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 9.07 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,379,608
shares
|
$23.1 Million
3.37% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
972,352
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
801,604
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
613,694
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
538,739
shares
|
$9.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
485,684
shares
|
$8.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
351,148
shares
|
$5.89 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
322,973
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
289,931
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
246,188
shares
|
$4.13 Million
0.41% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
207,388
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
172,332
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
144,077
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
129,961
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
122,646
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
119,771
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
116,614
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
114,124
shares
|
$1.91 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,902
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
89,993
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
80,017
shares
|
$1.34 Million
0.35% of portfolio
|
Q3 2024
Added 78.31%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
79,434
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
78,110
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 102.05%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
75,788
shares
|
$1.27 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
72,615
shares
|
$1.22 Million
0.95% of portfolio
|
Q3 2024
Reduced 18.98%
|