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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)
43
Total
Institutional Inflows
(last 12 months)
$31.62M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$10.14M
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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
4/17/2025 Janney Montgomery Scott LLC58,625$959K0.0%-61.8%0.212%
4/16/2025 Wealth Enhancement Advisory Services LLC19,689$322K0.0%-6.1%0.071%
4/14/2025 Farther Finance Advisors LLC16,877$277K0.0%+56.4%0.061%
4/10/2025 TrueWealth Advisors LLC67,542$1.10M0.4%-5.6%0.245%
4/9/2025 NBC Securities Inc.2,438$39K0.0%+121,800.0%0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC20,959$338K0.0%-46.2%0.076%
2/17/2025Second Line Capital LLC19,305$312K0.1%+38.3%0.072%
2/17/2025Cetera Investment Advisers223,091$3.60M0.0%+7.6%0.832%
2/17/2025Citadel Advisors LLC17,062$276K0.0%-47.1%0.064%
2/17/2025Bank of America Corp DE543,339$8.78M0.0%+0.9%2.027%
2/17/2025Ameriprise Financial Inc.609,196$9.84M0.0%+25.4%2.273%
2/17/2025Aptus Capital Advisors LLC21,877$353K0.0%+32.4%0.082%
2/14/2025Harvest Investment Services LLC101,059$1.63M0.4%-11.4%0.377%
2/13/2025Rockefeller Capital Management L.P.44,338$716K0.0%-19.6%0.165%
2/13/2025Jaffetilchin Investment Partners LLC43,295$699K0.1%-26.4%0.162%
2/13/2025Bessemer Group Inc.9,140$148K0.0%N/A0.034%
2/13/2025Raymond James Financial Inc.303,686$4.91M0.0%N/A1.133%
2/13/2025Advisory Services Network LLC10,546$170K0.0%N/A0.039%
2/13/2025Envestnet Asset Management Inc.20,171$326K0.0%+8.8%0.075%
2/13/2025Wells Fargo & Company MN366,410$5.92M0.0%+4.3%1.367%
2/12/2025StoneX Group Inc.18,747$303K0.0%-69.9%0.070%
2/11/2025LPL Financial LLC1,086,964$17.55M0.0%+11.8%4.056%
2/10/2025Thrivent Financial for Lutherans45,947$742K0.0%-16.9%0.171%
2/10/2025Arbor Capital Management Inc. ADV13,029$214K0.2%+14.1%0.049%
2/10/2025Rockport Wealth LLC93,481$1.52M0.7%+16.8%0.349%
2/10/2025Harbour Investments Inc.306,503$4.95M0.1%+5.7%1.144%
2/10/2025Commonwealth 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%
2/7/2025Endowment Wealth Management Inc.33,245$537K0.4%+7.7%0.124%
2/7/2025Independent Advisor Alliance36,764$594K0.0%N/A0.137%
2/6/2025Raymond James Financial Inc.303,686$4.91M0.0%N/A1.133%
2/6/2025Jones Financial Companies Lllp38,229$617K0.0%+41.6%0.143%
2/5/2025Flaharty Asset Management LLC1,470,106$23.74M3.5%+6.6%5.485%
2/4/2025IFP Advisors Inc21,819$352K0.0%-14.5%0.081%
2/3/2025Sigma Planning Corp71,478$1.15M0.0%+2.2%0.267%
2/3/2025Private Advisor Group LLC55,639$899K0.0%-1.9%0.208%
1/31/2025Atria Wealth Solutions Inc.26,363$426K0.0%-44.5%0.098%
1/28/2025Newbridge Financial Services Group Inc.4,562$74K0.0%+36.8%0.017%
1/23/2025Capital Investment Advisory Services LLC229,564$3.71M0.4%-6.8%0.857%
1/21/2025Geneos Wealth Management Inc.2,515$41K0.0%-34.1%0.009%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
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%
1/15/2025Ameritas 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%
1/10/2025ORG Partners LLC11,000$178K0.0%N/A0.041%
1/8/2025International 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%
10/29/2024 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%
10/23/2024Silver 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%
10/15/2024 NBC Securities Inc.2,438$40K0.0%-36.8%0.009%
10/8/2024Atomi 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%
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%
7/30/2024International Assets Investment Management LLC20,755$326K0.0%+9.9%0.077%
7/29/2024Ameritas 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%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
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%
(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, 90 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 3,781,937 shares in the last 24 months. This purchase volume represents approximately $66.41M 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: LPL Financial LLC ($210.03K), Raymond James & Associates ($175.46K), Janney Montgomery Scott LLC ($110.14K), Ameritas Advisory Services LLC ($103.32K), StoneX Group Inc. ($92.24K), Silver Oak Securities Incorporated ($65.43K), and Dynamic Advisor Solutions LLC ($56.90K).

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

Institutional investors have sold a total of 1,427,364 shares in the last 24 months. This volume of shares sold represents approximately $22.37M in transactions.


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This page (NASDAQ:MDIV) was last updated on 4/19/2025 by MarketBeat.com Staff
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