Q1 2025 13F Holders as of 3/31/2025
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Type / Class
-
Equity / MULTI ASSET DI
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Number of holders
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103
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Total 13F shares, excl. options
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10.1M
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Shares change
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+659K
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Total reported value, excl. options
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$165M
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Value change
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+$10.8M
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Number of buys
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48
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Number of sells
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-39
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Price
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$16.35
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q1 2025
114 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q1 2025.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.1M shares
.
Largest 10 shareholders include Flaharty Asset Management, LLC (1.57M shares), LPL Financial LLC (1.19M shares), MORGAN STANLEY (860K shares), COMMONWEALTH EQUITY SERVICES, LLC (713K shares), AMERIPRISE FINANCIAL INC (623K shares), BANK OF AMERICA CORP /DE/ (543K shares), WELLS FARGO & COMPANY/MN (425K shares), ROYAL BANK OF CANADA (331K shares), HARBOUR INVESTMENTS, INC. (319K shares), and RAYMOND JAMES FINANCIAL INC (281K shares).
This table shows the top 103 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.