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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)
47
Total
Institutional Inflows
(last 12 months)
$51.54M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$10.34M
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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
5/20/2025 Flaharty Asset Management LLC1,571,532$25.70M3.7%+6.9%5.504%
5/16/2025 Jones Financial Companies Lllp688,084$11.25M0.0%+1,699.9%2.410%
5/16/2025 Rockport Wealth LLC225,493$3.69M1.3%+141.2%0.790%
5/15/2025 Royal Bank of Canada330,822$5.41M0.0%+4.3%1.159%
5/15/2025 MAI Capital Management6,286$103K0.0%-10.2%0.022%
5/15/2025 Baird Financial Group Inc.12,000$196K0.0%-10.1%0.042%
5/14/2025 Comerica Bank11,394$186K0.0%-34.9%0.040%
5/14/2025 Kestra Advisory Services LLC123,673$2.02M0.0%-3.9%0.433%
5/13/2025 Raymond James Financial Inc.281,492$4.60M0.0%-7.3%0.986%
5/13/2025 HighTower 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%
5/8/2025 IFG Advisory LLC10,172$166K0.0%N/A0.036%
5/8/2025 Harbour Investments Inc.318,997$5.22M0.1%+4.1%1.117%
5/7/2025 LPL Financial LLC1,188,126$19.43M0.0%+9.3%4.162%
5/6/2025 Cetera Investment Advisers255,021$4.17M0.0%+14.3%0.893%
5/5/2025 Private Advisor Group LLC56,306$921K0.0%+1.2%0.197%
5/2/2025 Larson Financial Group LLC37,335$611K0.0%-11.8%0.135%
5/2/2025 Sigma 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%
4/29/2025 Envestnet Asset Management Inc.59,555$974K0.0%+195.3%0.216%
4/29/2025 Concurrent Investment Advisors LLC32,598$533K0.0%N/A0.118%
4/29/2025 Capital 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%
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%
4/22/2025 Cherry 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%
2/17/2025 Second Line Capital LLC19,305$312K0.1%+38.3%0.072%
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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%
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%
11/19/2024 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%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
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%
(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, 93 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 MDIV's institutional investors.

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

Of the 76 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: Jones Financial Companies Lllp ($661.09K), Raymond James Financial Inc. ($607.37K), International Assets Investment Management LLC ($388.73K), 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 4,649,274 shares in the last 24 months. This purchase volume represents approximately $73.95M in transactions.

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

Of the 54 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), Ameritas Advisory Services LLC ($117.46K), Janney Montgomery Scott LLC ($110.14K), 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 1,496,063 shares in the last 24 months. This volume of shares sold represents approximately $23.11M in transactions.


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This page (NASDAQ:MDIV) was last updated on 5/23/2025 by MarketBeat.com Staff
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