Who owns First Trust Morningstar Divid Ledr?
- Ticker: FDL
- CUSIP Number: 336917109
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Morningstar Divid Ledr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Morningstar Divid Ledr stock
Who bought or sold First Trust Morningstar Divid Ledr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2.8M | $101M | -12% | Dec 2023 |
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| Advisor Group Holdings | 2.0M | $72M | -14% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.9M | $69M | -1% | Dec 2023 |
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| Bank of America Corporation | 1.8M | $65M | -17% | Dec 2023 |
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| Royal Bank of Canada | 1.8M | $63M | -10% | Dec 2023 |
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| UBS Group | 1.6M | $58M | -16% | Dec 2023 |
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| Raymond James & Associates | 1.3M | $46M | -18% | Dec 2023 |
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| Stifel Financial | 1.3M | $45M | -12% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.1M | $39M | 4% | Dec 2023 |
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| Kowal Investment Group | 1.1M | $41M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 1.0M | $37M | -5% | Dec 2023 |
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| TRUE Private Wealth Advisors | 968k | $35M | 8% | Dec 2023 |
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| Summit Financial Wealth Advisors | 718k | $26M | -4% | Dec 2023 |
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| Cambridge Investment Research Advisors | 687k | $25M | -33% | Dec 2023 |
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| Branch Banking & Trust Company | 603k | $22M | -15% | Dec 2023 |
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| Janney Montgomery Scott | 580k | $21M | -6% | Dec 2023 |
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| Beacon Financial | 532k | $19M | -1% | Dec 2023 |
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| Private Advisor | 519k | $19M | 8% | Dec 2023 |
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| HighTower Advisors | 458k | $16M | 26% | Dec 2023 |
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| Southland Equity Partners | 407k | $16M | 1% | Mar 2024 |
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| ICA Group Wealth Management | 387k | $14M | 41% | Dec 2023 |
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| Kestra Advisory Services | 336k | $12M | 9% | Dec 2023 |
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| AE Wealth Management | 329k | $12M | -20% | Dec 2023 |
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| Prospera Financial Services | 320k | $12M | -36% | Dec 2023 |
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| HC Advisors | 297k | $11M | -3% | Dec 2023 |
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| Sterling Manor Financial | 288k | $10M | -16% | Dec 2023 |
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| Harbour Investments | 283k | $10M | -2% | Dec 2023 |
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| Elevated Capital Advisors | 283k | $11M | 5% | Mar 2024 |
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| Lloyd Advisory Services | 275k | $11M | 100% | Mar 2024 |
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| Spectrum Wealth Advisory Group | 261k | $9.4M | 1% | Dec 2023 |
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| H D Vest Advisory Services | 261k | $9.4M | -6% | Dec 2023 |
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| Steward Partners Investment Advisory | 240k | $8.6M | -64% | Dec 2023 |
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| D.A. Davidson & Co. | 219k | $7.9M | 13% | Dec 2023 |
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| Financial Advocates Investment Management | 208k | $7.5M | -1% | Dec 2023 |
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| Hanson McClain Advisors | 190k | $6.8M | -11% | Dec 2023 |
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| Salomon & Ludwin | 188k | $6.3M | 0% | Dec 2023 |
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| Key Client Fiduciary Advisors | 183k | $7.1M | 0% | Mar 2024 |
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| Rockefeller Capital Management | 182k | $6.5M | 46% | Dec 2023 |
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| Bulltick Wealth Management | 174k | $6.3M | 100% | Dec 2023 |
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| Alpha Omega Group | 162k | $5.8M | -4% | Dec 2023 |
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| Cozad Asset Management | 160k | $5.7M | -13% | Dec 2023 |
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| JFS Wealth Advisors | 159k | $5.7M | 0% | Dec 2023 |
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| Retirement Network | 156k | $5.6M | -6% | Dec 2023 |
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| AIFG Consultants | 153k | $5.5M | -54% | Dec 2023 |
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| Advisory Alpha | 152k | $5.5M | 4% | Dec 2023 |
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| Mach-1 Financial Group | 149k | $5.4M | -21% | Dec 2023 |
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| Harvest Investment Services | 146k | $5.2M | 1% | Dec 2023 |
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| PCG Wealth Advisors | 142k | $5.1M | -11% | Dec 2023 |
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| Manchester Financial | 141k | $5.4M | 55% | Mar 2024 |
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| Envestnet Portfolio Solutions | 136k | $4.9M | 100% | Dec 2023 |
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| International Assets Investment Management | 132k | $5.1M | 2% | Mar 2024 |
