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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)
$31.68M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$12.84M
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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
5/9/2024Endowment 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%
5/2/2024 Diversified 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%
4/30/2024 Private Advisor Group LLC50,018$790K0.0%-9.5%0.187%
4/29/2024Commonwealth Equity Services LLC419,134$6.62M0.0%+30.3%1.564%
4/26/2024 Cottonwood Capital Advisors LLC91,316$1.40M1.1%-2.0%0.341%
4/25/2024 Capital Investment Advisory Services LLC242,032$3.82M0.4%+0.4%0.882%
4/25/2024 L.M. Kohn & Company10,750$170K0.0%-25.6%0.039%
4/25/2024 Cambridge Investment Research Advisors Inc.104,938$1.66M0.0%-6.6%0.382%
4/24/2024 Newbridge Financial Services Group Inc.17,446$275K0.1%-41.2%0.064%
4/23/2024 Cherry 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%
4/23/2024 Raymond James Financial Services Advisors Inc.160,768$2.54M0.0%-6.7%0.586%
4/19/2024 Cornerstone 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%
4/5/2024 NBC 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%
2/12/2024 StoneX Group Inc.198,962$3.11M0.4%+4.7%0.688%
2/9/2024 Cambridge Investment Research Advisors Inc.112,385$1.76M0.0%+1.4%0.389%
2/9/2024 L.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%
2/6/2024 Private Advisor Group LLC55,248$865K0.0%-11.3%0.191%
2/6/2024 Spire Wealth Management3,233$50K0.0%+33.9%0.011%
2/6/2024 Bellevue 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%
2/1/2024 Larson Financial Group LLC43,444$680K0.1%-5.6%0.150%
2/1/2024 Capital Investment Advisory Services LLC240,954$3.77M0.3%-0.8%0.834%
2/1/2024 Sigma Planning Corp40,293$631K0.0%-41.3%0.139%
1/26/2024 Geneos 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%
1/24/2024 International Assets Investment Management LLC341,740$5.35M0.0%N/A1.182%
1/23/2024RPg Family Wealth Advisory LLC20,450$320K0.1%N/A0.071%
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1/19/2024 AdvisorNet Financial Inc38,510$603K0.1%+5.3%0.133%
1/19/2024 Realta Investment Advisors25,330$396K0.1%-20.4%0.088%
1/16/2024 Raymond James Financial Services Advisors Inc.172,249$2.70M0.0%-2.1%0.596%
1/16/2024 Raymond James & Associates113,390$1.78M0.0%-7.3%0.392%
1/11/2024 Dynamic Advisor Solutions LLC14,651$229K0.0%-75.0%0.051%
1/10/2024 Cornerstone Wealth Management LLC57,911$906K0.1%-1.8%0.200%
12/6/2023Citigroup Inc.7,750$113K0.0%+287.5%0.027%
12/1/2023B. Riley Wealth Advisors Inc.16,379$239K0.0%N/A0.057%
11/16/2023Harbour Investments Inc.243,486$3.55M0.2%+1.3%0.843%
11/13/2023Jaffetilchin Investment Partners LLC61,043$891K0.1%-2.4%0.211%
11/13/2023LPL Financial LLC804,357$11.74M0.0%-19.1%2.783%
11/13/2023 Envestnet Portfolio Solutions Inc.20,409$298K0.0%N/A0.071%
11/13/2023Kestra Advisory Services LLC123,040$1.80M0.0%+4.6%0.426%
11/9/2023UBS Group AG220,080$3.21M0.0%-6.5%0.762%
11/8/2023 Janney Montgomery Scott LLC108,669$1.59M0.0%-1.4%0.376%
11/8/2023Atria Wealth Solutions Inc.63,348$925K0.0%-25.1%0.219%
11/7/2023Kingsview Wealth Management LLC13,597$198K0.0%N/A0.047%
11/7/2023 TrueWealth Advisors LLC111,787$1.63M0.7%+1.0%0.387%
11/6/2023 Sigma Planning Corp68,608$1.00M0.0%-2.6%0.237%
11/6/2023 L.M. Kohn & Company12,362$180K0.1%-14.4%0.043%
11/6/2023 Cottonwood Capital Advisors LLC94,571$1.38M1.3%-11.9%0.327%
11/4/2023 NBC Securities Inc.10,608$154K0.0%N/A0.037%
11/3/2023 Larson Financial Group LLC46,041$672K0.1%+18.2%0.159%
11/3/2023 Private Advisor Group LLC62,287$909K0.0%-3.8%0.216%
11/2/2023 Capital Investment Advisory Services LLC242,901$3.55M0.3%-3.6%0.840%
10/31/2023Endowment Wealth Management Inc.39,872$582K0.5%-6.8%0.138%
10/30/2023Freedom Wealth Alliance LLC23,495$343K0.6%+25.7%0.081%
10/24/2023 Raymond James Financial Services Advisors Inc.175,990$2.57M0.0%+2.1%0.609%
