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 | 8.5M | $355M | 7% | Sep 2024 |
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| Wells Fargo & Company | 2.5M | $104M | 9% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.9M | $82M | 0% | Sep 2024 |
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| UBS Group | 1.8M | $76M | 2% | Sep 2024 |
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| Cetera Investment Advisers | 1.8M | $75M | 1% | Sep 2024 |
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| Csenge Advisory Group | 1.7M | $73M | -1% | Sep 2024 |
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| Bank of America Corporation | 1.7M | $71M | -2% | Sep 2024 |
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| Royal Bank of Canada | 1.7M | $70M | 4% | Sep 2024 |
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| Rockport Wealth | 1.6M | $68M | 100% | Sep 2024 |
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| Ameriprise Financial | 1.6M | $66M | -33% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.5M | $63M | 4% | Sep 2024 |
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| Advisor Group Holdings | 1.3M | $53M | 100% | Sep 2024 |
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| Raymond James & Associates | 1.0M | $44M | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.0M | $43M | 8% | Sep 2024 |
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| Envestnet Asset Management | 1.0M | $43M | 2% | Sep 2024 |
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| Stifel Financial | 1.0M | $43M | 0% | Sep 2024 |
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| TRUE Private Wealth Advisors | 975k | $41M | -6% | Sep 2024 |
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| Commonwealth Equity Services | 854k | $36M | -5% | Sep 2024 |
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| Kowal Investment Group | 849k | $36M | -1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 724k | $30M | 8% | Sep 2024 |
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| Janney Montgomery Scott | 581k | $23M | 3% | Dec 2024 |
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| Branch Banking & Trust Company | 570k | $24M | 4% | Sep 2024 |
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| Beacon Financial | 529k | $22M | 0% | Sep 2024 |
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| Stephens | 501k | $21M | -3% | Sep 2024 |
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| Southland Equity Partners | 481k | $19M | 1% | Dec 2024 |
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| Private Advisor | 473k | $20M | 12% | Sep 2024 |
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| HighTower Advisors | 431k | $18M | -1% | Sep 2024 |
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| HC Advisors | 370k | $16M | 8% | Sep 2024 |
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| Bank Hapoalim Bm | 348k | $14M | 0% | Dec 2024 |
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| Two Sigma Investments | 332k | $14M | 100% | Sep 2024 |
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| Harbour Investments | 265k | $11M | -2% | Sep 2024 |
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| Kestra Advisory Services | 257k | $11M | -25% | Sep 2024 |
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| Next Level Private | 245k | $9.9M | 6% | Dec 2024 |
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| D.A. Davidson & Co. | 242k | $10M | 9% | Sep 2024 |
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| Steward Partners Investment Advisory | 229k | $9.6M | -1% | Sep 2024 |
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| Summit Financial Wealth Advisors | 208k | $8.7M | 2% | Sep 2024 |
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| McAdam | 192k | $7.7M | 100% | Dec 2024 |
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| Prospera Financial Services | 189k | $8.0M | -2% | Sep 2024 |
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| Rockefeller Capital Management | 186k | $7.8M | 8% | Sep 2024 |
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| Key Client Fiduciary Advisors | 175k | $7.0M | -2% | Dec 2024 |
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| First Trust Advisors | 174k | $7.3M | 100% | Sep 2024 |
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| Hanson McClain Advisors | 171k | $7.2M | -8% | Sep 2024 |
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| Manchester Financial | 170k | $7.1M | 3% | Sep 2024 |
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| Equitable Holdings | 166k | $6.9M | 52% | Sep 2024 |
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| Hobart Private Capital | 163k | $6.8M | 9% | Sep 2024 |
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| BlueChip Wealth Advisors | 157k | $6.6M | 0% | Sep 2024 |
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| Retirement Network | 156k | $6.5M | 2% | Sep 2024 |
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| JFS Wealth Advisors | 155k | $6.5M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 154k | $6.5M | 66% | Sep 2024 |
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| Harvest Investment Services | 149k | $6.3M | 4% | Sep 2024 |
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| Cozad Asset Management | 145k | $6.1M | -3% | Sep 2024 |
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| H D Vest Advisory Services | 139k | $5.8M | -34% | Sep 2024 |
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| Mml Investors Services | 134k | $5.6M | 3% | Sep 2024 |
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| Rehmann Capital Advisory | 132k | $5.5M | 6% | Sep 2024 |
