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 108 institutions that hold shares in the stock, with a total of 9.77 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
20,171
shares
|
$333,628
0.0% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
19,305
shares
|
$319,304
0.08% of portfolio
|
Q4 2024
Added 38.34%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
18,747
shares
|
$310,075
0.02% of portfolio
|
Q4 2024
Reduced 69.89%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,339
shares
|
$303,327
0.09% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
18,331
shares
|
$303,194
0.03% of portfolio
|
Q3 2024
Added 201.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
17,932
shares
|
$296,595
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,500
shares
|
$289,450
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,062
shares
|
$282,205
0.0% of portfolio
|
Q4 2024
Reduced 47.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,027
shares
|
$281,626
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,723
shares
|
$276,598
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
15,400
shares
|
$254,716
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
13,440
shares
|
$222,297
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,350
shares
|
$220,809
0.0% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
13,029
shares
|
$215,499
0.22% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
12,448
shares
|
$205,889
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
11,616
shares
|
$192,128
0.3% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,234
shares
|
$185,810
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
11,000
shares
|
$181,940
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,794
shares
|
$178,532
0.01% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,546
shares
|
$174,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,552
shares
|
$157,990
0.01% of portfolio
|
Q2 2020
Reduced 2.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
9,140
shares
|
$151,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,778
shares
|
$128,648
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,742
shares
|
$128,052
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,002
shares
|
$115,813
0.0% of portfolio
|
Q4 2024
New holding
|