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

First Trust Multi-Asset Diversified Income Index Fund logo
$16.64 +0.05 (+0.30%)
Closing price 03:54 PM Eastern
Extended Trading
$16.61 -0.03 (-0.18%)
As of 04:10 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$42.93M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$16.50M
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Skip Chart & View Institutional Buying and Selling Data

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
5/13/2026 Cetera Investment Advisers278,673$4.51M0.0%-9.8%1.124%
5/5/2026 NFSG Corp1,849$30K0.0%-27.1%0.007%
5/5/2026 Sanctuary Advisors LLC10,785$174K0.0%N/A0.043%
5/5/2026 Sigma Planning Corp43,611$705K0.0%-1.6%0.176%
5/2/2026 International Assets Investment Management LLC27,691$448K0.0%-54.6%0.111%
5/1/2026 Fifth Third Bancorp12,130$196K0.0%N/A0.049%
4/30/2026 Kestra Advisory Services LLC132,134$2.14M0.0%+13.1%0.537%
4/27/2026 PFG Investments LLC10,735$174K0.0%N/A0.044%
4/27/2026 Private Advisor Group LLC27,633$447K0.0%-45.6%0.112%
4/24/2026 Tcfg Wealth Management LLC58,034$938K0.4%+1.3%0.236%
4/22/2026 Janney Montgomery Scott LLC48,256$780K0.0%-4.0%0.196%
4/17/2026 Cottonwood Capital Advisors LLC62,196$1.01M0.7%-6.8%0.253%
4/17/2026 Total Clarity Wealth Management Inc.117,910$1.91M0.4%+2.1%0.479%
4/16/2026 Freedom Financial Partners LLC37,499$606K0.2%+5.1%0.152%
3/17/2026Rockefeller Capital Management L.P.180,203$2.83M0.0%+13.1%0.722%
2/19/2026 TMB Capital Partners LLC41,819$657K0.2%N/A0.148%
2/17/2026 Cetera Investment Advisers308,842$4.86M0.0%-8.0%1.095%
2/17/2026Osaic Holdings Inc.170,098$2.67M0.0%+11.9%0.603%
2/17/2026Advisory Services Network LLC16,026$252K0.0%+30.4%0.057%
2/17/2026&PARTNERS66,859$1.05M0.0%-4.6%0.237%
2/17/2026Royal Bank of Canada409,695$6.44M0.0%+11.5%1.453%
2/16/2026 Aptus Capital Advisors LLC18,377$289K0.0%-9.8%0.065%
2/13/2026 Kestra Advisory Services LLC116,858$1.84M0.0%-3.7%0.414%
2/13/2026 Stifel Financial Corp582,651$9.16M0.0%+3.1%2.066%
2/13/2026 Wells Fargo & Company MN279,062$4.39M0.0%-12.1%0.990%
2/12/2026 Commonwealth Equity Services LLC411,449$6.47M0.0%-41.3%1.459%
2/12/2026StoneX Group Inc.10,145$159K0.0%-33.6%0.036%
2/12/2026 Great Valley Advisor Group Inc.12,305$193K0.0%N/A0.044%
2/11/2026 Janney Montgomery Scott LLC50,292$791K0.0%-4.3%0.178%
2/11/2026 LPL Financial LLC1,006,366$15.82M0.0%-22.1%3.569%
2/9/2026 Endowment Wealth Management Inc.49,868$784K0.4%+3.2%0.177%
2/9/2026 Wellington Shields & Co. LLC14,025$220K0.1%N/A0.050%
2/9/2026Harbour Investments Inc.418,547$6.58M0.1%+8.1%1.484%
2/9/2026 Prospera Financial Services Inc13,632$214K0.0%-17.9%0.048%
2/6/2026 Fortis Group Advisors LLC53,747$872K0.1%+21.1%0.191%
2/6/2026 Rockport Wealth LLC256,715$4.04M0.8%+5.7%0.910%
2/5/2026 Intrua Financial LLC34,989$550K0.1%+8.9%0.124%
2/5/2026 Cornerstone Wealth Management LLC56,694$891K0.0%-2.1%0.201%
2/4/2026 Ameritas Advisory Services LLC13,726$216K0.0%-38.7%0.049%
2/3/2026 International Assets Investment Management LLC60,973$958K0.1%+25.4%0.216%
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2/2/2026 Truist Financial Corp18,495$291K0.0%-7.6%0.066%
2/2/2026 Total Clarity Wealth Management Inc.115,486$1.82M0.4%+5.5%0.410%
1/30/2026 Sigma Planning Corp44,304$696K0.0%-10.6%0.157%
1/29/2026Comerica Bank12,436$195K0.0%+5.6%0.044%
1/29/2026 D.A. Davidson & CO.10,775$169K0.0%N/A0.038%
1/29/2026 Concurrent Investment Advisors LLC12,923$203K0.0%-19.8%0.046%
1/26/2026 Elevation Capital Advisory LLC174,590$2.75M1.1%N/A0.619%
1/21/2026 Capital Investment Advisory Services LLC168,535$2.65M0.2%-7.1%0.598%
1/15/2026 Jaffetilchin Investment Partners LLC39,274$617K0.0%-4.5%0.139%
1/8/2026 Wealth Enhancement Advisory Services LLC26,879$425K0.0%+35.5%0.095%
1/7/2026 TrueWealth Advisors LLC48,001$755K0.2%-11.5%0.170%
1/6/2026 Freedom Financial Partners LLC35,666$561K0.2%+2.6%0.126%
11/18/2025Advisory Services Network LLC12,293$197K0.0%+5.7%0.044%
11/17/2025Harvest Investment Services LLC110,026$1.77M0.4%+2.7%0.390%
11/17/2025Larson Financial Group LLC34,619$555K0.0%-6.0%0.123%
11/17/2025Bank of America Corp DE551,792$8.85M0.0%+3.9%1.957%
11/17/2025Ameriprise Financial Inc.1,497,367$24.02M0.0%-2.7%5.310%
11/14/2025Raymond James Financial Inc.236,956$3.80M0.0%-15.4%0.840%
11/12/2025 Total Clarity Wealth Management Inc.109,460$1.76M0.5%+92.7%0.388%
11/7/2025 Fortis Group Advisors LLC44,390$695K0.1%-13.1%0.157%
11/6/2025 Endowment Wealth Management Inc.48,319$775K0.4%+24.8%0.171%
11/6/2025 Prospera Financial Services Inc16,614$267K0.0%+7.1%0.059%
11/6/2025 Proactive Wealth Strategies LLC21,598$346K0.1%+40.2%0.077%
11/5/2025 Capital Investment Advisory Services LLC181,460$2.91M0.2%-9.7%0.643%
11/5/2025 Envestnet Asset Management Inc.42,588$683K0.0%-5.8%0.151%
11/4/2025Jones Financial Companies Lllp66,625$1.07M0.0%+15.9%0.236%
11/3/2025 Truist Financial Corp20,019$321K0.0%-14.1%0.071%
10/31/2025 International Assets Investment Management LLC48,605$773K0.1%+3.0%0.172%
10/31/2025 Rockport Wealth LLC242,979$3.90M0.8%+3.7%0.862%
10/29/2025 Intrua Financial LLC32,117$515K0.1%+26.0%0.114%
10/27/2025 Concurrent Investment Advisors LLC16,123$259K0.0%-58.6%0.057%
10/23/2025 Realta Investment Advisors2,425$39K0.0%N/A0.009%
10/22/2025 Commonwealth Equity Services LLC701,094$11.25M0.0%-0.3%2.486%
10/20/2025 Freedom Financial Partners LLC34,761$558K0.2%+2.7%0.123%
10/15/2025 TrueWealth Advisors LLC54,217$870K0.2%+1.6%0.192%
9/4/2025Osaic Holdings Inc.138,292$2.19M0.0%-5.8%0.490%
8/19/2025 Newbridge Financial Services Group Inc.2,536$40K0.0%-45.0%0.009%
8/18/2025Second Line Capital LLC17,898$283K0.1%-7.3%0.063%
8/15/2025 Freedom Financial Partners LLC33,832$535K0.2%-3.9%0.120%
8/15/2025Bank of America Corp DE530,942$8.39M0.0%-2.2%1.883%
8/15/2025Ameriprise Financial Inc.1,538,244$24.35M0.0%+147.0%5.455%
8/14/2025Raymond James Financial Inc.280,114$4.43M0.0%-0.5%0.993%
8/13/2025 Rockport Wealth LLC234,411$3.71M0.9%+4.0%0.831%
8/13/2025StoneX Group Inc.11,993$190K0.0%-32.2%0.043%
8/13/2025Baird Financial Group Inc.14,134$223K0.0%+17.8%0.050%
8/12/2025 Jaffetilchin Investment Partners LLC41,925$663K0.0%-2.6%0.149%
8/8/2025Rockefeller Capital Management L.P.151,455$2.40M0.0%+29.4%0.537%
8/8/2025 Cetera Investment Advisers269,657$4.26M0.0%+5.7%0.956%
8/8/2025 Flaharty Asset Management LLC1,611,174$25.47M5.2%+2.5%5.713%
8/6/2025 Prospera Financial Services Inc15,508$245K0.0%N/A0.055%
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8/5/2025 Sigma Planning Corp50,786$803K0.0%-31.0%0.180%
8/4/2025 Arbor Capital Management Inc. ADV16,008$255K0.2%+18.4%0.057%
8/1/2025 Envestnet 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%
7/28/2025Harbour 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%


MDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 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 ($25.47M), Ameriprise Financial Inc. ($24.02M), LPL Financial LLC ($15.82M), Stifel Financial Corp ($9.16M), Bank of America Corp DE ($8.85M), Harbour Investments Inc. ($6.58M), and Commonwealth Equity Services LLC ($6.47M).Learn more on First Trust Multi-Asset Diversified Income Index Fund's institutional investors.

Of the 71 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: Ameriprise Financial Inc. ($1.04M), Jones Financial Companies Lllp ($670.23K), Raymond James Financial Inc. ($607.37K), Elevation Capital Advisory LLC ($367.82K), Flaharty Asset Management LLC ($254.98K), Cetera Investment Advisers ($252.77K), and LPL Financial LLC ($215.77K).

Institutional investors have bought a total of 2,688,938 shares in the last 24 months. This purchase volume represents approximately $42.93M in transactions.

Of the 36 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: Commonwealth Equity Services LLC ($291.50K), LPL Financial LLC ($285.41K), Cetera Investment Advisers ($56.90K), Raymond James Financial Inc. ($44.54K), Ameriprise Financial Inc. ($40.88K), Wells Fargo & Company MN ($38.28K), and International Assets Investment Management LLC ($33.28K).

Institutional investors have sold a total of 1,042,442 shares in the last 24 months. This volume of shares sold represents approximately $16.50M in transactions.


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This page (NASDAQ:MDIV) was last updated on 5/14/2026 by MarketBeat.com Staff.
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