Who owns First Trust Morningstar Divid Ledr?
- Ticker: FDL
- CUSIP Number: 336917109
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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 | $530M | 3% | Sep 2025 |
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| Morgan Stanley | 7.8M | $328M | 100% | Jun 2025 |
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| Raymond James Financial | 4.5M | $196M | 7% | Sep 2025 |
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| Ameriprise Financial | 4.0M | $173M | 2% | Sep 2025 |
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| Wells Fargo & Company | 3.2M | $137M | 3% | Sep 2025 |
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| SRS Capital Advisors | 3.1M | $352M | 2127% | Sep 2025 |
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| Royal Bank of Canada | 2.5M | $108M | 8% | Sep 2025 |
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| UBS Group | 2.3M | $101M | -2% | Sep 2025 |
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| Cetera Investment Advisers | 2.3M | $101M | 12% | Sep 2025 |
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| Stifel Financial | 1.8M | $79M | -11% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.8M | $78M | 4% | Sep 2025 |
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| Csenge Advisory Group | 1.8M | $77M | 0% | Sep 2025 |
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| Rockport Wealth | 1.6M | $71M | -16% | Sep 2025 |
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| Advisor Group Holdings | 1.6M | $67M | 4% | Sep 2025 |
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| Envestnet Asset Management | 1.3M | $58M | 6% | Sep 2025 |
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| Private Advisor | 1.3M | $55M | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.1M | $46M | 5% | Sep 2025 |
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| Commonwealth Equity Services | 932k | $41M | -1% | Sep 2025 |
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| Jones Financial Companies, L.L | 893k | $39M | 26% | Sep 2025 |
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| TRUE Private Wealth Advisors | 751k | $33M | -1% | Sep 2025 |
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| Branch Banking & Trust Company | 680k | $30M | 4% | Sep 2025 |
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| Janney Montgomery Scott | 641k | $28M | 0% | Sep 2025 |
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| Goldman Sachs Group | 570k | $25M | 5599% | Sep 2025 |
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| Stephens | 521k | $23M | 0% | Sep 2025 |
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| Southland Equity Partners | 509k | $22M | -1% | Sep 2025 |
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| Beacon Financial | 495k | $22M | -1% | Sep 2025 |
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| D.A. Davidson & Co. | 489k | $21M | 3% | Sep 2025 |
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| HighTower Advisors | 452k | $20M | 2% | Sep 2025 |
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| Baird Financial | 437k | $19M | 398% | Sep 2025 |
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| Kestra Advisory Services | 427k | $19M | 9% | Sep 2025 |
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| Harbour Investments | 357k | $16M | -5% | Sep 2025 |
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| Manchester Financial | 302k | $13M | 12% | Sep 2025 |
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| HC Advisors | 298k | $13M | -22% | Sep 2025 |
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| Goldstone Financial Group | 285k | $12M | 29% | Sep 2025 |
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| Hobart Private Capital | 278k | $12M | 12% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 261k | $12M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 257k | $11M | -74% | Sep 2025 |
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| Next Level Private | 251k | $11M | -1% | Sep 2025 |
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| Prospera Financial Services | 249k | $11M | -15% | Sep 2025 |
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| Mariner Wealth Advisors | 246k | $11M | 17% | Sep 2025 |
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| McAdam | 236k | $10M | 4% | Sep 2025 |
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| Creative Planning | 231k | $10M | -46% | Sep 2025 |
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| Summit Financial Wealth Advisors | 229k | $10M | 4% | Sep 2025 |
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| Equitable Holdings | 215k | $9.3M | 13% | Sep 2025 |
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| RFG Advisory | 214k | $9.3M | 32% | Sep 2025 |
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| Rehmann Capital Advisory | 203k | $8.8M | 3% | Sep 2025 |
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| First Trust Advisors | 200k | $8.7M | -3% | Sep 2025 |
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| Rockefeller Capital Management | 197k | $8.6M | -1% | Sep 2025 |
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| Sowell Financial Services | 194k | $8.4M | 3431% | Sep 2025 |
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| VestGen Advisors | 184k | $8.0M | 5% | Sep 2025 |
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| Key Client Fiduciary Advisors | 182k | $7.9M | 0% | Sep 2025 |
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| Del-Sette Capital Management | 182k | $7.9M | -2% | Sep 2025 |
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| Bennett Associates Wealth Management | 178k | $7.7M | 42% | Sep 2025 |
