Skip to content
Disclosery

MDIV FIRST TR EXCHANGE TRADED FD

Follow

MULTI ASSET DI (fund)

94 managers (95 13F filers) reported a position in MDIV shares at 2026-03-31, 8,893,620 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
94
13F filers
95
New
8
Added
37
Reduced
34
Sold out
4
Shares held by filers
8,893,620

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,229,232$19.9M<0.01%+366,02613F-HRTimelineGroup
LPL Financial LLC1,061,018$17.2M<0.01%+54,65213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC653,911$10.6M<0.01%-10,95313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/564,283$9.12M<0.01%+6,65613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.486,663$7.87M0.12%+68,11613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA419,475$6.78M<0.01%+9,78013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,418$5.97M<0.01%+115,46013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN287,865$4.65M<0.01%+8,80313F-HR/ATimelineGroup
Cetera Investment Advisers278,673$4.51M<0.01%-30,16913F-HRTimeline
Rockport Wealth LLC257,149$4.16M0.76%+43413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC252,727$4.09M0.01%-158,72213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,858$3.12M0.01%+12,65513F-HRTimelineGroup
Cambridge Investment Research Advisors,…163,306$2.64M0.01%-94213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.159,575$2.58M<0.01%-10,52313F-HRTimelineGroup
Capital Investment Advisory Services, L…141,120$2.28M0.17%-27,41513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC132,134$2.14M0.01%+15,27613F-HRTimelineGroup
Total Clarity Wealth Management, Inc.117,910$1.91M0.45%+2,42413F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding116,068$1.88M+58,757Timeline
Harvest Investment Services, LLC115,291$1.86M0.34%-3,19513F-HRTimeline
WEDBUSH SECURITIES INC98,402$1.59M0.05%+3,30213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,852$1.57M<0.01%+58,79513F-HRTimelineGroup
&PARTNERS82,696$1.33M0.01%+15,83713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,257$1.32M<0.01%+17,68513F-HRTimelineGroup
Elevation Capital Advisory, LLC79,459$1.28M0.55%-95,13113F-HRTimeline
UBS Group AGin group UBS Group AG70,255$1.14M<0.01%+2,72513F-HRTimelineGroup
Elevated Capital Advisors, LLC69,906$1.13M0.28%+37113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,498$1.09M<0.01%-515,15313F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC62,196$1.01M0.71%-4,56913F-HRTimeline
Cornerstone Wealth Management, LLC55,234$893K0.04%-1,46013F-HRTimeline
Fortis Group Advisors, LLC52,728$881K0.15%-1,01913F-HRTimeline
Endowment Wealth Management, Inc.51,471$832K0.37%+1,60313F-HRTimeline
Janney Montgomery Scott LLC48,256$780K<0.01%-2,03613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,461$751K<0.01%+27,20213F-HRTimelineGroup
TrueWealth Advisors, LLC45,039$728K0.18%-2,96213F-HRTimeline
PSI Advisors, LLC43,900$710K0.17%+8,76813F-HRTimeline
Sigma Planning Corp43,611$705K0.02%-69313F-HRTimeline
Proactive Wealth Strategies LLC43,260$700K0.13%+21,63013F-HRTimeline
Independent Advisor Alliance43,110$697K0.01%new13F-HRTimeline
TMB Capital Partners, LLC41,656$674K0.23%-16313F-HRTimeline
Freedom Financial Partners LLC37,499$606K0.22%+1,83313F-HRTimeline
Jaffetilchin Investment Partners, LLC36,990$598K0.04%-2,28413F-HRTimeline
Intrua Financial, LLC35,038$567K0.06%+4913F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…34,630$560K0.14%+20,60513F-HRTimelineGroup
HighTower Advisors, LLC34,606$560K<0.01%+2,57413F-HRTimeline
Larson Financial Group LLC33,619$544K0.02%-60013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,537$526K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,691$448K0.03%-33,28213F-HRTimeline
Private Advisor Group, LLC27,633$447K<0.01%-23,15213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,844$387K<0.01%-3,03513F-HRTimeline
RPg Family Wealth Advisory, LLC21,650$350K0.07%+1,20013F-HRTimeline
HighPoint Advisor Group LLC21,007$340K0.01%+14113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,971$323K<0.01%-2,01213F-HRTimelineGroup
IFP Advisors, Inc19,769$320K0.01%-45013F-HRTimeline
Aptus Capital Advisors, LLC17,544$284K<0.01%-83313F-HRTimeline
Keystone Financial Group16,438$266K0.02%+34713F-HRTimeline
Second Line Capital, LLC15,805$264K0.05%013F-HRTimeline
NewEdge Advisors, LLC15,959$258K<0.01%-3213F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,043$243K<0.01%-3,45213F-HRTimelineGroup
Farther Finance Advisors, LLC14,781$239K<0.01%-52913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,465$234K<0.01%+2,16013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,843$224K0.01%+11713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,187$213K<0.01%+26413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,130$196K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc12,101$196K<0.01%-1,53113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,800$191K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC11,204$181K<0.01%+113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,134$180K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC10,785$174K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.10,775$174K<0.01%013F-HRTimeline
PFG Investments, LLC10,735$174K0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.10,244$166K0.03%+1613F-HRTimeline
MAI Capital Management5,584$90.3K<0.01%-14613F-HRTimeline
Geneos Wealth Management Inc.2,515$40.7K<0.01%013F-HRTimeline
Realta Investment Advisors2,425$39.2K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,345$37.9K0.01%+3313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,000$32.3K<0.01%-213F-HRTimelineGroup
NFSG Corp1,849$29.9K<0.01%-68713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,800$29.1K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,739$28.1K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,691$27.3K<0.01%-14,33513F-HRTimeline
Pinnacle Bancorp, Inc.1,000$16.2K<0.01%013F-HRTimeline
CX Institutional828$13K<0.01%-2213F-HRTimeline
LANARK FINANCIAL, INC.700$11.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC345$5.72K<0.01%+713F-HRTimeline
FMR LLCin group FMR LLC343$5.54K<0.01%+18513F-HRTimelineGroup
Millstone Evans Group, LLC310$5.01K<0.01%013F-HRTimeline
Arax Advisory Partners300$4.85K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…196$3.17K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC100$1.62K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC94$1.52K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.30$486<0.01%013F-HRTimeline
Triumph Capital Management23$372<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13$210<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$162<0.01%-3513F-HRTimelineGroup