FT Multi-Asset DiversMDIVETF

13F holders, Q4 2024 (December 31)
103holders +7
13new positions
11sold out
1famous investor
$16.15avg. 13F price*

At the end of Q4 2024, 103 institutions reported holding FT Multi-Asset Divers Inc. (MDIV) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 11 sold out. The largest holders were Flaharty Asset Management, LLC ($23.7M), LPL Financial LLC ($17.6M) and Morgan Stanley ($13.6M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$2.0M
Exits11$1.4M

All 13F filers, Q3 2024 → Q4 2024: 770,196 shares bought and 359,199 shares sold, net +410,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

Flaharty Asset Management, LLC 3.47% Add +6.6% 1,470,106 $23.7M
LPL Financial LLC 0.01% Add +11.8% 1,086,964 $17.6M
Morgan Stanley 0.00% Add +5.4% 844,778 $13.6M
Commonwealth Equity Services, LLC 0.02% Add +11.8% 686,444 $11.1M
Ameriprise Financial Inc. 0.00% Add +25.4% 609,196 $9.8M
Bank of America Corp. 0.00% Add +0.8% 543,339 $8.8M
Wells Fargo & Company 0.00% Add +4.3% 366,410 $5.9M
Royal Bank of Canada 0.00% Reduce -1.8% 317,222 $5.1M
Harbour Investments, Inc. 0.14% Add +5.7% 306,503 $5.0M
Raymond James Financial Inc. 0.00% — 303,686 $4.9M
Capital Investment Advisory Services, LLC 0.36% Reduce -6.8% 229,564 $3.7M
Cetera Investment Advisers 0.01% Add +7.6% 223,091 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +36.1% 166,882 $2.7M
Osaic Holdings, Inc. 0.01% Add +7.3% 154,632 $2.5M
Janney Montgomery Scott LLC 0.01% Add +28.2% 153,519 $2.5M
Kestra Advisory Services, LLC 0.01% Add +10.3% 128,659 $2.1M
Harvest Investment Services, LLC 0.40% Reduce -11.4% 101,059 $1.6M
Rockport Wealth LLC 0.67% Add +16.8% 93,481 $1.5M
UBS Group AG 0.00% Reduce -6.3% 84,365 $1.4M
Elevated Capital Advisors, LLC 0.35% Reduce -0.7% 78,863 $1.3M
Wedbush Securities Inc. 0.04% Reduce -0.8% 77,485 $1.3M
TrueWealth Advisors, LLC 0.39% Reduce -5.6% 71,537 $1.2M
Sigma Planning Corp 0.04% Add +2.1% 71,478 $1.2M
Cottonwood Capital Advisors, LLC 0.80% Reduce -4.5% 69,353 $1.1M
TCFG Wealth Management, LLC 0.50% No change 61,256 $989K
Stifel Financial Corp. 0.00% Add +0.7% 59,462 $960K
Cornerstone Wealth Management, LLC 0.06% Add +1.6% 56,648 $915K
Private Advisor Group, LLC 0.01% Reduce -1.9% 55,639 $899K
Ameritas Advisory Services, LLC 0.03% Reduce -60.9% 50,760 $820K
Thrivent Financial for Lutherans 0.00% Reduce -16.9% 45,947 $742K
Sanctuary Advisors, LLC 0.00% Add +0.0% 44,092 $729K
Rockefeller Capital Management L.P. 0.00% Reduce -19.6% 44,338 $716K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -26.4% 43,295 $699K
Larson Financial Group LLC 0.04% Reduce -1.2% 42,335 $684K
Jones Financial Companies LLLP 0.00% Add +41.6% 38,229 $617K
Authentikos Wealth Advisory, LLC 0.59% No change 36,925 $596K
Independent Advisor Alliance 0.01% New 36,764 $594K
HighTower Advisors, LLC 0.00% Add +1.6% 35,310 $570K
Freedom Financial Partners LLC 0.27% — 35,132 $567K
Endowment Wealth Management, Inc. 0.36% Add +7.7% 33,245 $537K
Atria Wealth Solutions, Inc. 0.00% Reduce -44.5% 26,363 $426K
Intrua Financial, LLC 0.07% No change 25,495 $412K