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| Steward Partners Investment Advisory | 177k | $7.7M | -2% | Sep 2025 |
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| BlueChip Wealth Advisors | 175k | $7.6M | -6% | Sep 2025 |
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| Hanson McClain Advisors | 173k | $7.5M | 0% | Sep 2025 |
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| JFS Wealth Advisors | 166k | $7.2M | 8% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 163k | $7.1M | 11% | Sep 2025 |
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| World Equity Group | 161k | $7.0M | 8% | Sep 2025 |
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| Atria Wealth Solutions | 161k | $6.9M | -18% | Jun 2025 |
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| Cozad Asset Management | 157k | $6.8M | -1% | Sep 2025 |
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| Retirement Network | 156k | $6.8M | 1% | Sep 2025 |
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| J.w. Cole Advisors | 153k | $6.6M | 12% | Sep 2025 |
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| Triumph Capital Management | 151k | $6.5M | 215% | Sep 2025 |
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| Goss Wealth Management | 150k | $6.5M | 19% | Sep 2025 |
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| EWG Elevate | 149k | $6.5M | 1% | Sep 2025 |
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| Tudor Investment Corporation | 135k | $5.9M | 2701% | Sep 2025 |
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| Prosperity Consulting Group | 133k | $5.8M | 6% | Sep 2025 |
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| Harvest Investment Services | 132k | $5.7M | 0% | Sep 2025 |
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| Mml Investors Services | 131k | $5.7M | -13% | Sep 2025 |
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| Investors Research Corp | 129k | $5.6M | 6% | Sep 2025 |
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| Compass Financial Services | 127k | $5.5M | 14% | Sep 2025 |
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| H D Vest Advisory Services | 125k | $5.2M | -30% | Jun 2025 |
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| International Assets Investment Management | 125k | $5.3M | 0% | Sep 2025 |
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| HFG Advisors | 123k | $5.3M | 0% | Sep 2025 |
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| FSM Wealth Advisors | 122k | $5.3M | -2% | Sep 2025 |
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| Independent Advisor Alliance | 117k | $5.1M | -2% | Sep 2025 |
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| Genesis Private Wealth | 110k | $4.8M | 3% | Sep 2025 |
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| Concurrent Investment Advisors | 110k | $4.8M | -4% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 100k | $4.3M | -33% | Sep 2025 |
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| Capital Analysts | 100k | $4.3M | 12% | Sep 2025 |
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| Elevated Capital Advisors | 100k | $4.3M | -5% | Sep 2025 |
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| Kestra Private Wealth Services | 99k | $4.3M | 22% | Sep 2025 |
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| Sigma Planning | 98k | $4.3M | -6% | Sep 2025 |
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| Wisconsin Wealth Advisors | 97k | $4.2M | 100% | Sep 2025 |
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| Stratos Wealth Partners | 97k | $4.2M | -2% | Sep 2025 |
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| IHT Wealth Management | 97k | $4.2M | 8% | Sep 2025 |
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| PCG Wealth Advisors | 93k | $4.0M | 10% | Sep 2025 |
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| Envestnet Portfolio Solutions | 92k | $4.0M | -4% | Sep 2025 |
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| Farther Finance Advisors | 91k | $4.0M | 26% | Sep 2025 |
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| Benjamin Edwards | 87k | $3.8M | 6% | Sep 2025 |
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| CFS Investment Advisory Services | 86k | $3.7M | 0% | Sep 2025 |
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| Gateway Wealth Partners | 85k | $3.7M | 27% | Sep 2025 |
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| Good Life Advisors | 85k | $3.6M | 25% | Jun 2025 |
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| Summit Financial | 84k | $3.7M | 25% | Sep 2025 |
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| Qube Research & Technologies | 83k | $3.6M | -27% | Sep 2025 |
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| Oppenheimer & Co | 83k | $3.6M | -3% | Sep 2025 |
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| Snowden Capital Advisors | 80k | $3.5M | 0% | Sep 2025 |
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| Arkadios Wealth Advisors | 79k | $3.4M | 9% | Sep 2025 |
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| Proactive Wealth Strategies | 78k | $3.4M | 0% | Sep 2025 |
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| Fortis Group Advisors | 75k | $3.2M | -3% | Sep 2025 |
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| Founders Grove Wealth Partners | 75k | $3.3M | -1% | Sep 2025 |
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| SNS Financial | 75k | $3.3M | -11% | Sep 2025 |
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| Salomon & Ludwin | 75k | $3.3M | -5% | Sep 2025 |
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| Total Clarity Wealth Management | 75k | $3.2M | 0% | Sep 2025 |
