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 |
|---|---|---|---|---|---|
| LPL Financial | 12M | $550M | 2% | Dec 2025 |
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| Ameriprise Financial | 6.0M | $265M | 49% | Dec 2025 |
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| Raymond James Financial | 5.2M | $231M | 15% | Dec 2025 |
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| Wells Fargo & Company | 3.2M | $143M | 2% | Dec 2025 |
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| Royal Bank of Canada | 2.5M | $108M | 8% | Sep 2025 |
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| Cetera Investment Advisers | 2.5M | $110M | 7% | Dec 2025 |
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| UBS Group | 2.4M | $105M | 2% | Dec 2025 |
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| Csenge Advisory Group | 1.9M | $84M | 6% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.8M | $81M | 2% | Dec 2025 |
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| Stifel Financial | 1.7M | $78M | -4% | Dec 2025 |
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| Rockport Wealth | 1.6M | $72M | -1% | Dec 2025 |
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| Advisor Group Holdings | 1.5M | $66M | -3% | Dec 2025 |
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| Envestnet Asset Management | 1.3M | $59M | -1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 1.2M | $54M | 13% | Dec 2025 |
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| Private Advisor | 1.2M | $53M | -6% | Dec 2025 |
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| Jones Financial Companies, L.L | 1.1M | $48M | 22% | Dec 2025 |
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| Commonwealth Equity Services | 885k | $39M | -5% | Dec 2025 |
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| TRUE Private Wealth Advisors | 741k | $33M | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 740k | $33M | 9% | Dec 2025 |
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| Janney Montgomery Scott | 655k | $29M | 2% | Dec 2025 |
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| Stephens | 549k | $24M | 5% | Dec 2025 |
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| Southland Equity Partners | 507k | $23M | 0% | Dec 2025 |
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| Beacon Financial | 495k | $22M | -1% | Sep 2025 |
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| Kestra Advisory Services | 477k | $21M | 12% | Dec 2025 |
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| Baird Financial | 435k | $19M | -1% | Dec 2025 |
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| HighTower Advisors | 433k | $19M | -4% | Dec 2025 |
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| D.A. Davidson & Co. | 399k | $18M | -19% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 366k | $16M | 40% | Dec 2025 |
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| Manchester Financial | 353k | $16M | 17% | Dec 2025 |
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| Harbour Investments | 344k | $15M | -4% | Dec 2025 |
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| Prospera Financial Services | 323k | $14M | 30% | Dec 2025 |
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| Hobart Private Capital | 307k | $14M | 10% | Dec 2025 |
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| Goldstone Financial Group | 304k | $14M | 7% | Dec 2025 |
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| HC Advisors | 301k | $13M | 1% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 301k | $13M | 201% | Dec 2025 |
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| Rockefeller Capital Management | 280k | $12M | 42% | Dec 2025 |
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| Del-Sette Capital Management | 268k | $12M | 48% | Dec 2025 |
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| Mariner Wealth Advisors | 264k | $12M | 8% | Dec 2025 |
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| Vestmark Advisory Solutions | 264k | $12M | 416% | Dec 2025 |
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| Jpmorgan Chase & Co | 257k | $11M | 100% | Sep 2025 |
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| Goldman Sachs Group | 257k | $11M | -55% | Dec 2025 |
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| Next Level Private | 252k | $11M | 0% | Dec 2025 |
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| McAdam | 249k | $11M | 6% | Dec 2025 |
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| Equitable Holdings | 232k | $10M | 8% | Dec 2025 |
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| Summit Financial Wealth Advisors | 230k | $10M | 0% | Dec 2025 |
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| RFG Advisory | 228k | $10M | 6% | Dec 2025 |
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| Rehmann Capital Advisory | 216k | $9.6M | 6% | Dec 2025 |
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| First Trust Advisors | 199k | $8.8M | 0% | Dec 2025 |
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| Mach-1 Financial Group | 189k | $8.4M | 100% | Dec 2025 |
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| Bennett Associates Wealth Management | 183k | $8.1M | 3% | Dec 2025 |
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| Key Client Fiduciary Advisors | 180k | $8.0M | -1% | Dec 2025 |
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| Hanson McClain Advisors | 176k | $7.8M | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 175k | $7.8M | -1% | Dec 2025 |
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| BlueChip Wealth Advisors | 175k | $7.7M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 168k | $7.6M | 3% | Dec 2025 |
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| JFS Wealth Advisors | 165k | $7.3M | -1% | Dec 2025 |
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| J.w. Cole Advisors | 160k | $7.1M | 5% | Dec 2025 |
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| Creative Planning | 159k | $7.1M | -31% | Dec 2025 |
