Who owns First Tr Exchange Traded Fd multi asset di?
- Ticker: MDIV
- CUSIP Number: 33738R100
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchange Traded Fd multi asset di with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Exchange Traded Fd multi asset di stock
Who bought or sold First Tr Exchange Traded Fd multi asset di this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Flaharty Asset Management | 1.5M | $24M | 7% | Dec 2024 |
|
| LPL Financial | 1.1M | $18M | 12% | Dec 2024 |
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| Morgan Stanley | 845k | $14M | 5% | Dec 2024 |
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| Commonwealth Equity Services | 686k | $11M | 12% | Dec 2024 |
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| Ameriprise Financial | 609k | $9.8M | 25% | Dec 2024 |
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| Bank of America Corporation | 543k | $8.8M | 1% | Dec 2024 |
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| Wells Fargo & Company | 366k | $5.9M | 4% | Dec 2024 |
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| Royal Bank of Canada | 317k | $5.1M | -2% | Dec 2024 |
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| Harbour Investments | 307k | $5.0M | 6% | Dec 2024 |
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| Raymond James Financial | 304k | $4.9M | 100% | Dec 2024 |
|
| Capital Investment Advisory Services | 230k | $3.7M | -7% | Dec 2024 |
|
| Cetera Investment Advisers | 223k | $3.6M | 8% | Dec 2024 |
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| Cambridge Investment Research Advisors | 167k | $2.7M | 36% | Dec 2024 |
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| Advisor Group Holdings | 134k | $2.2M | -7% | Dec 2024 |
|
| Kestra Advisory Services | 129k | $2.1M | 10% | Dec 2024 |
|
| Harvest Investment Services | 101k | $1.6M | -11% | Dec 2024 |
|
| Rockport Wealth | 94k | $1.5M | 17% | Dec 2024 |
|
| UBS Group | 84k | $1.4M | -6% | Dec 2024 |
|
| Elevated Capital Advisors | 79k | $1.3M | -1% | Dec 2024 |
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| Wedbush Morgan Securities | 78k | $1.3M | -1% | Dec 2024 |
|
| Sigma Planning | 72k | $1.2M | 2% | Dec 2024 |
|
| Cottonwood Capital Advisors | 69k | $1.1M | -4% | Dec 2024 |
|
| TrueWealth Advisors | 68k | $1.1M | -6% | Mar 2025 |
|
| Tcfg Wealth Management | 61k | $989k | 0% | Dec 2024 |
|
| Stifel Financial | 60k | $960k | 1% | Dec 2024 |
|
| Janney Montgomery Scott | 59k | $959k | -62% | Mar 2025 |
|
| Cornerstone Wealth Management | 57k | $915k | 2% | Dec 2024 |
|
| Private Advisor | 56k | $899k | -2% | Dec 2024 |
|
| Ameritas Advisory Services | 51k | $820k | -61% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 46k | $742k | -17% | Dec 2024 |
|
| Rockefeller Capital Management | 44k | $716k | -20% | Dec 2024 |
|
| Sanctuary Advisors | 44k | $729k | 0% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 43k | $699k | -26% | Dec 2024 |
|
| Larson Financial Group | 42k | $684k | -1% | Dec 2024 |
|
| Jones Financial Companies, L.L | 38k | $617k | 42% | Dec 2024 |
|
| Authentikos Wealth Advisory | 37k | $596k | 0% | Dec 2024 |
|
| Independent Advisor Alliance | 37k | $594k | 100% | Dec 2024 |
|
| HighTower Advisors | 35k | $570k | 2% | Dec 2024 |
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| Freedom Financial Partners | 35k | $576k | 100% | Mar 2025 |
|
| Endowment Wealth Management | 33k | $537k | 8% | Dec 2024 |
|
| Atria Wealth Solutions | 26k | $426k | -45% | Dec 2024 |
|
| Aptus Capital Advisors | 22k | $353k | 32% | Dec 2024 |
|
| IFP Advisors | 22k | $352k | -15% | Dec 2024 |
|
| Susquehanna International | 21k | $343k | 100% | Dec 2024 |
|
| RPg Family Wealth Advisory | 21k | $330k | 0% | Dec 2024 |
|
| Envestnet Asset Management | 20k | $326k | 9% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 20k | $322k | -6% | Mar 2025 |
|
| Second Line Capital | 19k | $312k | 38% | Dec 2024 |
|
| Intl Fcstone | 19k | $303k | -70% | Dec 2024 |
