MDIV institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding86
Shares held9,659,771
Reported value$159.6m
Quarter flows8 new, 42 added, 25 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,528,693$25.3m0.0%
MORGAN STANLEY1,324,867$21.9m0.0%
AMERIPRISE FINANCIAL INC646,449$10.7m0.0%
BANK OF AMERICA CORP /DE/576,403$9.5m0.0%
HARBOUR INVESTMENTS, INC.543,420$9.0m0.1%
ROYAL BANK OF CANADA424,849$7.0m0.0%
RAYMOND JAMES FINANCIAL INC381,966$6.3m0.0%
Cambridge Investment Research Advisors, Inc.326,852$5.4m0.0%
WELLS FARGO & COMPANY/MN301,453$5.0m0.0%
Cetera Investment Advisers272,651$4.5m0.0%
Rockport Wealth LLC271,939$4.5m0.8%
COMMONWEALTH EQUITY SERVICES, LLC246,823$4.1m0.0%
Rockefeller Capital Management L.P.199,775$3.3m0.0%
Total Clarity Wealth Management, Inc.173,956$2.9m0.6%
OSAIC HOLDINGS, INC.166,781$2.8m0.0%
Capital Investment Advisory Services, LLC130,920$2.2m0.1%
ENVESTNET ASSET MANAGEMENT INC124,986$2.1m0.0%
JONES FINANCIAL COMPANIES LLLP122,308$2.0m0.0%
Harvest Investment Services, LLC117,347$1.9m0.3%
Kestra Advisory Services, LLC117,215$1.9m0.0%
WEDBUSH SECURITIES INC95,709$1.6m0.0%
Ameritas Advisory Services, LLC95,576$1.6m0.0%
&PARTNERS85,549$1.4m0.0%
Elevated Capital Advisors, LLC70,994$1.2m0.3%
UBS Group AG65,358$1.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MDIV"). MDIV price history · All 13F data

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