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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)
48
Total
Institutional Inflows
(last 12 months)
$48.67M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$10.30M
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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
8/1/2025Envestnet Asset Management Inc.45,202$715K0.0%-24.1%0.160%
7/29/2025 International Assets Investment Management LLC47,205$746K0.0%+102.8%0.167%
7/29/2025 Stratos Wealth Partners LTD.22,233$352K0.0%+45.6%0.079%
7/28/2025 Harbour Investments Inc.360,401$5.70M0.1%+13.0%1.278%
7/25/2025 Endowment Wealth Management Inc.38,716$612K0.3%+10.6%0.137%
7/25/2025 Total Clarity Wealth Management Inc.56,800$898K0.3%N/A0.201%
7/25/2025 Concurrent Investment Advisors LLC38,941$616K0.0%+19.5%0.138%
7/24/2025 IFP Advisors Inc20,669$327K0.0%-5.3%0.073%
7/21/2025 Ameritas Advisory Services LLC22,208$351K0.0%-3.2%0.079%
7/18/2025 Truist Financial Corp23,300$368K0.0%-21.4%0.083%
7/17/2025 Janney Montgomery Scott LLC51,001$806K0.0%-13.0%0.181%
7/11/2025 Farther Finance Advisors LLC15,522$245K0.0%-8.0%0.055%
7/3/2025 TrueWealth Advisors LLC53,350$843K0.2%-21.0%0.188%
5/20/2025Flaharty Asset Management LLC1,571,532$25.70M3.7%+6.9%5.504%
5/16/2025Jones Financial Companies Lllp688,084$11.25M0.0%+1,699.9%2.410%
5/16/2025Rockport Wealth LLC225,493$3.69M1.3%+141.2%0.790%
5/15/2025Royal Bank of Canada330,822$5.41M0.0%+4.3%1.159%
5/15/2025MAI Capital Management6,286$103K0.0%-10.2%0.022%
5/15/2025Baird Financial Group Inc.12,000$196K0.0%-10.1%0.042%
5/14/2025Comerica Bank11,394$186K0.0%-34.9%0.040%
5/14/2025Kestra Advisory Services LLC123,673$2.02M0.0%-3.9%0.433%
5/13/2025Raymond James Financial Inc.281,492$4.60M0.0%-7.3%0.986%
5/13/2025HighTower Advisors LLC36,149$591K0.0%+2.4%0.127%
5/13/2025 Elevation Capital Advisory LLC193,227$3.16M1.4%N/A0.677%
5/9/2025 Endowment Wealth Management Inc.34,997$572K0.4%+5.3%0.123%
5/8/2025IFG Advisory LLC10,172$166K0.0%N/A0.036%
5/8/2025 Harbour Investments Inc.318,997$5.22M0.1%+4.1%1.117%
5/7/2025LPL Financial LLC1,188,126$19.43M0.0%+9.3%4.162%
5/6/2025Cetera Investment Advisers255,021$4.17M0.0%+14.3%0.893%
5/5/2025Private Advisor Group LLC56,306$921K0.0%+1.2%0.197%
5/2/2025Larson Financial Group LLC37,335$611K0.0%-11.8%0.135%
5/2/2025Sigma Planning Corp73,645$1.20M0.0%+3.0%0.267%
5/1/2025 Realta Investment Advisors2,425$40K0.0%N/A0.009%
4/30/2025 Moloney Securities Asset Management LLC10,267$168K0.0%N/A0.037%
4/30/2025 Stratos Wealth Partners LTD.15,268$250K0.0%-10.3%0.055%
4/29/2025Envestnet Asset Management Inc.59,555$974K0.0%+195.3%0.216%
4/29/2025 Concurrent Investment Advisors LLC32,598$533K0.0%N/A0.118%
4/29/2025Capital Investment Advisory Services LLC218,529$3.57M0.3%-4.8%0.792%
4/25/2025 Ameritas Advisory Services LLC22,940$371K0.0%-54.8%0.083%
4/24/2025 Elevated Capital Advisors LLC72,300$1.18M0.3%-8.3%0.262%
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4/24/2025 Kraft Davis & Associates LLC10,420$163K0.1%-16.3%0.038%
4/23/2025 Cottonwood Capital Advisors LLC66,602$1.09M0.8%-4.0%0.241%
4/23/2025 International Assets Investment Management LLC23,278$381K0.0%+29.8%0.084%
4/22/2025 Cambridge Investment Research Advisors Inc.173,028$2.83M0.0%+3.7%0.627%
4/22/2025Cherry Creek Investment Advisors Inc.27,714$453K0.2%N/A0.100%
4/21/2025 ORG Partners LLC5,000$82K0.0%-54.5%0.018%
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%
2/10/2025 Harbour 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%
2/7/2025 Endowment 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%
2/4/2025 IFP 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%
1/31/2025 Atria 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%
1/21/2025 Cottonwood 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%
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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%
(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, 94 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 ($25.70M), LPL Financial LLC ($19.43M), Jones Financial Companies Lllp ($11.25M), Commonwealth Equity Services LLC ($11.09M), Ameriprise Financial Inc. ($9.84M), Bank of America Corp DE ($8.78M), and Cetera Advisor Networks LLC ($6.32M).Learn more on First Trust Multi-Asset Diversified Income Index Fund's institutional investors.

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

Of the 74 institutional investors that purchased First Trust Multi-Asset Diversified Income Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($661.09K), Raymond James Financial Inc. ($607.37K), International Assets Investment Management LLC ($412.66K), Commonwealth Equity Services LLC ($320.22K), Flaharty Asset Management LLC ($257.62K), Cetera Advisor Networks LLC ($257.05K), and Cetera Investment Advisers ($246.32K).

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

Institutional investors have bought a total of 3,008,922 shares in the last 24 months. This purchase volume represents approximately $48.67M in transactions.

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

Of the 38 institutional investors that sold First Trust Multi-Asset Diversified Income Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameritas Advisory Services LLC ($107.75K), Janney Montgomery Scott LLC ($102.52K), StoneX Group Inc. ($80.19K), Wealth Enhancement Advisory Services LLC ($29.26K), Capital Investment Advisory Services LLC ($27.66K), Cottonwood Capital Advisors LLC ($23.03K), and TrueWealth Advisors LLC ($22.44K).

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

Institutional investors have sold a total of 635,339 shares in the last 24 months. This volume of shares sold represents approximately $10.30M in transactions.


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This page (NASDAQ:MDIV) was last updated on 8/2/2025 by MarketBeat.com Staff
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