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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
69,973
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
62,263
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.07%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
61,256
shares
|
$1.02 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
59,051
shares
|
$984,380
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
58,819
shares
|
$980,512
0.08% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
58,674
shares
|
$978,095
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
56,713
shares
|
$945,405
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
55,776
shares
|
$929,785
0.07% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
55,292
shares
|
$921,717
0.0% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,166
shares
|
$919,617
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$846,369
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
47,541
shares
|
$792,508
0.01% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
42,835
shares
|
$714,059
0.04% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
38,985
shares
|
$649,879
0.0% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
36,925
shares
|
$615,539
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,742
shares
|
$579,149
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
32,283
shares
|
$538,157
0.0% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
30,874
shares
|
$514,669
0.37% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
30,705
shares
|
$511,852
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
26,998
shares
|
$450,056
0.0% of portfolio
|
Q3 2024
Added 82.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
26,601
shares
|
$443,438
0.02% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$391,661
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
20,450
shares
|
$340,901
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,538
shares
|
$309,028
0.0% of portfolio
|
Q3 2024
Added 39.57%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
18,114
shares
|
$301,960
0.09% of portfolio
|
Q3 2024
Added 18.24%
|