Aptus Capital Advisors, LLC 0.00% Add +32.4% 21,877 $353K
IFP Advisors, Inc 0.01% Reduce -14.5% 21,819 $352K
Susquehanna International Group, LLP 0.00% New 21,266 $343K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -46.2% 20,959 $338K
RPg Family Wealth Advisory, LLC 0.12% No change 20,450 $330K
Envestnet Asset Management Inc. 0.00% Add +8.8% 20,171 $326K
Second Line Capital, LLC 0.08% Add +38.3% 19,305 $312K
StoneX Group Inc. 0.02% Reduce -69.9% 18,747 $303K
PSI Advisors, LLC 0.09% Add +1.2% 18,339 $296K
Keystone Financial Group 0.03% Reduce -3.0% 18,331 $296K
International Assets Investment Management, LLC 0.02% New 17,932 $291K
Comerica Bank 0.00% No change 17,500 $283K
Citadel Advisors 0.00% Reduce -47.1% 17,062 $276K
Stratos Wealth Partners, LTD. 0.00% Add +1.6% 17,027 $275K
NewEdge Advisors, LLC 0.00% No change 16,723 $270K
Proactive Wealth Strategies LLC 0.13% No change 15,400 $249K
L.M. Kohn & Company 0.06% No change 13,440 $217K
Baird Financial Group, Inc. 0.00% Add +4.7% 13,350 $216K
Arbor Capital Management Inc. 0.21% Add +14.2% 13,029 $214K
Kraft, Davis & Associates, LLC 0.06% No change 12,448 $204K
Snowden Capital Advisors LLC 0.01% Add +0.8% 11,234 $181K
ORG Partners LLC 0.02% New 11,000 $178K
Farther Finance Advisors, LLC 0.01% Reduce -25.9% 10,794 $174K
Advisory Services Network, LLC 0.00% New 10,546 $170K
Huntleigh Advisors, Inc. 0.04% — 10,108 $163K
Bessemer Group Inc. 0.00% New 9,140 $148K
Global Retirement Partners, LLC 0.00% No change 7,778 $126K
Icon Wealth Advisors, LLC 0.01% New 7,742 $125K
MAI Capital Management 0.00% New 7,002 $113K
NFSG Corp 0.02% Add +36.8% 4,562 $74K
EPG Wealth Management LLC 0.02% Add +1.6% 3,691 $60K
AE Wealth Management LLC 0.00% New 2,848 $46K
Guardian Wealth Advisors, LLC / NC 0.00% No change 2,572 $42K
Founders Financial Alliance, LLC 0.01% Add +1.1% 2,561 $41K
Geneos Wealth Management Inc. 0.00% Reduce -34.1% 2,515 $41K
Citigroup Inc. 0.00% No change 2,000 $32K
US Bancorp \de 0.00% No change 1,800 $29K
Bellevue Asset Management, LLC 0.01% Add +0.6% 1,747 $28K
GeoWealth Management, LLC 0.00% Add +6.0% 1,700 $27K
National Bank of Canada 0.00% No change 1,543 $25K
Pinnacle Bancorp, Inc. 0.01% No change 1,000 $16K
Richard W. Paul & Associates, LLC 0.01% New 853 $14K
CoreCap Advisors, LLC 0.00% No change 800 $13K
Northwestern Mutual Wealth Management Co. 0.00% New 740 $12K
PNC Financial Services Group, Inc. 0.00% No change 655 $11K
Concourse Financial Group Securities, Inc. 0.00% No change 608 $10K
Bank of Montreal 0.00% No change 400 $6K
Principal Securities, Inc. 0.00% No change 393 $6K
Cornerstone Planning Group LLC 0.00% Add +1.6% 317 $5K
Millstone Evans Group, LLC 0.00% — 310 $5K
Park Square Financial Group, LLC 0.00% — 278 $4K
Stephens Consulting, LLC 0.00% No change 200 $3K
Transce3nd, LLC 0.00% — 163 $3K
Cwm, LLC 0.00% New 100 $2K
Sound Income Strategies, LLC 0.00% No change 106 $2K
Synergy Investment Management, LLC 0.00% — 94 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 30 $485
JPMorgan Chase & Co. 0.00% No change 8 $131

"% 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.

Show all 103 holders