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| Fortis Group Advisors | 127k | $5.3M | 669% | Sep 2024 |
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| World Equity Group | 127k | $5.3M | 3% | Sep 2024 |
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| International Assets Investment Management | 125k | $5.0M | -98% | Dec 2024 |
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| AIFG Consultants | 125k | $5.2M | -8% | Sep 2024 |
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| First Heartland Consultants | 118k | $4.9M | -51% | Sep 2024 |
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| HFG Advisors | 118k | $4.7M | -1% | Dec 2024 |
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| Elevated Capital Advisors | 117k | $4.7M | -2% | Dec 2024 |
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| Goss Wealth Management | 112k | $4.7M | -10% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 112k | $4.7M | 100% | Sep 2024 |
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| Envestnet Portfolio Solutions | 110k | $4.6M | -1% | Sep 2024 |
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| Susquehanna International | 110k | $4.6M | 209% | Sep 2024 |
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| Wetzel Investment Advisors | 108k | $4.4M | -3% | Dec 2024 |
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| Kestra Private Wealth Services | 108k | $4.5M | 5% | Sep 2024 |
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| Concurrent Investment Advisors | 107k | $4.5M | 2% | Sep 2024 |
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| Genesis Private Wealth | 101k | $4.1M | 100% | Dec 2024 |
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| Stratos Wealth Partners | 98k | $4.0M | -1% | Dec 2024 |
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| Bennett Associates Wealth Management | 96k | $3.9M | 5% | Dec 2024 |
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| Jones Financial Companies, L.L | 95k | $4.0M | 100% | Sep 2024 |
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| Independent Advisor Alliance | 94k | $3.9M | 4% | Sep 2024 |
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| SNS Financial | 92k | $3.8M | -9% | Sep 2024 |
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| Mach-1 Financial Group | 91k | $3.8M | -46% | Sep 2024 |
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| Investors Research Corp | 89k | $3.7M | 11% | Sep 2024 |
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| Baird Financial | 88k | $3.7M | 11% | Sep 2024 |
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| Prosperity Consulting Group | 87k | $3.7M | 100% | Sep 2024 |
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| Salomon & Ludwin | 85k | $3.6M | -11% | Sep 2024 |
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| Benjamin Edwards | 85k | $3.5M | 1642% | Sep 2024 |
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| Sigma Planning | 84k | $3.5M | -9% | Sep 2024 |
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| CFS Investment Advisory Services | 83k | $3.3M | -2% | Dec 2024 |
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| Atria Wealth Solutions | 82k | $3.4M | -8% | Sep 2024 |
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| PCG Wealth Advisors | 80k | $3.2M | -2% | Dec 2024 |
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| RiverTree Advisors | 79k | $3.2M | 855% | Dec 2024 |
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| Founders Grove Wealth Partners | 78k | $3.1M | 100% | Dec 2024 |
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| Orion Portfolio Solutions | 77k | $3.2M | 100% | Sep 2024 |
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| Cedrus | 77k | $3.2M | 8% | Sep 2024 |
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| Citigroup | 75k | $3.2M | 3% | Sep 2024 |
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| Total Clarity Wealth Management | 75k | $3.0M | 0% | Dec 2024 |
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| IHT Wealth Management | 74k | $3.1M | 4% | Sep 2024 |
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| Tudor Investment Corporation | 74k | $3.1M | 145% | Sep 2024 |
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| ROI Financial Advisors | 74k | $3.1M | 3% | Sep 2024 |
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| Proactive Wealth Strategies | 72k | $3.0M | 100% | Sep 2024 |
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| Raymond James Trust | 72k | $3.0M | 19% | Sep 2024 |
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| Foundations Investment Advisors | 71k | $2.8M | -2% | Dec 2024 |
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| Davenport & Co | 70k | $2.8M | -4% | Dec 2024 |
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| Oppenheimer & Co | 65k | $2.7M | 100% | Sep 2024 |
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| Vestmark Advisory Solutions | 64k | $2.7M | -1% | Sep 2024 |
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| GDS Wealth Management | 64k | $2.6M | -4% | Dec 2024 |
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| J.w. Cole Advisors | 63k | $2.7M | 0% | Sep 2024 |
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| Brian McDonald | 63k | $2.6M | -2% | Sep 2024 |
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| Spectrum Wealth Advisory Group | 60k | $2.5M | -79% | Sep 2024 |
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| Sargent Investment Group | 58k | $2.3M | -7% | Dec 2024 |
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| Collaborative Wealth Managment | 57k | $2.4M | -3% | Sep 2024 |