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| Retirement Network | 157k | $7.0M | 1% | Dec 2025 |
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| Triumph Capital Management | 156k | $6.9M | 4% | Dec 2025 |
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| Cozad Asset Management | 156k | $6.9M | -1% | Dec 2025 |
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| SRS Capital Advisors | 154k | $6.8M | -95% | Dec 2025 |
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| EWG Elevate | 149k | $6.5M | 1% | Sep 2025 |
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| CFS Investment Advisory Services | 141k | $6.2M | 63% | Dec 2025 |
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| Farther Finance Advisors | 140k | $6.2M | 54% | Dec 2025 |
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| Investors Research Corp | 137k | $6.1M | 6% | Dec 2025 |
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| Compass Financial Services | 136k | $6.0M | 7% | Dec 2025 |
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| Tudor Investment Corporation | 135k | $5.9M | 2701% | Sep 2025 |
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| Prosperity Consulting Group | 134k | $5.9M | 1% | Dec 2025 |
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| Harvest Investment Services | 131k | $5.8M | -1% | Dec 2025 |
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| International Assets Investment Management | 130k | $5.8M | 4% | Dec 2025 |
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| Mml Investors Services | 129k | $5.7M | -1% | Dec 2025 |
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| VestGen Advisors | 125k | $5.6M | -32% | Dec 2025 |
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| Goss Wealth Management | 123k | $5.4M | -18% | Dec 2025 |
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| HFG Advisors | 120k | $5.3M | -2% | Dec 2025 |
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| Independent Advisor Alliance | 119k | $5.3M | 1% | Dec 2025 |
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| FSM Wealth Advisors | 118k | $5.2M | -4% | Dec 2025 |
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| Genesis Private Wealth | 117k | $5.2M | 6% | Dec 2025 |
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| Concurrent Investment Advisors | 115k | $5.1M | 4% | Dec 2025 |
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| Sigma Planning | 110k | $4.9M | 12% | Dec 2025 |
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| Kestra Private Wealth Services | 102k | $4.5M | 3% | Dec 2025 |
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| Elevated Capital Advisors | 98k | $4.3M | -2% | Dec 2025 |
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| IHT Wealth Management | 96k | $4.2M | -1% | Dec 2025 |
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| Wedbush Morgan Securities | 95k | $4.2M | 30% | Dec 2025 |
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| Stratos Wealth Partners | 94k | $4.2M | -3% | Dec 2025 |
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| Wisconsin Wealth Advisors | 93k | $4.1M | -4% | Dec 2025 |
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| Benjamin Edwards | 92k | $4.1M | 5% | Dec 2025 |
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| Summit Financial | 90k | $4.0M | 7% | Dec 2025 |
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| Arkadios Wealth Advisors | 90k | $4.0M | 13% | Dec 2025 |
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| Gateway Wealth Partners | 87k | $3.9M | 2% | Dec 2025 |
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| PCG Wealth Advisors | 87k | $3.8M | -6% | Dec 2025 |
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| Snowden Capital Advisors | 82k | $3.7M | 3% | Dec 2025 |
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| Envestnet Portfolio Solutions | 82k | $3.7M | -10% | Dec 2025 |
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| PMG Wealth Management | 80k | $3.5M | 8% | Dec 2025 |
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| Proactive Wealth Strategies | 78k | $3.5M | 0% | Dec 2025 |
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| Oppenheimer & Co | 78k | $3.5M | -5% | Dec 2025 |
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| Maia Wealth | 77k | $3.9M | 42% | Dec 2025 |
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| Total Clarity Wealth Management | 75k | $3.3M | 0% | Dec 2025 |
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| Founders Grove Wealth Partners | 75k | $3.3M | -1% | Dec 2025 |
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| Salomon & Ludwin | 74k | $3.4M | -1% | Dec 2025 |
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| Davenport & Co | 74k | $3.3M | -1% | Dec 2025 |
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| Pensionmark Financial Group | 74k | $3.2M | 7% | Dec 2025 |
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| SNS Financial | 73k | $3.2M | -3% | Dec 2025 |
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| ROI Financial Advisors | 73k | $3.2M | 0% | Dec 2025 |
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| Turning Point Benefit Group | 71k | $3.2M | 30% | Dec 2025 |
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| Milestones Private Investment Advisors | 70k | $3.1M | 93% | Dec 2025 |
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| Kingsview Wealth Management | 69k | $3.1M | 10% | Dec 2025 |
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| Principal Securities | 69k | $3.0M | 3% | Dec 2025 |
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| Stratos Wealth Advisors | 68k | $3.0M | 2% | Dec 2025 |
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| Hidden Cove Wealth Management | 68k | $3.0M | 23% | Dec 2025 |
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| Citadel Advisors | 67k | $2.9M | 100% | Sep 2025 |
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| Brian McDonald | 65k | $2.9M | -3% | Dec 2025 |
