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 98 institutions that hold shares in the stock, with a total of 8.58 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,692
shares
|
$259,859
0.0% of portfolio
|
Q2 2024
Reduced 65.7%
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
15,608
shares
|
$258,468
0.22% of portfolio
|
Q2 2024
Added 4.1%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
15,505
shares
|
$256,762
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
15,482
shares
|
$256,381
0.01% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
15,320
shares
|
$253,699
0.08% of portfolio
|
Q2 2024
Added 1.61%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
14,834
shares
|
$245,651
0.0% of portfolio
|
Q2 2024
Added 58.31%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
13,282
shares
|
$219,949
0.0% of portfolio
|
Q2 2024
Added 12.41%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
12,750
shares
|
$211,139
0.0% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,338
shares
|
$204,317
0.0% of portfolio
|
Q2 2024
Reduced 87.83%
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
11,616
shares
|
$192,360
0.3% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
11,598
shares
|
$192,062
0.0% of portfolio
|
Q1 2024
Reduced 79.94%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,131
shares
|
$184,329
0.0% of portfolio
|
Q2 2024
Reduced 32.04%
|
|
Cherry Creek Investment Advisors, Inc.
|
Jul 17, 2024 Q2 2024 |
10,955
shares
|
$181,414
0.09% of portfolio
|
Q2 2024
Reduced 13.65%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
10,414
shares
|
$172,455
0.0% of portfolio
|
Q2 2024
Added 50.62%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,552
shares
|
$158,181
0.01% of portfolio
|
Q2 2020
Reduced 2.86%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
8,440
shares
|
$139,766
0.0% of portfolio
|
Q2 2024
Added 8.51%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,352
shares
|
$72,069
0.04% of portfolio
|
Q4 2021
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,860
shares
|
$63,921
0.01% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
3,815
shares
|
$63,176
0.0% of portfolio
|
Q2 2024
Added 52.6%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,800
shares
|
$62,927
0.0% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
3,426
shares
|
$56,734
0.02% of portfolio
|
Q2 2024
Reduced 80.36%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,572
shares
|
$42,592
0.01% of portfolio
|
Q4 2022
Reduced 63.63%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,571
shares
|
$42,575
0.0% of portfolio
|
Q2 2024
Reduced 20.48%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
2,504
shares
|
$41,466
0.01% of portfolio
|
Q2 2024
Added 1.09%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$33,120
0.0% of portfolio
|
Q4 2023
Reduced 74.19%
|