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Disclosery

MDIV FIRST TR EXCHANGE TRADED FD

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MULTI ASSET DI (fund)

105 managers (105 13F filers) reported a position in MDIV shares at 2025-03-31, 10,107,788 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
105
13F filers
105
New
13
Added
35
Reduced
30
Sold out
10
Shares held by filers
10,107,788

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Flaharty Asset Management, LLC1,571,532$25.7M3.71%+101,42613F-HRTimeline
LPL Financial LLC1,188,126$19.4M0.01%+101,16213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY860,279$14.1M<0.01%+15,50113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC712,723$11.7M0.02%+26,27913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC622,649$10.2M<0.01%+13,45313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/542,625$8.87M<0.01%-71413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN425,262$6.95M<0.01%+58,85213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA330,822$5.41M<0.01%+13,60013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.318,997$5.22M0.15%+12,49413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC281,492$4.6M<0.01%-22,19413F-HRTimelineGroup
Cetera Investment Advisers255,021$4.17M0.01%+31,93013F-HRTimeline
Rockport Wealth LLC225,493$3.69M1.3%+132,01213F-HRTimeline
Capital Investment Advisory Services, L…218,529$3.57M0.32%-11,03513F-HRTimeline
Elevation Capital Advisory, LLC193,227$3.16M1.38%new13F-HRTimeline
Cambridge Investment Research Advisors,…173,028$2.83M0.01%+6,14613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,819$2.4M0.01%-7,81313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC123,673$2.02M0.01%-4,98613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117,068$1.91M<0.01%+72,73013F-HRTimelineGroup
Harvest Investment Services, LLC105,172$1.72M0.48%+4,11313F-HRTimeline
WEDBUSH SECURITIES INC82,418$1.35M0.05%+4,93313F-HRTimeline
UBS Group AGin group UBS Group AG74,832$1.22M<0.01%-9,53313F-HRTimelineGroup
Sigma Planning Corp73,645$1.2M0.04%+2,16713F-HRTimeline
Elevated Capital Advisors, LLC72,300$1.18M0.33%-6,56313F-HRTimeline
TrueWealth Advisors, LLC67,542$1.1M0.36%-3,99513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC66,602$1.09M0.8%-2,75113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC61,226$1M0.5%-3013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,853$995K<0.01%+1,39113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,555$974K<0.01%+39,38413F-HRTimelineGroup
Janney Montgomery Scott LLC58,625$959K<0.01%-94,89413F-HRTimeline
Cornerstone Wealth Management, LLC57,169$935K0.06%+52113F-HRTimeline
Private Advisor Group, LLC56,306$921K0.01%+66713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,756$844K<0.01%+13,52713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,899$718K<0.01%+26,83713F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC43,065$704K0.05%-23013F-HRTimeline
Larson Financial Group LLC37,335$611K0.03%-5,00013F-HRTimeline
HighTower Advisors, LLC36,149$591K<0.01%+83913F-HRTimeline
Freedom Financial Partners LLC35,196$576K0.27%+6413F-HRTimeline
Endowment Wealth Management, Inc.34,997$572K0.37%+1,75213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,598$533K0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,653$485K<0.01%new13F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.27,714$453K0.24%new13F-HRTimeline
Atria Wealth Solutions, Inc.26,488$433K0.01%+12513F-HRTimeline
Intrua Financial, LLC25,495$417K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,278$381K0.03%+5,34613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,940$371K0.01%-27,82013F-HRTimelineGroup
PSI Advisors, LLC22,255$364K0.12%+3,91613F-HRTimeline
Aptus Capital Advisors, LLC21,877$358K<0.01%013F-HRTimeline
IFP Advisors, Inc21,819$357K0.01%013F-HRTimeline
RPg Family Wealth Advisory, LLC20,450$334K0.1%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,689$322K<0.01%-1,27013F-HRTimeline
Second Line Capital, LLC19,305$316K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,680$289K0.02%-1,06713F-HR/ATimelineGroup
Keystone Financial Group17,511$286K0.03%-82013F-HRTimeline
Farther Finance Advisors, LLC16,877$277K0.01%+6,08313F-HRTimeline
NewEdge Advisors, LLC16,715$273K<0.01%-813F-HRTimeline
Sanctuary Advisors, LLC15,592$255K<0.01%-28,50013F-HRTimeline
Proactive Wealth Strategies LLC15,400$252K0.13%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,268$250K<0.01%-1,75913F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV13,516$221K0.21%+48713F-HRTimeline
L.M. KOHN & COMPANY13,440$220K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,228$200K<0.01%-9,03813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,000$196K<0.01%-1,35013F-HRTimelineGroup
Snowden Capital Advisors LLC11,804$193K0.01%+57013F-HRTimeline
COMERICA BANK11,394$186K<0.01%-6,10613F-HRTimeline
Advisory Services Network, LLC10,955$179K<0.01%+40913F-HRTimeline
Moloney Securities Asset Management, LLC10,267$168K0.02%new13F-HRTimeline
IFG Advisory, LLC10,172$166K0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.10,037$164K0.04%-7113F-HR/ATimeline
Kraft, Davis & Associates, LLC10,420$163K0.05%-2,02813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,140$149K<0.01%013F-HRTimelineGroup
Icon Wealth Advisors, LLC7,847$128K0.01%+10513F-HRTimeline
MAI Capital Management6,286$103K<0.01%-71613F-HRTimeline
ORG Partners LLC5,000$82K0.02%-6,00013F-HRTimeline
NFSG Corp4,615$75.5K0.02%+5313F-HRTimeline
GPS Wealth Strategies Group, LLC3,012$49.3K0.01%new13F-HRTimeline
AE Wealth Management LLC2,848$46.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,572$42.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,515$41.1K<0.01%013F-HRTimeline
Realta Investment Advisors2,425$39.7K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.2,438$39K<0.01%+2,43613F-HRTimeline
Founders Financial Alliance, LLC2,223$36.4K0.01%-33813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,000$32.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,911$31.2K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,800$29.4K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,543$25.2K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,418$23.2K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,338$21.9K0.01%-40913F-HRTimeline
Pinnacle Bancorp, Inc.1,000$16.4K0.01%013F-HRTimeline
CX Institutional853$14K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC800$13.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…655$10.7K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$6.54K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC393$6.35K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC310$5.07K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC322$5.06K<0.01%+513F-HRTimeline
Arax Advisory Partners300$4.91K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC278$4.55K<0.01%013F-HRTimeline
Stephens Consulting, LLC200$3.27K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$2.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC100$2K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC106$1.73K<0.01%013F-HRTimeline
Synergy Investment Management, LLC94$1.54K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.30$491<0.01%013F-HRTimeline
Smartleaf Asset Management LLC7$120<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-60813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.