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Get Institutions for : 
First Trust Vi Multi Asset Diversified Income Index Fund (MDIV)  
$15.60 0.12 (0.78%) as of 4:30 Tue 4/30


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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  : 
0.72 (4.82%)  




 
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 1133 - 2023-12-31 770,285 $12,055,000 -34,072
   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
   FINANCIAL NETWORK 472 - 2023-12-31 404,087 $6,324,000 232,284
   COMMONWEALTH EQUITY SERVICES LLC. 1073 - 2023-12-31 321,577 $5,033,000 22,019
   WELLS FARGO & CO/MN 1923 - 2023-12-31 318,982 $4,992,000 -32,048
   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
   INTL FCSTONE INC. 64 - 2023-12-31 198,962 $3,114,000 8,897
   Lido Advisors LLC 302 *New 2023-12-31 57,804 $3,085,000 57,804
   Advisor Group Holdings Inc. 1526 - 2023-12-31 195,121 $3,054,000 -27,436
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1510 - 2024-03-31 160,768 $2,539,000 -11,481
   SILVER OAK SECURITIES Inc 81 - 2023-12-31 128,442 $2,010,000 128,442
   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
   JANNEY MONTGOMERY SCOTT LLC 1207 - 2023-12-31 101,639 $1,591,000 -7,030
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2831 - 2023-12-31 62,412 $977,000 46,724
   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 1189 - 2023-12-31 55,248 $865,000 -7,039
   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 184 - 2023-12-31 43,444 $680,000 -2,597
   HIGHTOWER ADVISORS, LLC 2062 - 2023-12-31 42,431 $667,000 5,626
   Sigma Planning Corp 383 - 2023-12-31 40,293 $631,000 -28,315
   Authentikos Wealth Advisory LLC 34 - 2023-12-31 39,960 $625,000 0
   Endowment Wealth Management Inc. 50 - 2023-12-31 36,439 $570,000 -3,433
   Ameritas Advisory Services LLC 421 - 2023-12-31 33,915 $525,000 -165,376
   Coastal Investment Advisors Inc. 249 - 2024-03-31 28,700 $453,000 3,370
   Atomi Financial Group Inc. 299 *New 2023-12-31 28,752 $450,000 28,752
   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
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 530 - 2024-03-31 18,881 $298,000 -2,955
   Keystone Financial Group 219 - 2023-12-31 18,920 $296,000 -29
   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
   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
   Geneos Wealth Management Inc. - 2023-12-31 5,500 $86,000 -5,300
   ADVISORY SERVICES NETWORK, LLC 1729 *New 2023-12-31 5,161 $81,000 5,161
   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 2874 - 2023-12-31 3,813 $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
   Founders Financial Alliance LLC 359 - 2023-12-31 2,437 $38,000 -12
   CITIGROUP INC 3815 - 2023-12-31 2,000 $31,000 -5,750
   US BANCORP 2874 - 2023-12-31 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. 1548 - 2023-12-31 922 $14,000 0
   Archer Investment Corp 623 - 2023-12-31 648 $10,000 0
   PROEQUITIES INC. 1675 - 2023-12-31 608 $10,000 -1,392
   Beacon Capital Management LLC 571 - 2023-12-31 518 $8,000 -56
   Castleview Partners LLC 545 - 2023-12-31 441 $7,000 0
   PRINCIPAL SECURITIES INC. 2405 - 2023-12-31 397 $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
   Smartleaf Asset Management LLC 918 - 2023-12-31 212 $3,000 0
   Ahrens Investment Partners LLC 951 *New 2023-03-31 100 $1,000 100
   LWM Advisory Services LLC 93 *Closed 2023-12-31 0 $0 -1,575
   Arkadios Wealth Advisors *Closed 2023-12-31 0 $0 -10,958
  100 Records found
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