Free Trial
Notice: This company has been marked as potentially delisted and may not be actively trading.

First Trust Multi-Asset Diversified Income Index Fund (MDIV) Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Trust Multi-Asset Diversified Income Index Fund (NASDAQ:MDIV)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$31.67M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.42M
Get MDIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Multi-Asset Diversified Income Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MDIV Institutional Buying and Selling by Quarter

First Trust Multi-Asset Diversified Income Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Second Line Capital LLC19,305$312K0.1%+38.3%0.072%
2/17/2025 Cetera Investment Advisers223,091$3.60M0.0%+7.6%0.832%
2/17/2025 Citadel Advisors LLC17,062$276K0.0%-47.1%0.064%
2/17/2025 Bank of America Corp DE543,339$8.78M0.0%+0.9%2.027%
2/17/2025 Ameriprise Financial Inc.609,196$9.84M0.0%+25.4%2.273%
2/17/2025 Aptus Capital Advisors LLC21,877$353K0.0%+32.4%0.082%
2/14/2025 Harvest Investment Services LLC101,059$1.63M0.4%-11.4%0.377%
2/13/2025 Rockefeller Capital Management L.P.44,338$716K0.0%-19.6%0.165%
2/13/2025 Jaffetilchin Investment Partners LLC43,295$699K0.1%-26.4%0.162%
2/13/2025 Bessemer Group Inc.9,140$148K0.0%N/A0.034%
2/13/2025 Raymond James Financial Inc.303,686$4.91M0.0%N/A1.133%
2/13/2025 Advisory Services Network LLC10,546$170K0.0%N/A0.039%
2/13/2025 Envestnet Asset Management Inc.20,171$326K0.0%+8.8%0.075%
2/13/2025 Wells Fargo & Company MN366,410$5.92M0.0%+4.3%1.367%
2/12/2025 StoneX Group Inc.18,747$303K0.0%-69.9%0.070%
2/11/2025 LPL Financial LLC1,086,964$17.55M0.0%+11.8%4.056%
2/10/2025 Thrivent Financial for Lutherans45,947$742K0.0%-16.9%0.171%
2/10/2025 Arbor Capital Management Inc. ADV13,029$214K0.2%+14.1%0.049%
2/10/2025 Rockport Wealth LLC93,481$1.52M0.7%+16.8%0.349%
2/10/2025 Harbour Investments Inc.306,503$4.95M0.1%+5.7%1.144%
2/10/2025 Commonwealth Equity Services LLC686,444$11.09M0.0%+11.9%2.561%
2/10/2025 Farther Finance Advisors LLC10,794$174K0.0%-25.9%0.040%
2/7/2025 Endowment Wealth Management Inc.33,245$537K0.4%+7.7%0.124%
2/7/2025 Independent Advisor Alliance36,764$594K0.0%N/A0.137%
2/6/2025 Raymond James Financial Inc.303,686$4.91M0.0%N/A1.133%
2/6/2025 Jones Financial Companies Lllp38,229$617K0.0%+41.6%0.143%
2/5/2025 Flaharty Asset Management LLC1,470,106$23.74M3.5%+6.6%5.485%
2/4/2025 IFP Advisors Inc21,819$352K0.0%-14.5%0.081%
2/3/2025 Sigma Planning Corp71,478$1.15M0.0%+2.2%0.267%
2/3/2025 Private Advisor Group LLC55,639$899K0.0%-1.9%0.208%
1/31/2025 Atria Wealth Solutions Inc.26,363$426K0.0%-44.5%0.098%
1/28/2025 Newbridge Financial Services Group Inc.4,562$74K0.0%+36.8%0.017%
1/23/2025 Capital Investment Advisory Services LLC229,564$3.71M0.4%-6.8%0.857%
1/21/2025 Geneos Wealth Management Inc.2,515$41K0.0%-34.1%0.009%
1/21/2025 Cottonwood Capital Advisors LLC69,353$1.12M0.8%-4.5%0.259%
1/21/2025 Cornerstone Wealth Management LLC56,648$915K0.1%+1.6%0.211%
1/17/2025 Janney Montgomery Scott LLC153,519$2.48M0.0%+28.2%0.573%
1/15/2025 Ameritas Advisory Services LLC50,760$820K0.0%-60.9%0.189%
1/15/2025 TrueWealth Advisors LLC71,537$1.16M0.4%-5.6%0.267%
1/10/2025 Wealth Enhancement Advisory Services LLC37,160$618K0.0%-4.7%0.139%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

