FT Multi-Asset DiversMDIVETF

13F holders, Q1 2024 (March 31)
99holders
1famous investor
$15.79avg. 13F price*

At the end of Q1 2024, 99 institutions reported holding FT Multi-Asset Divers Inc. (MDIV) in their 13F filings. The largest holders were Flaharty Asset Management, LLC ($21.0M), Morgan Stanley ($19.6M) and LPL Financial LLC ($11.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Multi-Asset Divers Inc.
Filed as
FIRST TR EXCHANGE-TRADED FD (Q1 2024)
CUSIP
33738R100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 99Q1 2024Q2 2024: 94Q2 2024Q3 2024: 96Q3 2024Q4 2024: 103Q4 2024Q1 2025: 104Q1 2025Q2 2025: 101Q2 2025Q3 2025: 91Q3 2025Q4 2025: 94Q4 2025Q1 2026: 95Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$3.0M
Exits8$11.9M

Ownership 99 holders

Flaharty Asset Management, LLC 3.12% Reduce -14.0% 1,330,464 $21.0M
Morgan Stanley 0.00% Add +54.4% 1,242,455 $19.6M
LPL Financial LLC 0.01% Reduce -2.3% 752,310 $11.9M
Ameriprise Financial Inc. 0.00% Reduce -38.3% 609,460 $9.7M
Bank of America Corp. 0.00% Add +3.1% 455,846 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +30.3% 419,134 $6.6M
Royal Bank of Canada 0.00% Add +18.7% 353,727 $5.6M
Wells Fargo & Company 0.00% Add +6.7% 340,460 $5.4M
Harbour Investments, Inc. 0.15% Add +4.5% 270,816 $4.3M
Capital Investment Advisory Services, LLC 0.41% Add +0.5% 242,032 $3.8M
Cetera Investment Advisers 0.01% Add +967.7% 210,183 $3.3M
StoneX Group Inc. 0.27% Reduce -6.1% 186,913 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -9.2% 177,253 $2.8M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.7% 160,768 $2.5M
Ameritas Advisory Services, LLC 0.10% Add +358.3% 155,415 $2.4M
Kestra Advisory Services, LLC 0.01% Add +18.3% 121,108 $1.9M
Harvest Investment Services, LLC 0.74% Reduce -0.4% 117,202 $1.9M
Raymond James & Associates 0.00% Reduce -1.4% 111,750 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.6% 104,938 $1.7M
Susquehanna International Group, LLP 0.00% Add +62.5% 101,389 $1.6M
UBS Group AG 0.00% Reduce -57.4% 101,123 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -6.5% 94,998 $1.5M
Cottonwood Capital Advisors, LLC 1.11% Reduce -2.0% 91,316 $1.4M
Citadel Advisors 0.00% Add +451.5% 81,651 $1.3M
TrueWealth Advisors, LLC 0.49% Reduce -19.4% 80,968 $1.3M
Elevated Capital Advisors, LLC 0.36% Add +5.2% 79,952 $1.3M
Sigma Planning Corp 0.04% Add +77.4% 71,472 $1.1M
Jaffetilchin Investment Partners, LLC 0.09% Add +1.6% 63,431 $1.0M
Stifel Financial Corp. 0.00% Add +2.4% 62,489 $987K
Rockefeller Capital Management L.P. 0.00% Reduce -0.5% 60,267 $952K
Cornerstone Wealth Management, LLC 0.07% Reduce -3.3% 56,014 $884K
Atria Wealth Solutions, Inc. 0.01% Reduce -3.3% 55,543 $877K
Apriem Advisors 0.10% New 52,178 $824K
Private Advisor Group, LLC 0.01% Reduce -9.5% 50,018 $790K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.1% 49,276 $778K
Jane Street Group, LLC 0.00% New 45,755 $722K
Larson Financial Group LLC 0.05% Reduce -0.8% 43,084 $680K
Rockport Wealth LLC 0.44% — 42,149 $666K
Authentikos Wealth Advisory, LLC 0.63% No change 39,960 $631K
Thrivent Financial for Lutherans 0.00% New 38,790 $612K
HighTower Advisors, LLC 0.00% Reduce -9.6% 38,359 $607K
Endowment Wealth Management, Inc. 0.41% Reduce -5.8% 34,338 $542K
