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

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$24.64M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$6.93M
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MDIV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.2,515$41K0.0%-34.1%0.009%
1/21/2025Cottonwood Capital Advisors LLC69,353$1.12M0.8%-4.5%0.259%
1/21/2025Cornerstone 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%
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%
11/25/2024Sanctuary Advisors LLC44,080$739K0.0%-2.1%0.164%
11/19/2024Second Line Capital LLC13,955$232K0.1%N/A0.052%
11/15/2024Stifel Financial Corp59,051$982K0.0%-4.1%0.220%
11/15/2024HighTower Advisors LLC34,742$579K0.0%-2.7%0.130%
11/14/2024L.M. Kohn & Company13,440$224K0.1%N/A0.050%
11/12/2024Larson Financial Group LLC42,835$712K0.0%-3.9%0.160%
11/12/2024StoneX Group Inc.62,263$1.04M0.1%-37.1%0.232%
11/8/2024Kraft Davis & Associates LLC12,448$204K0.1%N/A0.046%
11/7/2024Thrivent Financial for Lutherans55,292$920K0.0%+14.4%0.206%
11/6/2024Endowment Wealth Management Inc.30,874$513K0.3%-6.5%0.115%
11/5/2024Aptus Capital Advisors LLC16,527$275K0.0%+58.7%0.062%
11/5/2024Proactive Wealth Strategies LLC15,400$256K0.1%N/A0.057%
11/5/2024Harbour Investments Inc.289,931$4.82M0.1%+6.1%1.082%
11/4/2024Jaffetilchin Investment Partners LLC58,819$978K0.1%-3.0%0.219%
11/4/2024Cottonwood 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%
10/29/2024Realta Investment Advisors1,650$27K0.0%-92.8%0.006%
10/29/2024Farther 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%
10/23/2024Silver Oak Securities Incorporated30,705$508K0.1%N/A0.115%
10/22/2024Private Advisor Group LLC56,713$943K0.0%+2.6%0.212%
10/16/2024Cornerstone Wealth Management LLC55,776$928K0.1%+1.6%0.208%
10/15/2024NBC 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%
9/11/2024Newbridge Financial Services Group Inc.3,426$54K0.0%-80.4%0.013%
9/5/2024Sanctuary Advisors LLC45,041$702K0.0%N/A0.168%
8/19/2024Hershey Financial Advisers LLC58,674$922K0.8%N/A0.219%
8/19/2024B. Riley Wealth Advisors Inc.11,131$175K0.0%-32.0%0.042%
8/16/2024Rockport Wealth LLC44,874$705K0.3%+6.5%0.167%
8/13/2024Thrivent Financial for Lutherans48,321$760K0.0%+24.6%0.180%
8/7/2024Wedbush Securities Inc.38,659$608K0.0%+22.7%0.144%
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8/5/2024Private Advisor Group LLC55,259$869K0.0%+10.5%0.206%
8/2/2024Larson Financial Group LLC44,584$701K0.0%+3.5%0.166%
8/2/2024Endowment Wealth Management Inc.33,013$519K0.4%-3.9%0.123%
8/1/2024Flaharty Asset Management LLC1,353,879$21.28M3.1%+1.8%5.052%
7/31/2024Aptus Capital Advisors LLC10,414$164K0.0%+50.6%0.039%
7/31/2024Commonwealth Equity Services LLC503,652$7.92M0.0%+20.2%1.879%
7/30/2024Jaffetilchin 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%
7/26/2024Harbour Investments Inc.273,264$4.30M0.1%+0.9%1.020%
7/26/2024Cambridge 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%
7/22/2024Atria Wealth Solutions Inc.52,982$834K0.0%-4.6%0.198%
7/19/2024Raymond James & Associates90,380$1.42M0.0%-19.1%0.337%
7/17/2024Cottonwood Capital Advisors LLC89,627$1.41M1.1%-1.8%0.334%
7/16/2024Cornerstone 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%
5/24/2024Cetera Advisors LLC22,436$354K0.0%+33.9%0.084%
5/24/2024Cetera Investment Advisers210,183$3.32M0.0%+967.7%0.784%
5/17/2024Jaffetilchin 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%
5/13/2024Rockport Wealth LLC42,149$666K0.2%N/A0.157%
5/9/2024Endowment Wealth Management Inc.34,338$542K0.4%-5.8%0.128%
5/4/2024Geneos Wealth Management Inc.2,500$39K0.0%-54.5%0.009%
5/2/2024Diversified LLC12,941$204K0.0%N/A0.048%
5/1/2024StoneX 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%
4/30/2024Private Advisor Group LLC50,018$790K0.0%-9.5%0.187%
4/29/2024Commonwealth Equity Services LLC419,134$6.62M0.0%+30.3%1.564%
4/26/2024Cottonwood Capital Advisors LLC91,316$1.40M1.1%-2.0%0.341%
