Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MULTI ASSET DI
-
Total 13F shares
-
418,274
-
Share change
-
-13,881
-
Total reported value
-
$6,577,332
-
Price per share
-
$15.72
-
Number of holders
-
13
-
Value change
-
-$217,928
-
Number of buys
-
3
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI (MDIV) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
418,274 shares.
The largest 10 holders included
Capital Investment Advisory Services, LLC, COTTONWOOD CAPITAL ADVISORS, LLC, TrueWealth Advisors, LLC, Jaffetilchin Investment Partners, LLC, Freedom Financial Partners LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Stratos Wealth Partners, LTD., ORG Partners LLC, Newbridge Financial Services Group, Inc., and Realta Investment Advisors.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.