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Get Institutions for : 
First Trust Vi Multi Asset Diversified Income Index Fund (MDIV)  
$15.86 0.05 (0.31%) as of 4:30 Tue 5/14


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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  : 
0.98 (6.59%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Flaharty Asset Management LLC 10 - 2023-12-31 1,546,350 $24,200,000 10,440
   AMERIPRISE FINANCIAL INC 1415 - 2023-12-31 987,240 $15,450,000 477,226
   MORGAN STANLEY 3114 - 2023-12-31 804,708 $12,594,000 -342,210
   LPL FINANCIAL CORP 1214 - 2024-03-31 752,310 $11,879,000 -17,975
   GeoWealth Management LLC 41 - 2023-12-31 536,830 $8,401,000 380,690
   BANK OF AMERICA CORP /DE/ 2669 - 2023-12-31 441,968 $6,917,000 -3,007
   COMMONWEALTH EQUITY SERVICES LLC. 984 - 2024-03-31 419,134 $6,618,000 97,557
   FINANCIAL NETWORK 472 - 2023-12-31 404,087 $6,324,000 232,284
   WELLS FARGO & CO/MN 1916 - 2024-03-31 340,460 $5,376,000 21,478
   ROYAL BANK OF CANADA 1937 - 2023-12-31 298,101 $4,665,000 9,948
   HARBOUR INVESTMENTS INC. 109 - 2023-12-31 259,195 $4,056,000 15,709
   Capital Investment Advisory Services LLC 52 - 2024-03-31 242,032 $3,822,000 1,078
   UBS Group AG 2251 - 2023-12-31 237,258 $3,713,000 17,178
   Lido Advisors LLC 302 *New 2023-12-31 57,804 $3,085,000 57,804
   INTL FCSTONE INC. 73 - 2024-03-31 186,913 $2,951,000 -12,049
   Advisor Group Holdings Inc. 1445 - 2024-03-31 177,253 $2,799,000 -17,868
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1510 - 2024-03-31 160,768 $2,539,000 -11,481
   Harvest Investment Services LLC 31 - 2023-12-31 117,636 $1,841,000 436
   RAYMOND JAMES & ASSOCIATES 2230 - 2024-03-31 111,750 $1,765,000 -1,640
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1385 - 2024-03-31 104,938 $1,657,000 -7,447
   Kestra Advisory Services LLC 899 - 2023-12-31 102,398 $1,603,000 -20,642
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2005 - 2024-03-31 101,389 $1,601,000 38,977
   JANNEY MONTGOMERY SCOTT LLC 1283 - 2024-03-31 94,998 $1,500,000 -6,641
   COTTONWOOD CAPITAL ADVISORS LLC 24 - 2024-03-31 91,316 $1,404,000 -1,893
   TrueWealth Advisors LLC 44 - 2024-03-31 80,968 $1,278,000 -19,529
   Elevated Capital Advisors LLC 80 - 2024-03-31 79,952 $1,262,000 3,957
   Sigma Planning Corp 458 - 2024-03-31 71,472 $1,129,000 31,179
   JAFFETILCHIN INVESTMENT PARTNERS LLC 134 - 2023-12-31 62,445 $977,000 1,402
   STIFEL FINANCIAL CORP 2167 - 2023-12-31 61,001 $955,000 10,801
   Rockefeller Capital Management L.P. 1153 - 2023-12-31 60,537 $947,000 412
   Atria Wealth Solutions Inc. 902 - 2023-12-31 57,435 $899,000 -5,913
   Cornerstone Wealth Management LLC 225 - 2024-03-31 56,014 $884,000 -1,897
   Private Advisor Group LLC 1270 - 2024-03-31 50,018 $790,000 -5,230
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1340 - 2024-03-31 49,276 $778,000 8,587
   AE Wealth Management LLC 1256 - 2023-12-31 48,499 $754,000 2,793
   Larson Financial Group LLC 196 - 2024-03-31 43,084 $680,000 -360
   Authentikos Wealth Advisory LLC 34 - 2023-12-31 39,960 $625,000 0
   HIGHTOWER ADVISORS, LLC 2101 - 2024-03-31 38,359 $607,000 -4,072
   Endowment Wealth Management Inc. 61 - 2024-03-31 34,338 $542,000 -2,101
   Ameritas Advisory Services LLC 421 - 2023-12-31 33,915 $525,000 -165,376
   Atomi Financial Group Inc. 374 - 2024-03-31 28,961 $457,000 209
   Coastal Investment Advisors Inc. 249 - 2024-03-31 28,700 $453,000 3,370
   IFP Advisors Inc 607 - 2023-12-31 27,521 $431,000 -922
