FT Multi-Asset DiversMDIVETF

13F holders, Q1 2025 (March 31)
104holders +1
13new positions
10sold out
1famous investor
$16.35avg. 13F price*

At the end of Q1 2025, 104 institutions reported holding FT Multi-Asset Divers Inc. (MDIV) in their 13F filings, up 1 from Q4 2024. 13 opened new positions and 10 sold out. The largest holders were Flaharty Asset Management, LLC ($25.7M), LPL Financial LLC ($19.4M) and Morgan Stanley ($14.1M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$5.1M
Exits10$2.0M

All 13F filers, Q4 2024 → Q1 2025: 1,012,594 shares bought and 383,830 shares sold, net +628,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 104 holders

Flaharty Asset Management, LLC 3.71% Add +6.9% 1,571,532 $25.7M
LPL Financial LLC 0.01% Add +9.3% 1,188,126 $19.4M
Morgan Stanley 0.00% Add +1.8% 860,279 $14.1M
Commonwealth Equity Services, LLC 0.02% Add +3.8% 712,723 $11.7M
Ameriprise Financial Inc. 0.00% Add +2.2% 622,649 $10.2M
Bank of America Corp. 0.00% Reduce -0.1% 542,625 $8.9M
Wells Fargo & Company 0.00% Add +16.1% 425,262 $7.0M
Royal Bank of Canada 0.00% Add +4.3% 330,822 $5.4M
Harbour Investments, Inc. 0.15% Add +4.1% 318,997 $5.2M
Raymond James Financial Inc. 0.00% Reduce -7.3% 281,492 $4.6M
Cetera Investment Advisers 0.01% Add +14.3% 255,021 $4.2M
Rockport Wealth LLC 1.30% Add +141.2% 225,493 $3.7M
Capital Investment Advisory Services, LLC 0.32% Reduce -4.8% 218,529 $3.6M
Elevation Capital Advisory, LLC 1.38% New 193,227 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.7% 173,028 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -5.0% 146,819 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -3.9% 123,673 $2.0M
Rockefeller Capital Management L.P. 0.00% Add +164.0% 117,068 $1.9M
Harvest Investment Services, LLC 0.48% Add +4.1% 105,172 $1.7M
Wedbush Securities Inc. 0.05% Add +6.4% 82,418 $1.3M
UBS Group AG 0.00% Reduce -11.3% 74,832 $1.2M
Sigma Planning Corp 0.04% Add +3.0% 73,645 $1.2M
Elevated Capital Advisors, LLC 0.33% Reduce -8.3% 72,300 $1.2M
TrueWealth Advisors, LLC 0.36% Reduce -5.6% 67,542 $1.1M
Cottonwood Capital Advisors, LLC 0.80% Reduce -4.0% 66,602 $1.1M
TCFG Wealth Management, LLC 0.51% Reduce -0.1% 61,226 $1.0M
Stifel Financial Corp. 0.00% Add +2.3% 60,853 $995K
Envestnet Asset Management Inc. 0.00% Add +195.3% 59,555 $974K
Janney Montgomery Scott LLC 0.00% Reduce -61.8% 58,625 $959K
Cornerstone Wealth Management, LLC 0.06% Add +0.9% 57,169 $935K
Private Advisor Group, LLC 0.01% Add +1.2% 56,306 $921K
Jones Financial Companies LLLP 0.00% Add +35.4% 51,756 $844K
Citadel Advisors 0.00% Add +157.3% 43,899 $718K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -0.5% 43,065 $704K
Larson Financial Group LLC 0.03% Reduce -11.8% 37,335 $611K
HighTower Advisors, LLC 0.00% Add +2.4% 36,149 $591K
Freedom Financial Partners LLC 0.27% Add +0.2% 35,196 $576K
Endowment Wealth Management, Inc. 0.37% Add +5.3% 34,997 $572K
Concurrent Investment Advisors, LLC 0.01% New 32,598 $533K
Truist Financial Corp. 0.00% New 29,653 $485K
Cherry Creek Investment Advisors, Inc. 0.24% New 27,714 $453K
Atria Wealth Solutions, Inc. 0.01% Add +0.5% 26,488 $433K
Intrua Financial, LLC 0.07% No change 25,495 $417K
