FT Multi-Asset DiversMDIVETF
13F holders, Q3 2024 (September 30)96holders +2
9new positions
8sold out
1famous investor
$16.63avg. 13F price*
At the end of Q3 2024, 96 institutions reported holding FT Multi-Asset Divers Inc. (MDIV) in their 13F filings, up 2 from Q2 2024. 9 opened new positions and 8 sold out. The largest holders were Flaharty Asset Management, LLC ($22.9M), LPL Financial LLC ($16.2M) and Morgan Stanley ($13.3M). 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 (Q3 2024)
- CUSIP
- 33738R100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.3M |
| Exits | 8 | $991K |
All 13F filers, Q2 2024 → Q3 2024: 736,522 shares bought and 313,487 shares sold, net +423,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Flaharty Asset Management, LLC | 3.23% | Add +1.9% | 1,379,608 | $22.9M |
| LPL Financial LLC | 0.01% | Add +25.7% | 972,352 | $16.2M |
| Morgan Stanley | 0.00% | Add +4.8% | 801,604 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +21.9% | 613,694 | $10.2M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 538,739 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 485,684 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 351,148 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 322,973 | $5.4M |
| Harbour Investments, Inc. | 0.15% | Add +6.1% | 289,931 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.39% | Add +1.9% | 246,188 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.2% | 207,388 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.4% | 172,332 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +6.0% | 144,077 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -10.4% | 129,961 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.7% | 122,646 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.3% | 119,771 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.3% | 116,614 | $1.9M |
| Harvest Investment Services, LLC | 0.61% | Reduce -1.2% | 114,124 | $1.9M |
| Raymond James & Associates | 0.00% | Add +0.6% | 90,902 | $1.5M |
| UBS Group AG | 0.00% | Add +4.0% | 89,993 | $1.5M |
| Rockport Wealth LLC | 0.35% | Add +78.3% | 80,017 | $1.3M |
| Elevated Capital Advisors, LLC | 0.35% | Reduce -0.5% | 79,434 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +102.0% | 78,110 | $1.3M |
| TrueWealth Advisors, LLC | 0.42% | Reduce -0.4% | 75,788 | $1.3M |
| Cottonwood Capital Advisors, LLC | 0.89% | Reduce -19.0% | 72,615 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -0.4% | 69,973 | $1.2M |
| StoneX Group Inc. | 0.08% | Reduce -37.1% | 62,263 | $1.0M |
| TCFG Wealth Management, LLC | 0.51% | — | 61,256 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 59,051 | $982K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -3.0% | 58,819 | $978K |
| Private Advisor Group, LLC | 0.01% | Add +2.6% | 56,713 | $943K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +1.6% | 55,776 | $928K |
| Thrivent Financial for Lutherans | 0.00% | Add +14.4% | 55,292 | $920K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 55,166 | $917K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -10.3% | 47,541 | $791K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.1% | 44,080 | $739K |
| Larson Financial Group LLC | 0.04% | Reduce -3.9% | 42,835 | $712K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.3% | 38,985 | $648K |
| Authentikos Wealth Advisory, LLC | 0.59% | New | 36,925 | $614K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 34,742 | $579K |
| Citadel Advisors | 0.00% | Add +44.8% | 32,283 | $537K |
| Endowment Wealth Management, Inc. | 0.34% | Reduce -6.5% | 30,874 | $513K |
| Silver Oak Securities, Incorporated | 0.05% | New | 30,705 | $508K |
| Jones Financial Companies LLLP | 0.00% | Add +82.0% | 26,998 | $447K |
| IFP Advisors, Inc | 0.02% | Reduce -4.0% | 25,529 | $425K |
| Intrua Financial, LLC | 0.07% | No change | 25,495 | $424K |
| RPg Family Wealth Advisory, LLC | 0.11% | No change | 20,450 | $340K |
| Keystone Financial Group | 0.04% | New | 18,904 | $314K |
| Envestnet Asset Management Inc. | 0.00% | Add +39.6% | 18,538 | $308K |
| PSI Advisors, LLC | 0.09% | Add +18.2% | 18,114 | $301K |
| Comerica Bank | 0.00% | Add +0.2% | 17,500 | $291K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.4% | 16,756 | $279K |
| NewEdge Advisors, LLC | 0.00% | Add +7.9% | 16,723 | $278K |
| Aptus Capital Advisors, LLC | 0.00% | Add +58.7% | 16,527 | $275K |
| Proactive Wealth Strategies LLC | 0.14% | — | 15,400 | $256K |
| Apriem Advisors | 0.03% | Reduce -60.3% | 15,000 | $249K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.9% | 14,571 | $242K |
| Compound Planning, Inc. | 0.02% | Reduce -49.9% | 14,517 | $241K |
| Second Line Capital, LLC | 0.06% | New | 13,955 | $232K |
| L.M. Kohn & Company | 0.06% | New | 13,440 | $224K |
| Baird Financial Group, Inc. | 0.00% | No change | 12,750 | $212K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 12,448 | $204K |
| Lido Advisors, LLC | 0.00% | No change | 11,598 | $193K |
| Arbor Capital Management Inc. | 0.18% | Reduce -26.9% | 11,414 | $190K |
| Snowden Capital Advisors LLC | 0.01% | New | 11,143 | $185K |
| Cherry Creek Investment Advisors, Inc. | 0.10% | Add +1.4% | 11,109 | $185K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.8% | 7,778 | $129K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,815 | $63K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 3,633 | $60K |
| NFSG Corp | 0.02% | Reduce -2.7% | 3,334 | $55K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2,572 | $43K |
| Founders Financial Alliance, LLC | 0.01% | Add +1.1% | 2,532 | $42K |
| Lanark Financial, Inc. | 0.00% | Reduce -36.8% | 2,438 | $40K |
| Citigroup Inc. | 0.00% | No change | 2,000 | $33K |
| US Bancorp \de | 0.00% | No change | 1,800 | $30K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.6% | 1,737 | $29K |
| Realta Investment Advisors | 0.01% | Reduce -92.8% | 1,650 | $27K |
| GeoWealth Management, LLC | 0.00% | New | 1,604 | $27K |
| National Bank of Canada | 0.00% | No change | 1,543 | $26K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 1,000 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 800 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.8% | 655 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 608 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 553 | $9K |
| Bank of Montreal | 0.00% | No change | 400 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 393 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 312 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 215 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 106 | $2K |
| Crewe Advisors LLC | 0.00% | New | 100 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 30 | $499 |
| JPMorgan Chase & Co. | 0.00% | No change | 8 | $136 |
| Smartleaf Asset Management LLC | 0.00% | No change | 7 | $122 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.0% | 2 | $33 |
"% 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.