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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
   Flaharty Asset Management LLC 14 - 2024-03-31 1,330,464 $21,008,000 -215,886
   LPL FINANCIAL CORP 1214 - 2024-03-31 752,310 $11,879,000 -17,975
   AMERIPRISE FINANCIAL INC 1772 - 2024-03-31 609,460 $9,658,000 -377,780
   INTL FCSTONE INC. 73 - 2024-03-31 186,913 $2,951,000 -12,049
   FINANCIAL NETWORK 857 - 2024-03-31 183,645 $2,900,000 -220,442
   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 41 - 2024-03-31 117,202 $1,851,000 -434
   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
   UBS Group AG 3149 - 2024-03-31 101,123 $1,597,000 -136,135
   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
   Rockefeller Capital Management L.P. 1273 - 2024-03-31 60,267 $952,000 -270
   Cornerstone Wealth Management LLC 225 - 2024-03-31 56,014 $884,000 -1,897
   Atria Wealth Solutions Inc. 961 - 2024-03-31 55,543 $877,000 -1,892
   Private Advisor Group LLC 1270 - 2024-03-31 50,018 $790,000 -5,230
   Larson Financial Group LLC 196 - 2024-03-31 43,084 $680,000 -360
   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
   IFP Advisors Inc 607 - 2023-12-31 27,521 $431,000 -922
   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
   ARBOR CAPITAL MANAGEMENT INC /ADV 98 - 2024-03-31 14,993 $238,000 -1,402
   Dynamic Advisors Solutions LLC 834 - 2024-03-31 14,005 $221,000 -646
   Cherry Creek Investment Advisors Inc. 99 - 2024-03-31 12,687 $200,000 -2,096
   ENVESTNET ASSET MANAGEMENT INC 3919 - 2024-03-31 11,816 $187,000 -1,157
   Lido Advisors LLC 1121 - 2024-03-31 11,598 $183,000 -46,206
   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
   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
   Geneos Wealth Management Inc. 1150 - 2024-03-31 2,500 $39,000 -3,000
   ICA Group Wealth Management LLC 823 - 2024-03-31 897 $14,000 -186
   J P MORGAN CHASE & CO 5738 - 2024-03-31 8 $0 -8
   Smartleaf Asset Management LLC 1715 - 2024-03-31 7 $0 -205
  39 Records found
  1    
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