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| Ameritas Advisory Services | 57k | $2.3M | -1% | Dec 2024 |
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| National Asset Management | 55k | $2.3M | -36% | Sep 2024 |
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| Snowden Capital Advisors | 53k | $2.2M | -1% | Sep 2024 |
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| Streettalk Advisors | 51k | $2.1M | -3% | Sep 2024 |
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| Comprehensive Financial Consultants Institutional | 49k | $2.0M | 0% | Dec 2024 |
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| Teamwork Financial Advisors | 49k | $2.0M | -19% | Dec 2024 |
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| ORG Partners | 49k | $2.0M | 344% | Dec 2024 |
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| Good Life Advisors | 48k | $2.0M | 104% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 48k | $2.0M | 8% | Dec 2024 |
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| Quad-Cities Investment Group | 47k | $1.9M | -7% | Dec 2024 |
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| FinTrust Capital Advisors | 46k | $1.9M | 6% | Sep 2024 |
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| Qube Research & Technologies | 44k | $1.9M | 100% | Sep 2024 |
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| Arete Wealth Advisors | 43k | $1.8M | 100% | Sep 2024 |
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| Monticello Wealth Management | 41k | $1.7M | 0% | Sep 2024 |
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| Mission Creek Capital Partners | 41k | $1.7M | 0% | Sep 2024 |
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| Integrated Wealth Concepts | 41k | $1.7M | -66% | Sep 2024 |
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| Sanctuary Advisors | 40k | $1.7M | -1% | Sep 2024 |
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| PFG Investments | 39k | $1.6M | 5% | Dec 2024 |
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| Gateway Wealth Partners | 39k | $1.6M | 8% | Dec 2024 |
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| Kingsview Wealth Management | 38k | $1.6M | 2% | Sep 2024 |
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| AE Wealth Management | 38k | $1.6M | -4% | Sep 2024 |
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| Smith, Moore & Co. | 37k | $1.5M | 2% | Sep 2024 |
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| Capital Analysts | 37k | $1.5M | 41% | Sep 2024 |
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| Resources Investment Advisors | 37k | $1.5M | 0% | Sep 2024 |
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| Gladstone Institutional Advisory | 36k | $1.5M | -30% | Sep 2024 |
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| Principal Securities | 36k | $1.5M | -8% | Sep 2024 |
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| Atria Investments | 35k | $1.5M | 2% | Sep 2024 |
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| Crumly & Associates | 35k | $1.5M | -7% | Sep 2024 |
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| Nations Financial Group | 33k | $1.4M | -1% | Sep 2024 |
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| Advisory Alpha | 33k | $1.3M | -16% | Dec 2024 |
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| We Are One Seven | 33k | $1.4M | -11% | Sep 2024 |
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| Santori & Peters | 33k | $1.4M | 242% | Sep 2024 |
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| Wedbush Morgan Securities | 32k | $1.4M | 18% | Sep 2024 |
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| Advisory Services Network | 32k | $1.2M | 0% | Sep 2024 |
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| Moors & Cabot | 32k | $1.3M | -5% | Sep 2024 |
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| Private Portfolio Partners | 31k | $1.3M | 100% | Sep 2024 |
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| Moloney Securities Asset Management | 31k | $1.3M | -3% | Sep 2024 |
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| Vontobel Holding | 30k | $1.3M | 100% | Sep 2024 |
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| Fsb Premier Wealth Management | 30k | $1.3M | -3% | Sep 2024 |
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| Private Trust Co Na | 30k | $1.3M | -2% | Sep 2024 |
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| Us Bancorp | 30k | $1.3M | -3% | Sep 2024 |
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| Creative Planning | 29k | $1.2M | 0% | Sep 2024 |
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| Daymark Wealth Partners | 29k | $1.2M | 20% | Dec 2024 |
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| CoreCap Advisors | 28k | $1.2M | 100% | Sep 2024 |
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| Ergawealth Advisors | 22k | $901k | -29% | Sep 2024 |
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| Lakeview Capital Partners | 18k | $757k | -65% | Sep 2024 |
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| Goldman Sachs Group | 10k | $420k | -90% | Sep 2024 |
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| Strategic Financial Concepts | 5.3k | $222k | -97% | Sep 2024 |
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| Tower Research Capital | 140.00 | $5.9k | -100% | Sep 2024 |
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| Nbc Securities | 30.00 | $1.2k | -100% | Dec 2024 |
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Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Retireful | Sep 2024 | 116k | $4.9M |
| Gts Securities | Jun 2024 | 109k | $4.1M |