Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MULTI ASSET DI
-
Number of holders
-
92
-
Total 13F shares, excl. options
-
9.88M
-
Shares change
-
-988K
-
Total reported value, excl. options
-
$159M
-
Value change
-
-$15.5M
-
Number of buys
-
43
-
Number of sells
-
-43
-
Price
-
$16.04
Significant Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q3 2025
105 filings reported holding MDIV - FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI as of Q3 2025.
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.88M shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (1.5M shares), LPL Financial LLC (1.29M shares), MORGAN STANLEY (846K shares), COMMONWEALTH EQUITY SERVICES, LLC (701K shares), STIFEL FINANCIAL CORP (565K shares), BANK OF AMERICA CORP /DE/ (552K shares), HARBOUR INVESTMENTS, INC. (387K shares), ROYAL BANK OF CANADA (367K shares), Cetera Investment Advisers (336K shares), and WELLS FARGO & COMPANY/MN (317K shares).
This table shows the top 92 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.