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| Atria Wealth Solutions | 130k | $4.7M | -33% | Dec 2023 |
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| HFG Advisors | 121k | $4.6M | 4% | Mar 2024 |
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| Atria Investments | 120k | $4.3M | -29% | Dec 2023 |
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| Advisor Resource Council | 116k | $4.2M | 391% | Dec 2023 |
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| SNS Financial | 115k | $4.1M | -3% | Dec 2023 |
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| Concurrent Investment Advisors | 114k | $4.1M | 100% | Dec 2023 |
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| Wetzel Investment Advisors | 113k | $4.1M | 100% | Dec 2023 |
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| BlueChip Wealth Advisors | 110k | $3.9M | 100% | Dec 2023 |
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| Hobart Private Capital | 107k | $4.1M | 39% | Mar 2024 |
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| GDS Wealth Management | 107k | $3.8M | -19% | Dec 2023 |
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| Crumly & Associates | 106k | $3.8M | -23% | Dec 2023 |
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| Orion Portfolio Solutions | 104k | $3.8M | -15% | Dec 2023 |
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| Kestra Private Wealth Services | 100k | $3.6M | 40% | Dec 2023 |
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| Next Level Private | 97k | $3.7M | 0% | Mar 2024 |
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| Teamwork Financial Advisors | 95k | $3.4M | -16% | Dec 2023 |
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| Bensler | 93k | $3.3M | 11% | Dec 2023 |
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| Ergawealth Advisors | 92k | $3.3M | -32% | Dec 2023 |
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| Kure Advisory | 90k | $3.2M | 4% | Dec 2023 |
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| Snowden Capital Advisors | 90k | $3.2M | 94% | Dec 2023 |
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| Stratos Wealth Partners | 89k | $3.4M | 10% | Mar 2024 |
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| Hrt Financial | 89k | $3.2M | -44% | Dec 2023 |
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| Creative Financial Designs | 86k | $3.1M | -6% | Dec 2023 |
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| Benjamin F. Edwards & Company | 85k | $3.2M | -6% | Dec 2023 |
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| Bennett Associates Wealth Management | 85k | $3.0M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 84k | $3.0M | -59% | Dec 2023 |
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| Citadel Advisors | 83k | $3.0M | 87% | Dec 2023 |
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| Baird Financial | 79k | $2.8M | 0% | Dec 2023 |
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| Principal Securities | 78k | $2.8M | 100% | Dec 2023 |
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| Nations Financial Group | 75k | $2.7M | -2% | Dec 2023 |
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| Total Clarity Wealth Management | 75k | $2.7M | 0% | Dec 2023 |
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| J.w. Cole Advisors | 75k | $2.7M | -15% | Dec 2023 |
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| GSA Capital Partners | 74k | $2.7M | 3% | Dec 2023 |
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| Citigroup | 73k | $2.6M | -11% | Dec 2023 |
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| Foundations Investment Advisors | 72k | $2.6M | -2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 71k | $2.7M | -51% | Mar 2024 |
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| Investors Research Corp | 69k | $2.5M | 7% | Dec 2023 |
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| Sargent Investment Group | 69k | $2.5M | -1% | Dec 2023 |
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| National Asset Management | 69k | $2.5M | -9% | Dec 2023 |
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| Collaborative Wealth Managment | 68k | $2.4M | -6% | Dec 2023 |
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| Coppell Advisory Solutions | 68k | $2.4M | 651% | Dec 2023 |
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| Cedrus | 66k | $2.5M | 11% | Mar 2024 |
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| Davenport & Co | 65k | $2.3M | -11% | Dec 2023 |
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| Vestmark Advisory Solutions | 62k | $2.2M | 2% | Dec 2023 |
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| Raymond James Trust | 62k | $2.2M | -11% | Dec 2023 |
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| Captrust Financial Advisors | 61k | $2.2M | 353% | Dec 2023 |
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| Virtu Financial | 60k | $2.1M | -70% | Dec 2023 |
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| Sigma Planning | 59k | $2.1M | -74% | Dec 2023 |
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| Lakeview Capital Partners | 56k | $2.0M | -3% | Dec 2023 |
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| Advisory Services Network | 54k | $2.0M | -43% | Dec 2023 |
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| Streettalk Advisors | 54k | $1.9M | 6% | Dec 2023 |
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| First Heartland Consultants | 54k | $1.9M | -1% | Dec 2023 |
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| IFP Advisors | 53k | $1.9M | 94% | Dec 2023 |
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| We Are One Seven | 53k | $1.9M | -4% | Dec 2023 |
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| Quad-Cities Investment Group | 51k | $2.0M | -7% | Mar 2024 |
