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Get Institutions for : 
First Trust Vi Multi Asset Diversified Income Index Fund (MDIV)  
$15.99 0.05 (0.31%) as of 4:30 Mon 5/20


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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  : 
1.11 (7.46%)  




 
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
   MORGAN STANLEY 2695 - 2024-03-31 1,242,455 $19,618,000 437,747
   BANK OF AMERICA CORP /DE/ 2702 - 2024-03-31 455,846 $7,198,000 13,878
   COMMONWEALTH EQUITY SERVICES LLC. 984 - 2024-03-31 419,134 $6,618,000 97,557
   ROYAL BANK OF CANADA 1827 - 2024-03-31 353,727 $5,586,000 55,626
   WELLS FARGO & CO/MN 1916 - 2024-03-31 340,460 $5,376,000 21,478
   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
   Ameritas Advisory Services LLC 200 - 2024-03-31 155,415 $2,443,000 121,500
   Kestra Advisory Services LLC 897 - 2024-03-31 121,108 $1,912,000 18,710
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2005 - 2024-03-31 101,389 $1,601,000 38,977
   CITADEL ADVISORS LLC 2809 - 2024-03-31 81,651 $1,289,000 66,846
   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 132 - 2024-03-31 63,431 $1,002,000 986
   STIFEL FINANCIAL CORP 2184 - 2024-03-31 62,489 $987,000 1,488
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1340 - 2024-03-31 49,276 $778,000 8,587
   JANE STREET GROUP LLC 3453 - 2024-03-31 45,755 $722,000 45,755
   WEDBUSH MORGAN SECURITIES INC 640 - 2024-03-31 31,497 $497,000 4,389
   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
   MULTIFINANCIAL SECURITIES CORP 1819 - 2024-03-31 22,436 $354,000 5,686
   FREEDOM WEALTH ALLIANCE LLC 27 - 2023-09-30 23,495 $343,000 4,802
   Stratos Wealth Partners LTD. 1122 - 2024-03-31 17,300 $273,000 263
   COMERICA BANK 2159 - 2024-03-31 17,152 $271,000 9
   Goss Wealth Management LLC 1713 - 2024-03-31 15,705 $248,000 74
   Farther Finance Advisors LLC 613 - 2024-03-31 15,604 $247,000 9,209
   NATIONAL ASSET MANAGEMENT, INC. 1164 - 2024-03-31 16,379 $239,000 3,680
   PSI Advisors LLC 117 - 2024-03-31 15,077 $238,000 1,821
   JONES FINANCIAL COMPANIES LLLP 513 - 2024-03-31 9,370 $148,000 8,274
   Aptus Capital Advisors LLC 796 - 2024-03-31 6,914 $109,000 4,342
   EPG Wealth Management LLC 287 - 2024-03-31 5,281 $83,000 65
   Founders Financial Alliance LLC 402 - 2024-03-31 2,477 $39,000 40
   BELLEVUE ASSET MANAGEMENT LLC 202 - 2024-03-31 1,713 $27,000 10
   Beacon Capital Management LLC 586 - 2024-03-31 540 $9,000 22
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2926 - 2024-03-31 116 $2,000 116
   TOWER RESEARCH CAPITAL LLC 5399 - 2024-03-31 88 $1,000 60
  36 Records found
  1    
  Page 1 of 1
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