1/10/2025 ORG Partners LLC11,000$178K0.0%N/A0.041%
1/8/2025 International Assets Investment Management LLC17,932$291K0.0%N/A0.067%
11/25/2024 Sanctuary Advisors LLC44,080$739K0.0%-2.1%0.164%
11/19/2024 Second Line Capital LLC13,955$232K0.1%N/A0.052%
11/15/2024 Stifel Financial Corp59,051$982K0.0%-4.1%0.220%
11/15/2024 HighTower Advisors LLC34,742$579K0.0%-2.7%0.130%
11/14/2024 L.M. Kohn & Company13,440$224K0.1%N/A0.050%
11/12/2024 Larson Financial Group LLC42,835$712K0.0%-3.9%0.160%
11/12/2024 StoneX Group Inc.62,263$1.04M0.1%-37.1%0.232%
11/8/2024 Kraft Davis & Associates LLC12,448$204K0.1%N/A0.046%
11/7/2024 Thrivent Financial for Lutherans55,292$920K0.0%+14.4%0.206%
11/6/2024 Endowment Wealth Management Inc.30,874$513K0.3%-6.5%0.115%
11/5/2024 Aptus Capital Advisors LLC16,527$275K0.0%+58.7%0.062%
11/5/2024 Proactive Wealth Strategies LLC15,400$256K0.1%N/A0.057%
11/5/2024 Harbour Investments Inc.289,931$4.82M0.1%+6.1%1.082%
11/4/2024 Jaffetilchin Investment Partners LLC58,819$978K0.1%-3.0%0.219%
11/4/2024 Cottonwood Capital Advisors LLC72,615$1.21M0.9%-19.0%0.271%
10/29/2024 Janney Montgomery Scott LLC119,771$1.99M0.0%+14.3%0.447%
10/29/2024 Realta Investment Advisors1,650$27K0.0%-92.8%0.006%
10/29/2024 Farther Finance Advisors LLC14,571$242K0.0%-5.9%0.054%
10/24/2024 Wealth Enhancement Advisory Services LLC38,985$648K0.0%-17.3%0.145%
10/23/2024 Silver Oak Securities Incorporated30,705$508K0.1%N/A0.115%
10/22/2024 Private Advisor Group LLC56,713$943K0.0%+2.6%0.212%
10/16/2024 Cornerstone Wealth Management LLC55,776$928K0.1%+1.6%0.208%
10/15/2024 NBC Securities Inc.2,438$40K0.0%-36.8%0.009%
10/8/2024 Atomi Financial Group Inc.14,517$241K0.0%-49.9%0.054%
9/11/2024 Newbridge Financial Services Group Inc.3,426$54K0.0%-80.4%0.013%
9/5/2024 Sanctuary Advisors LLC45,041$702K0.0%N/A0.168%
8/19/2024 Hershey Financial Advisers LLC58,674$922K0.8%N/A0.219%
8/19/2024B. Riley Wealth Advisors Inc.11,131$175K0.0%-32.0%0.042%
8/16/2024 Rockport Wealth LLC44,874$705K0.3%+6.5%0.167%
8/13/2024 Thrivent Financial for Lutherans48,321$760K0.0%+24.6%0.180%
8/7/2024 Wedbush Securities Inc.38,659$608K0.0%+22.7%0.144%
8/5/2024 Private Advisor Group LLC55,259$869K0.0%+10.5%0.206%
8/2/2024 Larson Financial Group LLC44,584$701K0.0%+3.5%0.166%
8/2/2024 Endowment Wealth Management Inc.33,013$519K0.4%-3.9%0.123%
8/1/2024 Flaharty Asset Management LLC1,353,879$21.28M3.1%+1.8%5.052%
7/31/2024 Aptus Capital Advisors LLC10,414$164K0.0%+50.6%0.039%
7/31/2024 Commonwealth Equity Services LLC503,652$7.92M0.0%+20.2%1.879%
7/30/2024 Jaffetilchin Investment Partners LLC60,638$953K0.1%-4.4%0.226%
7/30/2024 International Assets Investment Management LLC20,755$326K0.0%+9.9%0.077%
7/29/2024 Ameritas Advisory Services LLC144,981$2.28M0.1%-6.7%0.541%
7/26/2024 Harbour Investments Inc.273,264$4.30M0.1%+0.9%1.020%
7/26/2024 Cambridge Investment Research Advisors Inc.112,864$1.77M0.0%+7.6%0.421%
7/24/2024 TrueWealth Advisors LLC76,061$1.20M0.4%-6.1%0.284%
7/22/2024 Atria Wealth Solutions Inc.52,982$834K0.0%-4.6%0.198%
7/19/2024Raymond James & Associates90,380$1.42M0.0%-19.1%0.337%
7/17/2024 Cottonwood Capital Advisors LLC89,627$1.41M1.1%-1.8%0.334%
7/16/2024 Cornerstone Wealth Management LLC54,877$863K0.1%-2.0%0.205%
7/16/2024 Wealth Enhancement Advisory Services LLC47,127$741K0.0%-4.4%0.176%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