Wedbush Securities Inc. 0.02% Add +16.2% 31,497 $497K
Compound Planning, Inc. 0.04% Add +0.7% 28,961 $457K
Realta Investment Advisors 0.09% Add +13.3% 28,700 $453K
IFP Advisors, Inc 0.02% Reduce -3.3% 26,601 $420K
Intrua Financial, LLC 0.06% Add +9.8% 25,795 $407K
Goldman Sachs Group Inc. 0.00% New 24,140 $381K
RPg Family Wealth Advisory, LLC 0.10% No change 20,450 $323K
International Assets Investment Management, LLC 0.03% Reduce -13.5% 18,881 $298K
Keystone Financial Group 0.04% Reduce -0.2% 18,879 $298K
NFSG Corp 0.12% Reduce -41.1% 17,446 $275K
Stratos Wealth Partners, LTD. 0.00% Add +1.5% 17,300 $273K
Comerica Bank 0.00% Add +0.1% 17,152 $271K
NewEdge Advisors, LLC 0.00% Add +0.5% 15,705 $248K
Farther Finance Advisors, LLC 0.01% Add +144.0% 15,604 $247K
B. Riley Wealth Advisors, Inc. 0.01% Add +29.0% 16,379 $239K
PSI Advisors, LLC 0.09% Add +13.7% 15,077 $238K
Arbor Capital Management Inc. 0.23% Reduce -8.6% 14,993 $238K
HRT Financial LP 0.00% New 14,669 $231K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.4% 14,005 $221K
Baird Financial Group, Inc. 0.00% No change 13,050 $206K
Diversified, LLC 0.03% New 12,941 $204K
Cherry Creek Investment Advisors, Inc. 0.11% Reduce -14.2% 12,687 $200K
Envestnet Asset Management Inc. 0.00% Reduce -8.9% 11,816 $187K
Lido Advisors, LLC 0.00% Reduce -79.9% 11,598 $183K
L.M. Kohn & Company 0.05% Reduce -25.6% 10,750 $170K
Jones Financial Companies LLLP 0.00% Add +754.9% 9,370 $148K
Global Retirement Partners, LLC 0.00% Reduce -6.5% 7,778 $123K
Aptus Capital Advisors, LLC 0.00% Add +168.8% 6,914 $109K
EPG Wealth Management LLC 0.02% Add +1.3% 5,281 $83K
Lanark Financial, Inc. 0.01% Reduce -60.0% 4,178 $65K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 3,800 $60K
Spire Wealth Management 0.00% No change 3,233 $51K
Guardian Wealth Advisors, LLC / NC 0.01% No change 2,572 $41K
Geneos Wealth Management Inc. 0.00% Reduce -54.5% 2,500 $39K
Founders Financial Alliance, LLC 0.01% Add +1.6% 2,477 $39K
Citigroup Inc. 0.00% No change 2,000 $32K
US Bancorp \de 0.00% No change 1,800 $28K
Bellevue Asset Management, LLC 0.02% Add +0.6% 1,713 $27K
National Bank of Canada 0.00% No change 1,543 $24K
Indiana Trust & Investment Management Co 0.01% New 1,165 $18K
Pinnacle Bancorp, Inc. 0.00% No change 1,000 $16K
Benjamin F. Edwards & Company, Inc. 0.00% No change 922 $15K
ICA Group Wealth Management, LLC 0.00% Reduce -17.2% 897 $14K
CoreCap Advisors, LLC 0.00% New 800 $13K
Concourse Financial Group Securities, Inc. 0.00% No change 608 $10K
Beacon Capital Management, LLC 0.00% Add +4.3% 540 $9K
Castleview Partners, LLC 0.00% No change 441 $7K
Bank of Montreal 0.00% No change 400 $6K
Principal Securities, Inc. 0.00% No change 397 $6K
Oakworth Capital, Inc. 0.00% No change 215 $3K
Stephens Consulting, LLC 0.00% No change 200 $3K
AlphaMark Advisors, LLC 0.00% No change 200 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 116 $2K
Tower Research Capital LLC (TRC) 0.00% Add +214.3% 88 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 30 $474
Smartleaf Asset Management LLC 0.00% Reduce -94.8% 11 $186
JPMorgan Chase & Co. 0.00% Reduce -50.0% 8 $126

"% of holder's portfolio" is MDIV's weight in each manager's 13F, not the share of FT Multi-Asset Divers Inc. the manager owns.