10/24/2023 Raymond James & Associates122,356$1.79M0.0%-0.8%0.423%
10/24/2023 Cambridge Investment Research Advisors Inc.110,885$1.62M0.0%-4.7%0.384%
10/23/2023Commonwealth Equity Services LLC299,558$4.37M0.0%+20.0%1.037%
10/20/2023 Coastal Investment Advisors Inc.31,830$463K0.1%-23.1%0.110%
10/13/2023 Cherry Creek Investment Advisors Inc.14,556$212K0.1%-64.0%0.050%
10/13/2023 Global Retirement Partners LLC8,636$123K0.0%-10.4%0.030%
10/13/2023 Arkadios Wealth Advisors10,958$160K0.0%N/A0.038%
10/12/2023 AdvisorNet Financial Inc36,566$534K0.0%+5.1%0.127%
10/11/2023 Geneos Wealth Management Inc.10,800$158K0.0%-8.7%0.037%
10/11/2023AE Wealth Management LLC45,706$667K0.0%-2.2%0.158%
10/11/2023 Dynamic Advisor Solutions LLC58,705$857K0.0%-16.4%0.203%
10/5/2023QP Wealth Management LLC11,616$170K0.3%-6.6%0.040%
9/12/2023Farther Finance Advisors LLC27,411$399K0.1%-16.4%0.095%
8/18/2023 Elevated Capital Advisors LLC76,109$1.11M0.4%-18.6%0.263%
8/11/2023Harvest Investment Services LLC117,207$1.71M1.0%-3.8%0.406%
8/11/2023Kestra Advisory Services LLC117,617$1.71M0.0%+1.2%0.407%
8/11/2023Flaharty Asset Management LLC1,477,590$21.51M3.7%+2.2%5.113%
8/10/2023GeoWealth Management LLC70,808$1.03M0.1%N/A0.245%
8/10/2023Commonwealth Equity Services LLC249,613$3.63M0.0%+6.6%0.864%
8/10/2023 Private Advisor Group LLC64,755$943K0.0%+13.9%0.224%
8/10/2023Cetera Advisor Networks LLC164,624$2.40M0.0%+17.7%0.570%
8/10/2023Cetera Investment Advisers21,382$311K0.0%+62.1%0.074%
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8/9/2023 Coastal Investment Advisors Inc.41,385$603K0.1%+30.0%0.143%
8/8/2023 Geneos Wealth Management Inc.11,830$172K0.0%+9.5%0.041%
8/8/2023 L.M. Kohn & Company14,450$210K0.1%+26.2%0.050%
8/7/2023Second Half Financial Partners LLC39,960$582K0.1%N/A0.138%
8/4/2023 Cottonwood Capital Advisors LLC107,307$1.56M1.4%-3.5%0.371%
8/4/2023U.S. Capital Wealth Advisors LLC18,857$275K0.0%-16.2%0.065%
8/4/2023IFP Advisors Inc28,143$546K0.0%-10.3%0.097%
8/3/2023Atria Wealth Solutions Inc.84,571$1.23M0.0%+56.6%0.293%
8/3/2023 Dynamic Advisor Solutions LLC70,198$1.02M0.1%-1.9%0.243%
8/3/2023 RFG Advisory LLC15,361$224K0.0%+5.6%0.053%
(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, 87 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 ($24.20M), LPL Financial LLC ($11.74M), Commonwealth Equity Services LLC ($6.62M), Cetera Advisor Networks LLC ($6.32M), Advisor Group Holdings Inc. ($4.97M), Capital Investment Advisory Services LLC ($3.82M), and Harbour Investments Inc. ($3.55M).Learn more on MDIV's institutional investors.

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

Of the 71 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 & Associates ($702.11K), Envestnet Asset Management Inc. ($594.31K), International Assets Investment Management LLC ($363.58K), Cetera Advisor Networks LLC ($314.30K), Flaharty Asset Management LLC ($262.50K), Commonwealth Equity Services LLC ($206.18K), and LPL Financial LLC ($197.39K).

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

Institutional investors have bought a total of 4,259,380 shares in the last 24 months. This purchase volume represents approximately $105.67M in transactions.

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

Of the 59 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 ($747.57K), Envestnet Asset Management Inc. ($563.74K), LPL Financial LLC ($292.51K), Trustmark National Bank Trust Department ($214.86K), Win Advisors Inc. ($164.73K), Janney Montgomery Scott LLC ($142.04K), and CX Institutional ($117.65K).

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

Institutional investors have sold a total of 3,136,596 shares in the last 24 months. This volume of shares sold represents approximately $82.25M in transactions.


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This page (NASDAQ:MDIV) was last updated on 5/9/2024 by MarketBeat.com Staff

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