|
| PSI Advisors | 18k | $296k | 1% | Dec 2024 |
|
| Keystone Financial Group | 18k | $296k | -3% | Dec 2024 |
|
| International Assets Investment Management | 18k | $291k | 100% | Dec 2024 |
|
| Brian McDonald | 18k | $283k | 0% | Dec 2024 |
|
| Citadel Advisors | 17k | $276k | -47% | Dec 2024 |
|
| Stratos Wealth Partners | 17k | $275k | 2% | Dec 2024 |
|
| Farther Finance Advisors | 17k | $277k | 56% | Mar 2025 |
|
| Goss Wealth Management | 17k | $270k | 0% | Dec 2024 |
|
| Proactive Wealth Strategies | 15k | $249k | 0% | Dec 2024 |
|
| L.m. Kohn & Company | 13k | $217k | 0% | Dec 2024 |
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| Baird Financial | 13k | $216k | 5% | Dec 2024 |
|
| Arbor Capital Management | 13k | $214k | 14% | Dec 2024 |
|
| Kraft, Davis & Associates | 12k | $204k | 0% | Dec 2024 |
|
| Snowden Capital Advisors | 11k | $181k | 1% | Dec 2024 |
|
| ORG Partners | 11k | $178k | 100% | Dec 2024 |
|
| Advisory Services Network | 11k | $170k | 100% | Dec 2024 |
|
| Bessemer | 9.1k | $148k | 100% | Dec 2024 |
|
| Global Retirement Partners | 7.8k | $126k | 0% | Dec 2024 |
|
| Icon Wealth Advisors | 7.7k | $125k | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 7.0k | $113k | 100% | Dec 2024 |
|
| Newbridge Financial Services Group | 4.6k | $74k | 37% | Dec 2024 |
|
| EPG Wealth Management | 3.7k | $60k | 2% | Dec 2024 |
|
| GPS Wealth Strategies Group | 3.0k | $49k | 100% | Mar 2025 |
|
| AE Wealth Management | 2.8k | $46k | 100% | Dec 2024 |
|
| Guardian Wealth Advisors, Llc / Nc | 2.6k | $42k | 0% | Dec 2024 |
|
| Founders Financial Alliance | 2.6k | $41k | 1% | Dec 2024 |
|
| Geneos Wealth Management | 2.5k | $41k | -34% | Dec 2024 |
|
| Nbc Securities | 2.4k | $39k | 121800% | Mar 2025 |
|
| Citigroup | 2.0k | $32k | 0% | Dec 2024 |
|
| Us Bancorp | 1.8k | $29k | 0% | Dec 2024 |
|
| Bellevue Asset Management | 1.7k | $28k | 1% | Dec 2024 |
|
| GeoWealth Management | 1.7k | $28k | 6% | Dec 2024 |
|
| National Bank Of Canada /fi/ | 1.5k | $25k | 0% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 1.4k | $23k | 100% | Mar 2025 |
|
| Pinnacle Bank | 1.0k | $16k | 0% | Dec 2024 |
|
| CX Institutional | 853.00 | $14k | 100% | Mar 2025 |
|
| Richard W. Paul & Associates | 853.00 | $14k | 100% | Dec 2024 |
|
| CoreCap Advisors | 800.00 | $13k | 0% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 740.00 | $12k | 100% | Dec 2024 |
|
| Pnc Financial Services | 655.00 | $11k | 0% | Dec 2024 |
|
| Proequities | 608.00 | $10M | 0% | Dec 2024 |
|
| Bank Of Montreal | 400.00 | $6.5k | 0% | Dec 2024 |
|
| Principal Securities | 393.00 | $6.3k | 0% | Dec 2024 |
|
| Cornerstone Planning Group | 317.00 | $5.2k | 2% | Dec 2024 |
|
| Park Square Financial Group | 278.00 | $4.5k | 100% | Dec 2024 |
|
| Stephens Consulting | 200.00 | $3.3k | 0% | Mar 2025 |
|
| Transce3nd | 163.00 | $2.6k | 100% | Dec 2024 |
|
| Sound Income Strategies | 106.00 | $1.7k | 0% | Dec 2024 |
|
| CWM | 100.00 | $2.0k | 100% | Dec 2024 |
|
| Synergy Investment Management | 94.00 | $1.5k | 100% | Dec 2024 |
|
| DHJJ Financial Advisors | 30.00 | $485.001000 | 0% | Dec 2024 |
|
| Jpmorgan Chase & Co | 8.00 | $0 | 0% | Dec 2024 |
|
| Smartleaf Asset Management | 7.00 | $117.999700 | 0% | Dec 2024 |
|
| FMR | 1.00 | $16.000000 | 100% | Dec 2024 |
|
Who sold out of First Tr Exchange Traded Fd multi asset di?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Silver Oak Securities | Sep 2024 | 31k | $509k |
| Iwamoto Kong & Co | Sep 2024 | 15k | $250k |
| Atomi Financial Group | Sep 2024 | 15k | $241k |
| Lido Advisors | Sep 2024 | 12k | $193k |
| Cherry Creek Investment Advisors | Sep 2024 | 11k | $185k |
| Coastal Investment Advisors | Sep 2024 | 1.7k | $28k |
| Beacon Capital Management | Sep 2024 | 553.00 | $9.2k |
| Oakworth Capital | Sep 2024 | 215.00 | $3.6k |
| AlphaMark Advisors | Sep 2024 | 200.00 | $3.0k |
| Crewe Advisors | Sep 2024 | 100.00 | $1.7k |
| Tower Research Capital | Sep 2024 | 2.00 | $33.000000 |