News + Filings Key Docs Ownership
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First Trust Multi-Asset Diversified Income Index Fund (MDIV)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Flaharty Asset Management, LLC
| 1,477,590 | 53,378 | 21,513,718,000 | 3.68 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 1,202,324 | -159,585 | 17,505,843,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 1,014,388 | 168,056 | 14,870,421,000 | 0.01 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 511,926 | 25,776 | 7,452,977,000 | 0.00 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 448,686 | 90,982 | 6,532,873,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 354,965 | -61,034 | 5,168,305,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 305,634 | 9,633 | 4,575,354,000 | 0.00 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 293,247 | -34,901 | 4,269,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 254,917 | -77,307 | 3,713,229,000 | | |
Hist
| 06/30/2023 |
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Capital Investment Advisory Services, LLC
| 251,871 | 9,419 | 3,667,242,000 | 0.36 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 235,333 | -24,085 | 3,426,449,000 | 0.00 | |
Hist
| 06/30/2023 |
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HARBOUR INVESTMENTS, INC.
| 212,710 | 34,448 | 3,184,275,000 | 0.19 | |
Hist
| 12/31/2022 |
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Ameritas Advisory Services, LLC
| 177,815 | -13,685 | 2,606,680,000 | 0.13 | |
Hist
| 03/31/2023 |
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Raymond James Financial Services Advisors, Inc.
| 151,768 | -2,698 | 2,271,956,000 | 0.00 | |
Hist
| 12/31/2022 |
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Cetera Advisor Networks LLC
| 139,860 | 33,609 | 2,050,284,000 | 0.02 | |
Hist
| 03/31/2023 |
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Kestra Advisory Services, LLC
| 117,617 | 59,822 | 1,712,504,000 | 0.02 | |
Hist
| 06/30/2023 |
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Harvest Investment Services, LLC
| 117,207 | -4,585 | 1,706,531,000 | 0.97 | |
Hist
| 06/30/2023 |
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COTTONWOOD CAPITAL ADVISORS, LLC
| 107,307 | -3,797 | 1,562,384,000 | 1.43 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 84,482 | -3,193 | 1,264,706,000 | 0.05 | |
Hist
| 12/31/2022 |
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Atria Wealth Solutions, Inc.
| 84,571 | 11,019 | 1,231,618,000 | 0.02 | |
Hist
| 06/30/2023 |
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TrueWealth Advisors, LLC
| 74,234 | 74,234 | 1,111,277,000 | 0.49 | |
Hist
| 12/31/2022 |
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Elevated Capital Advisors, LLC
| 76,109 | -12,581 | 1,108,154,000 | 0.37 | |
Hist
| 06/30/2023 |
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Dynamic Advisor Solutions LLC
| 70,198 | -8,415 | 1,022,084,000 | 0.05 | |
Hist
| 06/30/2023 |
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Jaffetilchin Investment Partners, LLC
| 62,536 | 9,558 | 910,517,000 | 0.10 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 60,376 | 329 | 879,080,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cornerstone Wealth Management, LLC
| 59,116 | 376 | 860,729,000 | 0.08 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 56,875 | -13,844 | 833,763,000 | 0.01 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 53,597 | -16,391 | 780,378,000 | 0.00 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 46,736 | 1,484 | 680,470,000 | 0.00 | |
Hist
| 06/30/2023 |
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Endowment Wealth Management, Inc.
| 42,784 | 1,301 | 622,936,000 | 0.57 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 42,559 | 3,535 | 619,661,000 | 0.00 | |
Hist
| 06/30/2023 |
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Coastal Investment Advisors, Inc.
| 41,385 | 24,235 | 602,566,000 | 0.13 | |
Hist
| 06/30/2023 |
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Authentikos Wealth Advisory, LLC
| 39,960 | 39,960 | 598,201,000 | 0.61 | |
Hist
| 03/31/2023 |
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Cherry Creek Investment Advisors, Inc.
| 40,489 | -1,792 | 589,519,000 | 0.40 | |
Hist
| 06/30/2023 |
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Second Half Financial Partners, LLC
| 39,960 | 39,960 | 581,818,000 | 0.13 | |
Hist
| 06/30/2023 |
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