4/25/2024Capital Investment Advisory Services LLC242,032$3.82M0.4%+0.4%0.882%
4/25/2024L.M. Kohn & Company10,750$170K0.0%-25.6%0.039%
4/25/2024Cambridge Investment Research Advisors Inc.104,938$1.66M0.0%-6.6%0.382%
4/24/2024Newbridge Financial Services Group Inc.17,446$275K0.1%-41.2%0.064%
4/23/2024Cherry Creek Investment Advisors Inc.12,687$200K0.1%-14.2%0.046%
4/23/2024 TrueWealth Advisors LLC80,968$1.28M0.5%-19.4%0.295%
4/23/2024Raymond James Financial Services Advisors Inc.160,768$2.54M0.0%-6.7%0.586%
4/19/2024Cornerstone Wealth Management LLC56,014$884K0.1%-3.3%0.204%
4/16/2024 Wealth Enhancement Advisory Services LLC49,276$778K0.0%+21.1%0.180%
4/15/2024 Elevated Capital Advisors LLC79,952$1.26M0.4%+5.2%0.291%
4/11/2024 International Assets Investment Management LLC18,881$298K0.0%-13.5%0.069%
4/5/2024NBC Securities Inc.4,178$65K0.0%-60.0%0.014%
3/15/2024B. Riley Wealth Advisors Inc.12,699$199K0.0%-22.5%0.044%
2/13/2024Cetera Advisor Networks LLC404,087$6.32M0.0%+135.2%1.398%
2/12/2024StoneX Group Inc.198,962$3.11M0.4%+4.7%0.688%
2/9/2024Cambridge Investment Research Advisors Inc.112,385$1.76M0.0%+1.4%0.389%
2/9/2024L.M. Kohn & Company14,450$226K0.1%+16.9%0.050%
2/8/2024 Janney Montgomery Scott LLC101,639$1.59M0.0%-6.5%0.352%
2/7/2024Endowment Wealth Management Inc.36,439$570K0.5%-8.6%0.126%
2/6/2024Private Advisor Group LLC55,248$865K0.0%-11.3%0.191%
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2/6/2024Spire Wealth Management3,233$50K0.0%+33.9%0.011%
2/6/2024Bellevue Asset Management LLC1,703$27K0.0%-36.8%0.006%
2/5/2024Flaharty Asset Management LLC1,546,350$24.20M3.8%+0.7%5.351%
2/5/2024Silver Oak Securities Incorporated128,442$2.01M0.3%+404.1%0.444%
2/2/2024Atria Wealth Solutions Inc.57,435$899K0.0%-9.3%0.199%
2/1/2024Larson Financial Group LLC43,444$680K0.1%-5.6%0.150%
2/1/2024Capital Investment Advisory Services LLC240,954$3.77M0.3%-0.8%0.834%
2/1/2024Sigma Planning Corp40,293$631K0.0%-41.3%0.139%
1/26/2024Geneos Wealth Management Inc.5,500$86K0.0%-49.1%0.019%
1/25/2024 International Assets Investment Management LLC21,836$342K0.0%N/A0.076%
(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, 84 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 ($21.28M), LPL Financial LLC ($11.74M), Commonwealth Equity Services LLC ($7.92M), Cetera Advisor Networks LLC ($6.32M), Advisor Group Holdings Inc. ($4.97M), Harbour Investments Inc. ($4.82M), and Capital Investment Advisory Services LLC ($3.82M).Learn more on MDIV's institutional investors.

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

Of the 66 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: International Assets Investment Management LLC ($383.38K), Commonwealth Equity Services LLC ($279.84K), Cetera Advisor Networks LLC ($257.05K), Silver Oak Securities Incorporated ($224.58K), Flaharty Asset Management LLC ($199.45K), Cetera Investment Advisers ($198.69K), and LPL Financial LLC ($168.06K).

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

Institutional investors have bought a total of 2,905,027 shares in the last 24 months. This purchase volume represents approximately $56.34M in transactions.

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

Of the 51 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 ($768.94K), Envestnet Asset Management Inc. ($563.74K), LPL Financial LLC ($292.51K), Janney Montgomery Scott LLC ($142.04K), Ameritas Advisory Services LLC ($103.32K), Cambridge Investment Research Advisors Inc. ($91.76K), and Silver Oak Securities Incorporated ($65.43K).

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

Institutional investors have sold a total of 2,691,514 shares in the last 24 months. This volume of shares sold represents approximately $63.93M in transactions.


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This page (NASDAQ:MDIV) was last updated on 1/22/2025 by MarketBeat.com Staff
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