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Disclosery

MDIV FIRST TR EXCHANGE TRADED FD

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MULTI ASSET DI (fund)

85 managers (86 13F filers) reported a position in MDIV shares at 2026-06-30, 9,477,645 shares in all. 7 filers opened a position and 14 filers sold out during the quarter.

Managers
85
13F filers
86
New
7
Added
41
Reduced
26
Sold out
14
Shares held by filers
9,477,645

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,528,693$25.3M0.01%+467,67513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,324,867$21.9M<0.01%+95,63513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC646,449$10.7M<0.01%-7,46213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/576,403$9.53M<0.01%+12,12013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.543,420$8.98M0.12%+56,75713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA424,849$7.02M<0.01%+5,37413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC381,966$6.31M<0.01%+12,54813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN301,453$4.98M<0.01%+13,58813F-HRTimelineGroup
Cetera Investment Advisers272,651$4.51M<0.01%-6,02213F-HRTimeline
Rockport Wealth LLC271,939$4.49M0.75%+14,79013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC246,823$4.08M0.01%-5,90413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,775$3.3M0.01%+6,91713F-HRTimelineGroup
Total Clarity Wealth Management, Inc.173,956$2.87M0.56%+56,04613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,781$2.76M<0.01%+7,20613F-HRTimelineGroup
Cambridge Investment Research Advisors,…163,426$2.7M0.01%+12013F-HR/ATimeline
Capital Investment Advisory Services, L…130,920$2.16M0.13%-10,20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,986$2.07M<0.01%+28,13413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP122,308$2.02M<0.01%+40,05113F-HRTimelineGroup
Harvest Investment Services, LLC117,347$1.94M0.3%+2,05613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC117,215$1.94M0.01%-14,91913F-HRTimelineGroup
WEDBUSH SECURITIES INC95,709$1.58M0.04%-2,69313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…95,576$1.58M0.03%+81,73313F-HRTimelineGroup
&PARTNERS85,549$1.41M0.01%+2,85313F-HRTimeline
Elevated Capital Advisors, LLC70,994$1.17M0.32%+1,08813F-HRTimeline
UBS Group AGin group UBS Group AG65,358$1.08M<0.01%-4,89713F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding65,080$1.08M+30,450Timeline
COTTONWOOD CAPITAL ADVISORS, LLC62,493$1.03M0.62%+29713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,655$1.02M<0.01%-5,84313F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC58,010$959K0.32%-2413F-HRTimelineGroup
Fortis Group Advisors, LLC54,907$907K0.14%+2,17913F-HRTimeline
PSI Advisors, LLC50,827$840K0.2%+6,92713F-HRTimeline
Cornerstone Wealth Management, LLC50,517$835K0.04%-4,71713F-HRTimeline
Janney Montgomery Scott LLC46,862$774K<0.01%-1,39413F-HRTimeline
Endowment Wealth Management, Inc.46,308$765K0.3%-5,16313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,963$760K<0.01%-49813F-HRTimelineGroup
TrueWealth Advisors, LLC44,864$741K0.17%-17513F-HRTimeline
Proactive Wealth Strategies LLC43,260$715K0.11%013F-HRTimeline
Sigma Planning Corp43,128$713K0.02%-48313F-HRTimeline
Freedom Financial Partners LLC37,770$624K0.2%+27113F-HRTimeline
Intrua Financial, LLC35,529$587K0.06%+49113F-HRTimeline
HighTower Advisors, LLC34,355$568K<0.01%-25113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,950$566K<0.01%+10,10613F-HRTimeline
Larson Financial Group LLC33,619$556K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33,451$554K0.03%+5,76013F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,692$408K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,357$320K<0.01%-61413F-HRTimelineGroup
RPg Family Wealth Advisory, LLC18,700$309K0.05%-2,95013F-HR/ATimeline
Keystone Financial Group16,499$273K0.02%+6113F-HRTimeline
HighPoint Advisor Group LLC15,936$263K0.01%-5,07113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,294$253K<0.01%+25113F-HRTimelineGroup
Farther Finance Advisors, LLC15,248$252K<0.01%+46713F-HRTimeline
NewEdge Advisors, LLC15,242$252K<0.01%-71713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.14,533$240K<0.01%+6813F-HRTimeline
Aptus Capital Advisors, LLC13,874$229K<0.01%-3,67013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,200$202K<0.01%+40013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,175$201K<0.01%+4513F-HRTimelineGroup
Prospera Financial Services Inc12,124$200K<0.01%+2313F-HRTimeline
IFP Advisors, Inc11,782$195K<0.01%-7,98713F-HRTimeline
Flaharty Asset Management, LLC11,579$192K0.28%new13F-HRTimeline
Second Line Capital, LLC11,302$187K0.03%-4,50313F-HRTimeline
Snowden Capital Advisors LLC10,904$180K<0.01%-30013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC10,884$180K0.1%new13F-HRTimeline
Sanctuary Advisors, LLC10,839$179K<0.01%+5413F-HRTimeline
D.A. DAVIDSON & CO.10,775$178K<0.01%013F-HRTimeline
Summit Financial, LLC10,523$174K<0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.10,262$170K0.02%+1813F-HRTimeline
Private Advisor Group, LLC10,261$170K<0.01%-17,37213F-HRTimeline
Global Retirement Partners, LLC7,778$129K<0.01%13F-HRTimeline
Arax Advisory Partners3,400$56.2K<0.01%+3,10013F-HRTimeline
AMERIFLEX GROUP, INC.2,561$42.3K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.2,515$41.6K<0.01%013F-HRTimeline
Realta Investment Advisors2,425$40.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,386$39.4K0.01%+4113F-HRTimeline
NFSG Corp1,849$30.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,800$29.7K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,700$28.1K0.01%+70013F-HRTimeline
FMR LLCin group FMR LLC1,353$22.4K<0.01%+1,01013F-HRTimelineGroup
CX Institutional818$14K<0.01%-1013F-HRTimeline
LANARK FINANCIAL, INC.700$11.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…513$8.48K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC350$5.89K<0.01%+513F-HRTimeline
Millstone Evans Group, LLC310$5.12K<0.01%013F-HRTimeline
Triumph Capital Management117$1.93K<0.01%+9413F-HRTimeline
Synergy Investment Management, LLC94$1.55K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.30$496<0.01%013F-HRTimeline