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
686,444
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
609,196
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
543,339
shares
|
$9 Million
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
366,410
shares
|
$6.07 Million
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
317,222
shares
|
$5.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
306,503
shares
|
$5.08 Million
0.15% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
303,686
shares
|
$5.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
229,564
shares
|
$3.8 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
223,091
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,332
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
166,882
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Added 36.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
153,519
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 28.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
133,556
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
128,659
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
101,059
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
93,481
shares
|
$1.55 Million
0.67% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,902
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
84,365
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
78,863
shares
|
$1.31 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
77,485
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
71,537
shares
|
$1.18 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
71,478
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 2.15%
|