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Get Institutions for : 
First Trust Vi Multi Asset Diversified Income Index Fund (MDIV)  
$15.79 0.00 (0.00%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    1
Total shares held : 
9,964,507  
% of shares held : 
31.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
661,774  
% of shares held change : 
  2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$14.41  
Last Quarter's Ending Price : 
$15.65  
Last Quarter's Average Price
$14.88  
Change from last quarter's     
avg. price to the last closing  : 
0.91 (6.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 151,447
 1.52%
 
Increased Positions :
31
 1,389,614
 13.95%
 
Unchanged Positions :
17
 68,971
 0.69%
 
Decreased Positions :
40
-802,405
-8.05%
 
Closed Positions :
7
-76,882
-0.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Authentikos Wealth Advisory LLC 35 - 2024-03-31 39,960 $631,000 0
   RPg Family Wealth Advisory LLC 99 - 2024-03-31 20,450 $323,000 0
   Baird Financial Group Inc. 1664 - 2024-03-31 13,050 $206,000 0
   DB Wealth Management Group LLC 142 - 2023-12-31 4,352 $68,000 0
   Spire Wealth Management 1208 - 2024-03-31 3,233 $51,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 328 - 2024-03-31 2,572 $41,000 0
   CITIGROUP INC 3938 - 2024-03-31 2,000 $32,000 0
   US BANCORP 2926 - 2024-03-31 1,800 $28,000 0
   NATIONAL BANK OF CANADA /FI/ 1776 - 2024-03-31 1,543 $24,000 0
   Pinnacle Bank 587 - 2024-03-31 1,000 $16,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1597 - 2024-03-31 922 $15,000 0
   PROEQUITIES INC. 1710 - 2024-03-31 608 $10,000 0
   Castleview Partners LLC 575 - 2024-03-31 441 $7,000 0
   PRINCIPAL SECURITIES INC. 2500 - 2024-03-31 397 $6,000 0
   BANK OF MONTREAL /CAN/ 3248 - 2024-03-31 400 $6,000 0
   ALPHAMARK ADVISORS LLC 623 - 2024-03-31 200 $3,000 0
   Oakworth Capital Inc. 585 - 2024-03-31 215 $3,000 0
   Stephens Consulting LLC 403 - 2024-03-31 200 $3,000 0
   DHJJ Financial Advisors Ltd. 759 - 2024-03-31 30 $0 0

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results