   WEDBUSH MORGAN SECURITIES INC 611 - 2023-12-31 27,108 $424,000 900
   FREEDOM WEALTH ALLIANCE LLC 27 - 2023-09-30 23,495 $343,000 4,802
   RPg Family Wealth Advisory LLC *New 2023-12-31 20,450 $320,000 20,450
   Cetera Investment Advisers 1761 - 2023-12-31 19,686 $308,000 -2,385
   Keystone Financial Group 258 - 2024-03-31 18,879 $298,000 -41
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 530 - 2024-03-31 18,881 $298,000 -2,955
   Newbridge Financial Services Group Inc. 148 - 2024-03-31 17,446 $275,000 -12,200
   Stratos Wealth Partners LTD. 1122 - 2024-03-31 17,300 $273,000 263
   COMERICA BANK 2144 - 2023-12-31 17,143 $268,000 6,780
   MULTIFINANCIAL SECURITIES CORP 1494 - 2023-12-31 16,750 $262,000 1,945
   ARBOR CAPITAL MANAGEMENT INC /ADV 95 - 2023-12-31 16,395 $256,000 -8
   Goss Wealth Management LLC 1617 - 2023-12-31 15,631 $245,000 472
   PSI Advisors LLC 117 - 2024-03-31 15,077 $238,000 1,821
   CITADEL ADVISORS LLC 4292 *New 2023-12-31 14,805 $232,000 14,805
   Dynamic Advisors Solutions LLC 834 - 2024-03-31 14,005 $221,000 -646
   Diversified LLC 172 *New 2024-03-31 12,941 $204,000 12,941
   Baird Financial Group Inc. 1633 - 2023-12-31 13,050 $204,000 0
   ENVESTNET ASSET MANAGEMENT INC 3792 - 2023-12-31 12,973 $203,000 -5,384
   Cherry Creek Investment Advisors Inc. 99 - 2024-03-31 12,687 $200,000 -2,096
   NATIONAL ASSET MANAGEMENT, INC. 1263 - 2023-12-31 12,699 $199,000 -3,680
   L.M. KOHN & COMPANY 256 - 2024-03-31 10,750 $170,000 -3,700
   QP WEALTH MANAGEMENT LLC 70 - 2023-09-30 11,616 $170,000 -820
   Global Retirement Partners LLC 982 - 2024-03-31 7,778 $123,000 -536
   Farther Finance Advisors LLC 801 - 2023-12-31 6,395 $100,000 -20,009
   EPG Wealth Management LLC 274 - 2023-12-31 5,216 $80,000 111
   DB Wealth Management Group LLC 142 - 2023-12-31 4,352 $68,000 0
   NBC SECURITIES INC. 1058 - 2024-03-31 4,178 $65,000 -6,264
   PNC FINANCIAL SERVICES GROUP INC 2899 - 2024-03-31 3,800 $60,000 -13
   Spire Wealth Management 1208 - 2024-03-31 3,233 $51,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 319 - 2023-12-31 2,572 $40,000 0
   Aptus Capital Advisors LLC 692 - 2023-12-31 2,572 $40,000 0
   Geneos Wealth Management Inc. 1150 - 2024-03-31 2,500 $39,000 -3,000
   Founders Financial Alliance LLC 359 - 2023-12-31 2,437 $38,000 -12
   CITIGROUP INC 3938 - 2024-03-31 2,000 $32,000 0
   US BANCORP 2926 - 2024-03-31 1,800 $28,000 0
   BELLEVUE ASSET MANAGEMENT LLC 202 - 2024-03-31 1,713 $27,000 10
   NATIONAL BANK OF CANADA /FI/ 1786 *New 2023-12-31 1,543 $24,000 1,543
   Tradition Wealth Management LLC 786 - 2023-12-31 1,564 $24,000 26
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 348 *New 2024-03-31 1,165 $18,000 1,165
   JONES FINANCIAL COMPANIES LLLP 609 *New 2023-12-31 1,096 $17,000 1,096
   ICA Group Wealth Management LLC 771 - 2023-12-31 1,083 $17,000 1,083
   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
   Beacon Capital Management LLC 571 - 2023-12-31 518 $8,000 -56
   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/ 3237 - 2023-12-31 400 $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
   Ahrens Investment Partners LLC 951 *New 2023-03-31 100 $1,000 100
   TOWER RESEARCH CAPITAL LLC 5712 - 2023-12-31 28 $0 -363
   J P MORGAN CHASE & CO 5738 - 2024-03-31 8 $0 -8
   Archer Investment Corp 1002 *Closed 2024-03-31 0 $0 -648
   AdvisorNet Financial Inc 2059 *Closed 2024-03-31 0 $0 -38,510
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3372 *Closed 2023-12-31 0 $0 -337
  100 Records found
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