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Disclosery

MDIV FIRST TR EXCHANGE TRADED FD

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MULTI ASSET DI (fund)

91 managers (91 13F filers) reported a position in MDIV shares at 2025-09-30, 9,881,287 shares in all. 5 filers opened a position and 14 filers sold out during the quarter.

Managers
91
13F filers
91
New
5
Added
37
Reduced
30
Sold out
14
Shares held by filers
9,881,287

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,497,367$24M0.01%-40,87713F-HRTimelineGroup
LPL Financial LLC1,291,772$20.7M0.01%+94,80113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY845,740$13.6M<0.01%-17,33113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC701,094$11.2M0.01%-1,85013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP565,069$9.06M0.01%+504,31313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/551,792$8.85M<0.01%+20,85013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.387,363$6.21M0.14%+26,96213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,391$5.89M<0.01%+22,76413F-HRTimelineGroup
Cetera Investment Advisers335,569$5.38M0.01%+65,91213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN317,341$5.09M<0.01%-36,22613F-HRTimelineGroup
Rockport Wealth LLC242,979$3.9M0.79%+8,56813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,956$3.8M<0.01%-43,15813F-HRTimelineGroup
Capital Investment Advisory Services, L…181,460$2.91M0.23%-19,41913F-HRTimeline
Cambridge Investment Research Advisors,…165,789$2.66M0.01%+15,90313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…159,377$2.56M0.01%+7,92213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.152,011$2.46M<0.01%+13,71913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC121,337$1.95M0.01%-7,06413F-HRTimelineGroup
Harvest Investment Services, LLC110,026$1.76M0.36%+2,90113F-HRTimeline
Total Clarity Wealth Management, Inc.109,460$1.76M0.47%+52,66013F-HRTimeline
WEDBUSH SECURITIES INC80,648$1.29M0.04%-1,90713F-HRTimeline
UBS Group AGin group UBS Group AG73,267$1.18M<0.01%-18913F-HRTimelineGroup
&PARTNERS70,066$1.12M0.01%+22,02413F-HRTimeline
Elevated Capital Advisors, LLC69,343$1.11M0.28%-2,95713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC66,879$1.07M0.78%+28713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,625$1.07M<0.01%+9,14213F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC60,846$976K0.38%-51113F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC57,884$928K0.05%+4513F-HRTimeline
TrueWealth Advisors, LLC54,217$870K0.24%+86713F-HRTimeline
Private Advisor Group, LLC53,628$860K<0.01%-14613F-HRTimeline
Janney Montgomery Scott LLC52,572$843K<0.01%+1,57113F-HRTimeline
Sigma Planning Corp49,552$795K0.02%-1,23413F-HRTimeline
Endowment Wealth Management, Inc.48,319$775K0.35%+9,60313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48,605$773K0.06%+1,40013F-HRTimeline
Fortis Group Advisors, LLC44,390$695K0.12%-6,70513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,588$683K<0.01%-2,61413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC41,133$660K0.04%-79213F-HRTimeline
Freedom Financial Partners LLC34,761$558K0.21%+92913F-HRTimeline
Larson Financial Group LLC34,619$555K0.02%-2,21613F-HRTimeline
PSI Advisors, LLC33,172$532K0.14%+32113F-HRTimeline
Intrua Financial, LLC32,117$515K0.06%+6,62213F-HRTimeline
HighTower Advisors, LLC31,923$512K<0.01%-9113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,385$359K0.02%+17713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,896$351K<0.01%-33713F-HRTimelineGroup
Proactive Wealth Strategies LLC21,598$346K0.15%+6,19813F-HRTimeline
RPg Family Wealth Advisory, LLC20,450$328K0.07%013F-HRTimeline
Aptus Capital Advisors, LLC20,377$327K<0.01%-9313F-HRTimeline
IFP Advisors, Inc20,119$323K0.01%-55013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,019$321K<0.01%-3,28113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,838$316K<0.01%+7413F-HRTimeline
HRT FINANCIAL LP18,681$299K<0.01%new13F-HRTimeline
Second Line Capital, LLC17,805$286K0.06%-9313F-HRTimeline
NewEdge Advisors, LLC16,749$269K<0.01%-56113F-HRTimeline
Prospera Financial Services Inc16,614$267K<0.01%+1,10613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,123$259K<0.01%-22,81813F-HRTimelineGroup
Farther Finance Advisors, LLC15,343$246K<0.01%-17913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,286$245K0.01%+3,29313F-HRTimelineGroup
Advisory Services Network, LLC12,293$197K<0.01%+66013F-HRTimeline
Snowden Capital Advisors LLC11,804$189K0.01%+113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,800$189K<0.01%-2,33413F-HRTimelineGroup
COMERICA BANK11,782$189K<0.01%+38813F-HRTimeline
Huntleigh Advisors, Inc.10,063$161K0.03%+1213F-HRTimeline
Icon Wealth Advisors, LLC8,042$129K0.01%+9613F-HRTimeline
Global Retirement Partners, LLC7,778$125K<0.01%013F-HRTimeline
MAI Capital Management6,068$97.3K<0.01%-2613F-HRTimeline
ORG Partners LLC5,000$80.2K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,012$48.3K0.01%013F-HRTimeline
NFSG Corp2,536$40.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,515$40.3K<0.01%013F-HRTimeline
Realta Investment Advisors2,425$38.9K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC2,280$36.6K0.01%+2813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,002$32.1K<0.01%+213F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,898$30.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,800$28.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,543$24.7K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,000$16K<0.01%013F-HRTimeline
CX Institutional844$14K<0.01%-713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…807$12.9K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC800$12.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.700$11.2K<0.01%-1,73813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$6.42K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC380$6.09K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC332$5.2K<0.01%+413F-HRTimeline
Millstone Evans Group, LLC310$4.97K<0.01%013F-HRTimeline
Stephens Consulting, LLC200$3.21K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC198$3.18K<0.01%+113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…196$3.14K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC100$2K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.30$482<0.01%013F-HRTimeline
Blue Trust, Inc.10$160<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC7$118<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$32<0.01%new13F-HRTimelineGroup