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| Forge Financial Services | 64k | $2.8M | -1% | Dec 2025 |
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| Wetzel Investment Advisors | 63k | $2.8M | -1% | Dec 2025 |
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| VisionPoint Advisory Group | 61k | $2.7M | 47% | Dec 2025 |
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| ORG Partners | 59k | $2.6M | -5% | Dec 2025 |
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| N.E.W. Advisory Services | 57k | $2.5M | 656% | Dec 2025 |
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| Streettalk Advisors | 56k | $2.5M | 7% | Dec 2025 |
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| Collaborative Wealth Managment | 56k | $2.5M | 3% | Dec 2025 |
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| Comprehensive Financial Consultants Institutional | 55k | $2.4M | 1% | Dec 2025 |
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| Sargent Investment Group | 54k | $2.4M | 8% | Dec 2025 |
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| CWM | 54k | $2.4M | 140% | Dec 2025 |
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| O'shaughnessy Asset Management | 52k | $2.3M | 2% | Dec 2025 |
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| Teamwork Financial Advisors | 52k | $2.3M | 6% | Dec 2025 |
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| PFG Investments | 51k | $2.3M | 8% | Dec 2025 |
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| Integrated Wealth Concepts | 51k | $2.2M | -24% | Dec 2025 |
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| Arete Wealth Advisors | 50k | $2.2M | 14% | Dec 2025 |
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| Beacon Financial Advisory | 49k | $2.2M | 45% | Dec 2025 |
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| CLS Investments | 48k | $2.1M | -21% | Dec 2025 |
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| Qube Research & Technologies | 48k | $2.1M | -43% | Dec 2025 |
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| Us Bancorp | 46k | $2.1M | 4% | Dec 2025 |
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| Marshall Investment Management | 46k | $2.0M | -1% | Dec 2025 |
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| AE Wealth Management | 45k | $2.0M | 7% | Dec 2025 |
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| IFP Advisors | 44k | $2.0M | 0% | Dec 2025 |
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| Quad-Cities Investment Group | 44k | $1.9M | -3% | Dec 2025 |
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| Sanctuary Advisors | 44k | $1.9M | 14% | Dec 2025 |
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| PKS Advisory Services | 43k | $1.9M | -1% | Dec 2025 |
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| Kingswood Wealth Advisors | 42k | $1.9M | 81% | Dec 2025 |
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| Golden State Wealth Management | 41k | $1.8M | 14% | Dec 2025 |
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| Fortis Group Advisors | 41k | $2.0M | -46% | Dec 2025 |
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| Natixis Asset Management Advisors | 40k | $1.8M | 100% | Dec 2025 |
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| GRT Capital Partners | 40k | $1.8M | 100% | Dec 2025 |
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| Coppell Advisory Solutions | 40k | $1.8M | -25% | Dec 2025 |
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| Gladstone Institutional Advisory | 40k | $1.8M | 1% | Dec 2025 |
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| Mission Creek Capital Partners | 39k | $1.7M | -3% | Dec 2025 |
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| Renaissance Technologies | 39k | $1.7M | 2% | Dec 2025 |
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| Jaffetilchin Investment Partners | 38k | $1.7M | 25% | Dec 2025 |
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| Monticello Wealth Management | 38k | $1.7M | 0% | Dec 2025 |
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| Private Trust Co Na | 36k | $1.6M | 6% | Dec 2025 |
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| BBK Capital Partners | 36k | $1.6M | 3% | Dec 2025 |
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| Nbc Securities | 36k | $1.6M | -2% | Dec 2025 |
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| We Are One Seven | 36k | $1.6M | -11% | Dec 2025 |
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| Guerra Advisors | 33k | $1.4M | -83% | Sep 2025 |
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| TD Waterhouse Canada | 33k | $1.5M | -10% | Dec 2025 |
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| Park Square Financial Group | 30k | $1.2M | -22% | Dec 2025 |
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| Capital Analysts | 29k | $1.3M | -71% | Dec 2025 |
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| Smith, Moore & Co. | 26k | $1.1M | -48% | Dec 2025 |
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| RFG - Bristol Wealth Advisors | 26k | $1.1M | -45% | Dec 2025 |
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| Atlas Private Wealth Advisors | 18k | $799k | -51% | Dec 2025 |
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| Bank of New York Mellon | 17k | $737k | -58% | Dec 2025 |
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| Sowell Financial Services | 13k | $559k | -94% | Dec 2025 |
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| Intl Fcstone | 12k | $544k | -72% | Dec 2025 |
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| Ameritas Advisory Services | 12k | $523k | -80% | Dec 2025 |
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| Mount Yale Investment Advisors | 11k | $470k | -77% | Dec 2025 |
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| Resources Investment Advisors | 9.8k | $433k | -79% | Dec 2025 |
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Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| World Equity Group | Sep 2025 | 161k | $7.0M |
| GDS Wealth Management | Sep 2025 | 50k | $2.2M |