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| Davenport & Co | 75k | $3.2M | -3% | Sep 2025 |
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| PMG Wealth Management | 74k | $3.2M | 4% | Sep 2025 |
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| Wedbush Morgan Securities | 73k | $3.2M | 56% | Sep 2025 |
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| ROI Financial Advisors | 73k | $3.2M | -1% | Sep 2025 |
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| Pensionmark Financial Group | 69k | $3.0M | 161% | Sep 2025 |
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| Citadel Advisors | 67k | $2.9M | 100% | Sep 2025 |
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| Brian McDonald | 67k | $2.9M | 2% | Sep 2025 |
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| Principal Securities | 67k | $2.9M | 70% | Sep 2025 |
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| Stratos Wealth Advisors | 67k | $2.9M | 8% | Sep 2025 |
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| Integrated Wealth Concepts | 66k | $2.9M | 11% | Sep 2025 |
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| Forge Financial Services | 65k | $2.8M | -3% | Sep 2025 |
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| Wetzel Investment Advisors | 64k | $2.8M | -2% | Sep 2025 |
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| Kingsview Wealth Management | 63k | $2.7M | 10% | Sep 2025 |
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| ORG Partners | 62k | $2.7M | 15% | Sep 2025 |
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| CLS Investments | 61k | $2.6M | -4% | Sep 2025 |
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| Ameritas Advisory Services | 60k | $2.6M | 22% | Sep 2025 |
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| Hidden Cove Wealth Management | 55k | $2.4M | 23% | Sep 2025 |
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| Turning Point Benefit Group | 55k | $2.4M | 156% | Sep 2025 |
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| Collaborative Wealth Managment | 54k | $2.4M | -1% | Sep 2025 |
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| Comprehensive Financial Consultants Institutional | 54k | $2.4M | 2% | Sep 2025 |
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| Maia Wealth | 54k | $2.3M | 17% | Sep 2025 |
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| Coppell Advisory Solutions | 53k | $2.3M | 8% | Sep 2025 |
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| Streettalk Advisors | 53k | $2.3M | 0% | Sep 2025 |
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| Vestmark Advisory Solutions | 51k | $2.2M | -52% | Sep 2025 |
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| O'shaughnessy Asset Management | 51k | $2.2M | 67% | Sep 2025 |
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| Sargent Investment Group | 50k | $2.2M | -18% | Sep 2025 |
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| Smith, Moore & Co. | 50k | $2.2M | 10% | Sep 2025 |
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| GDS Wealth Management | 50k | $2.2M | -4% | Sep 2025 |
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| Teamwork Financial Advisors | 49k | $2.1M | 0% | Sep 2025 |
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| PFG Investments | 47k | $2.1M | -2% | Sep 2025 |
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| Resources Investment Advisors | 47k | $2.1M | -2% | Sep 2025 |
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| Mount Yale Investment Advisors | 47k | $2.0M | 100% | Sep 2025 |
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| RFG - Bristol Wealth Advisors | 47k | $2.0M | -18% | Sep 2025 |
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| Marshall Investment Management | 46k | $2.0M | 100% | Sep 2025 |
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| Quad-Cities Investment Group | 45k | $2.0M | -2% | Sep 2025 |
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| Us Bancorp | 45k | $1.9M | 13% | Sep 2025 |
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| IFP Advisors | 44k | $1.9M | 0% | Sep 2025 |
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| Arete Wealth Advisors | 44k | $1.9M | 3% | Sep 2025 |
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| Intl Fcstone | 44k | $1.9M | 1% | Sep 2025 |
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| PKS Advisory Services | 43k | $1.9M | 100% | Sep 2025 |
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| AE Wealth Management | 42k | $1.8M | 10% | Sep 2025 |
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| VisionPoint Advisory Group | 42k | $1.8M | 0% | Sep 2025 |
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| Mission Creek Capital Partners | 40k | $1.8M | 0% | Sep 2025 |
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| We Are One Seven | 40k | $1.7M | 32% | Sep 2025 |
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| Bank of New York Mellon | 39k | $1.7M | 50% | Sep 2025 |
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| Park Square Financial Group | 38k | $1.6M | -43% | Sep 2025 |
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| Atlas Private Wealth Advisors | 37k | $1.6M | -14% | Sep 2025 |
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| TD Waterhouse Canada | 37k | $1.6M | -55% | Sep 2025 |
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| Guerra Advisors | 33k | $1.4M | -83% | Sep 2025 |
|
Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Hapoalim Bm | Jun 2025 | 348k | $15M |
| WJ Wealth Management | Jun 2025 | 186k | $7.8M |
| Mach-1 Financial Group | Jun 2025 | 178k | $7.5M |
| Per Stirling Capital Management | Jun 2025 | 107k | $4.5M |
| Babson Capital Management | Jun 2025 | 88k | $3.7M |
| RiverTree Advisors | Jun 2025 | 57k | $2.4M |