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 |
---|---|---|---|---|---|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,800
shares
|
$29,807
0.0% of portfolio
|
Q3 2023
Reduced 43.75%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
1,727
shares
|
$28,599
0.01% of portfolio
|
Q2 2024
Added 0.82%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
1,543
shares
|
$25,552
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
1,000
shares
|
$16,560
0.0% of portfolio
|
Q4 2018
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
951
shares
|
$15,748
0.0% of portfolio
|
Q2 2024
Added 3.15%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
800
shares
|
$13,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
608
shares
|
$10,068
0.0% of portfolio
|
Q4 2023
Reduced 69.6%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
548
shares
|
$9,074
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
441
shares
|
$7,302
0.0% of portfolio
|
Q1 2023
Reduced 47.44%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
400
shares
|
$6,623
0.0% of portfolio
|
Q2 2021
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
393
shares
|
$6,508
0.0% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
310
shares
|
$5,133
0.0% of portfolio
|
Q2 2024
New holding
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
215
shares
|
$3,560
0.0% of portfolio
|
Q1 2023
Reduced 24.3%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
209
shares
|
$3,461
0.0% of portfolio
|
Q2 2024
Added 137.5%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
200
shares
|
$3,311
0.0% of portfolio
|
Q4 2021
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
200
shares
|
$3,311
0.0% of portfolio
|
Q4 2018
Reduced 50.0%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
116
shares
|
$1,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
106
shares
|
$1,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$1,655
0.0% of portfolio
|
Q1 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
30
shares
|
$496
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
8
shares
|
$132
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
7
shares
|
$115
0.0% of portfolio
|
Q1 2024
Reduced 96.7%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|