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 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
66,879
shares
|
$1.07 Million
0.85% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,625
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
60,846
shares
|
$969,276
0.4% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
57,884
shares
|
$922,092
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
54,217
shares
|
$863,676
0.3% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
53,628
shares
|
$854,294
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
52,572
shares
|
$837,471
0.0% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
50,772
shares
|
$808,797
10.42% of portfolio
|
Q3 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
49,552
shares
|
$789,363
0.02% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
48,605
shares
|
$774,277
0.06% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
48,319
shares
|
$769,721
0.41% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
44,390
shares
|
$707,132
0.12% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,092
shares
|
$702,385
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
42,588
shares
|
$678,426
0.0% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
41,133
shares
|
$655,248
0.04% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
34,761
shares
|
$553,742
0.21% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
34,619
shares
|
$551,480
0.02% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
33,172
shares
|
$528,429
0.14% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
32,117
shares
|
$511,623
0.06% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
31,923
shares
|
$508,533
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
26,605
shares
|
$423,817
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
23,495
shares
|
$374,275
0.56% of portfolio
|
Q3 2023
Added 25.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
22,385
shares
|
$356,593
0.02% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
21,896
shares
|
$348,803
0.0% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
21,598
shares
|
$344,056
0.16% of portfolio
|
Q3 2025
Added 40.25%
|
|