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| Independent Advisor Alliance | 51k | $1.8M | 22% | Dec 2023 |
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| Goldman Sachs Group | 50k | $1.8M | -42% | Dec 2023 |
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| Us Bancorp | 50k | $1.8M | 55% | Dec 2023 |
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| Virtue Capital Management | 47k | $1.7M | 103% | Dec 2023 |
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| Iams Wealth Management | 47k | $1.7M | 200% | Dec 2023 |
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| Bank of New York Mellon | 44k | $1.6M | -24% | Dec 2023 |
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| Monticello Wealth Management | 42k | $1.5M | -39% | Dec 2023 |
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| Mission Creek Capital Partners | 41k | $1.5M | -1% | Dec 2023 |
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| Gladstone Institutional Advisory | 40k | $1.4M | 40% | Dec 2023 |
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| Intl Fcstone | 39k | $1.4M | -19% | Dec 2023 |
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| Ameritas Advisory Services | 38k | $1.4M | -36% | Dec 2023 |
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| Moors & Cabot | 38k | $1.4M | -2% | Dec 2023 |
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| Nbc Securities | 37k | $1.4M | -13% | Mar 2024 |
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| Jane Street | 34k | $1.2M | -52% | Dec 2023 |
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| Fsb Premier Wealth Management | 33k | $1.2M | 9% | Dec 2023 |
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| Private Trust Co Na | 33k | $1.2M | -1% | Dec 2023 |
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| Moloney Securities Asset Management | 33k | $1.2M | -18% | Dec 2023 |
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| Assetmark | 33k | $1.2M | 1% | Dec 2023 |
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| Private Portfolio Partners | 32k | $1.2M | -3% | Dec 2023 |
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| Kingsview Wealth Management | 31k | $1.1M | -23% | Dec 2023 |
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| Capital Investment Advisory Services | 31k | $1.1M | -5% | Dec 2023 |
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| Creative Planning | 30k | $1.1M | 7% | Dec 2023 |
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| Western Wealth Management | 29k | $1.0M | -4% | Dec 2023 |
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| Colonial River Wealth Management | 28k | $1.0M | 58% | Dec 2023 |
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| Arkadios Wealth Advisors | 28k | $1.0M | -19% | Dec 2023 |
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| Silver Oak Securities | 26k | $935k | -56% | Dec 2023 |
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| Commonwealth Financial Services | 26k | $921k | -1% | Dec 2023 |
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| Bank of Nova Scotia | 25k | $911k | -2% | Dec 2023 |
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| Altus Wealth Group | 25k | $887k | 0% | Dec 2023 |
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| Level Four Advisory Services | 24k | $867k | -18% | Dec 2023 |
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| Cornerstone Wealth Management | 24k | $863k | -29% | Dec 2023 |
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| IFG Advisory | 24k | $860k | -10% | Dec 2023 |
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| tru Independence | 23k | $834k | -4% | Dec 2023 |
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| Lion Street Advisors | 23k | $818k | 0% | Mar 2024 |
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| Icon Wealth Advisors | 22k | $795k | 100% | Dec 2023 |
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| Nwam | 22k | $780k | -9% | Dec 2023 |
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| Pnc Financial Services | 22k | $777k | -10% | Dec 2023 |
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| Proequities | 22k | $775M | -1% | Dec 2023 |
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| CoreCap Advisors | 21k | $767k | 100% | Dec 2023 |
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| Global Retirement Partners | 21k | $761k | -1% | Dec 2023 |
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| Accel Wealth Management | 21k | $751k | -2% | Dec 2023 |
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| Larson Financial Group | 21k | $739k | 18% | Dec 2023 |
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| Linscomb & Williams | 21k | $737k | 0% | Dec 2023 |
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| Provence Wealth Management Group | 21k | $734k | 0% | Dec 2023 |
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| Kmg Fiduciary Partners | 20k | $776k | -2% | Mar 2024 |
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| Geneos Wealth Management | 20k | $720k | -10% | Dec 2023 |
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| Sightline Wealth Advisors | 17k | $624k | -28% | Dec 2023 |
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| Flynn Zito Capital Management | 17k | $607k | -19% | Dec 2023 |
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| Continuum Advisory | 15k | $532k | -58% | Dec 2023 |
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| Townsquare Capital | 12k | $431k | -89% | Dec 2023 |
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| Eagle Strategies | 11k | $409k | -64% | Dec 2023 |
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Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Of Montreal | Sep 2023 | 59k | $2.1M |
| N.E.W. Advisory Services | Sep 2023 | 38k | $1.3M |
| Two Sigma Investments | Sep 2023 | 33k | $1.1M |