International Assets Investment Management, LLC 0.03% Add +29.8% 23,278 $381K
Ameritas Advisory Services, LLC 0.01% Reduce -54.8% 22,940 $371K
PSI Advisors, LLC 0.12% Add +21.4% 22,255 $364K
Aptus Capital Advisors, LLC 0.00% No change 21,877 $358K
IFP Advisors, Inc 0.01% No change 21,819 $357K
RPg Family Wealth Advisory, LLC 0.10% No change 20,450 $334K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.1% 19,689 $322K
Second Line Capital, LLC 0.08% No change 19,305 $316K
StoneX Group Inc. 0.02% Reduce -5.7% 17,680 $289K
Keystone Financial Group 0.03% Reduce -4.5% 17,511 $286K
Farther Finance Advisors, LLC 0.01% Add +56.4% 16,877 $277K
NewEdge Advisors, LLC 0.00% Reduce -0.1% 16,715 $273K
Sanctuary Advisors, LLC 0.00% Reduce -64.6% 15,592 $255K
Proactive Wealth Strategies LLC 0.13% No change 15,400 $252K
Stratos Wealth Partners, LTD. 0.00% Reduce -10.3% 15,268 $250K
Arbor Capital Management Inc. 0.21% Add +3.7% 13,516 $221K
L.M. Kohn & Company 0.06% No change 13,440 $220K
Susquehanna International Group, LLP 0.00% Reduce -42.5% 12,228 $200K
Baird Financial Group, Inc. 0.00% Reduce -10.1% 12,000 $196K
Snowden Capital Advisors LLC 0.01% Add +5.1% 11,804 $193K
Comerica Bank 0.00% Reduce -34.9% 11,394 $186K
Advisory Services Network, LLC 0.00% Add +3.9% 10,955 $179K
Moloney Securities Asset Management, LLC 0.02% New 10,267 $168K
IFG Advisory, LLC 0.01% New 10,172 $166K
Huntleigh Advisors, Inc. 0.03% Reduce -0.7% 10,037 $164K
Kraft, Davis & Associates, LLC 0.05% Reduce -16.3% 10,420 $163K
Bessemer Group Inc. 0.00% No change 9,140 $149K
Icon Wealth Advisors, LLC 0.01% Add +1.4% 7,847 $128K
MAI Capital Management 0.00% Reduce -10.2% 6,286 $103K
ORG Partners LLC 0.02% Reduce -54.5% 5,000 $82K
NFSG Corp 0.02% Add +1.2% 4,615 $75K
GPS Wealth Strategies Group, LLC 0.01% New 3,012 $49K
AE Wealth Management LLC 0.00% No change 2,848 $47K
Guardian Wealth Advisors, LLC / NC 0.00% No change 2,572 $42K
Geneos Wealth Management Inc. 0.00% No change 2,515 $41K
Realta Investment Advisors 0.02% New 2,425 $40K
Lanark Financial, Inc. 0.00% — 2,438 $39K
Founders Financial Alliance, LLC 0.01% Reduce -13.2% 2,223 $36K
Citigroup Inc. 0.00% No change 2,000 $33K
Steward Partners Investment Advisory, LLC 0.00% New 1,911 $31K
US Bancorp \de 0.00% No change 1,800 $29K
National Bank of Canada 0.00% No change 1,543 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 1,418 $23K
Bellevue Asset Management, LLC 0.01% Reduce -23.4% 1,338 $22K
Pinnacle Bancorp, Inc. 0.01% No change 1,000 $16K
CX Institutional 0.00% New 853 $14K
CoreCap Advisors, LLC 0.00% No change 800 $13K
PNC Financial Services Group, Inc. 0.00% No change 655 $11K
Bank of Montreal 0.00% No change 400 $7K
Principal Securities, Inc. 0.00% No change 393 $6K
Millstone Evans Group, LLC 0.00% No change 310 $5K
Cornerstone Planning Group LLC 0.00% Add +1.6% 322 $5K
Arax Advisory Partners 0.00% New 300 $5K
Park Square Financial Group, LLC 0.00% No change 278 $5K
Stephens Consulting, LLC 0.00% No change 200 $3K
EverSource Wealth Advisors, LLC 0.00% New 165 $3K
Cwm, LLC 0.00% No change 100 $2K

"% 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 104 holders