5/24/2024Cetera Advisors LLC22,436$354K0.0%+33.9%0.084%
5/24/2024 Cetera Investment Advisers210,183$3.32M0.0%+967.7%0.784%
5/17/2024 Jaffetilchin Investment Partners LLC63,431$1.00M0.1%+1.6%0.237%
5/16/2024B. Riley Wealth Advisors Inc.16,379$239K0.0%+29.0%0.061%
5/13/2024 Rockport Wealth LLC42,149$666K0.2%N/A0.157%
5/9/2024 Endowment Wealth Management Inc.34,338$542K0.4%-5.8%0.128%
5/4/2024 Geneos Wealth Management Inc.2,500$39K0.0%-54.5%0.009%
5/2/2024Diversified LLC12,941$204K0.0%N/A0.048%
5/1/2024 StoneX Group Inc.186,913$2.95M0.3%-6.1%0.697%
5/1/2024 Janney Montgomery Scott LLC94,998$1.50M0.0%-6.5%0.354%
(Data available from 1/1/2016 forward)

MDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDIV shares?

During the previous two years, 91 institutional investors and hedge funds held shares of First Trust Multi-Asset Diversified Income Index Fund. The most heavily invested institutionals were Flaharty Asset Management LLC ($23.74M), LPL Financial LLC ($17.55M), Commonwealth Equity Services LLC ($11.09M), Ameriprise Financial Inc. ($9.84M), Bank of America Corp DE ($8.78M), Cetera Advisor Networks LLC ($6.32M), and Wells Fargo & Company MN ($5.92M).Learn more on MDIV's institutional investors.

Which institutional investors have been buying First Trust Multi-Asset Diversified Income Index Fund stock?

Of the 74 institutional investors that purchased First Trust Multi-Asset Diversified Income Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($607.37K), International Assets Investment Management LLC ($383.38K), Commonwealth Equity Services LLC ($352.59K), LPL Financial LLC ($282.67K), Cetera Advisor Networks LLC ($257.05K), Silver Oak Securities Incorporated ($224.58K), and Cetera Investment Advisers ($214.39K).

How much institutional buying is happening at First Trust Multi-Asset Diversified Income Index Fund?

Institutional investors have bought a total of 3,841,428 shares in the last 24 months. This purchase volume represents approximately $68.27M in transactions.

Which First Trust Multi-Asset Diversified Income Index Fund major shareholders have been selling company stock?

Of the 49 institutional investors that sold First Trust Multi-Asset Diversified Income Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($213.61K), LPL Financial LLC ($210.03K), Ameritas Advisory Services LLC ($103.32K), StoneX Group Inc. ($92.24K), Silver Oak Securities Incorporated ($65.43K), Dynamic Advisor Solutions LLC ($56.90K), and Sigma Planning Corp ($52.99K).

How much institutional selling is happening at First Trust Multi-Asset Diversified Income Index Fund?

Institutional investors have sold a total of 1,376,053 shares in the last 24 months. This volume of shares sold represents approximately $22.41M in transactions.



This page (NASDAQ:MDIV) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners