Who owns First Trust Morningstar Divid Ledr?

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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 9.2M $307M -10% Sep 2023
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Morgan Stanley 7.2M $242M -9% Sep 2023
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Wells Fargo & Company 2.8M $101M -12% Dec 2023
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Ameriprise Financial 2.6M $86M 7% Sep 2023
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Cetera Investment Advisers 2.3M $79M 0% Sep 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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Csenge Advisory Group 1.6M $52M 4% Sep 2023
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Multi-Financial Securities 1.5M $49M 3% Sep 2023
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Northwestern Mutual Wealth Management Company 1.4M $48M -17% Sep 2023
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Envestnet Asset Management 1.4M $47M -2% Sep 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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Stephens 1.2M $40M 0% Sep 2023
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Jpmorgan Chase & Co 1.1M $39M 4% Dec 2023
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Kowal Investment Group 1.1M $39M 0% Dec 2023
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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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Financial Network Investment Corporation 712k $24M -22% Sep 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 402k $14M -1% Dec 2023
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Kestra Advisory Services 336k $12M 9% Dec 2023
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Integrated Wealth Concepts 333k $11M -3% Sep 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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ICA Group Wealth Management 275k $9.2M 19% Sep 2023
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Elevated Capital Advisors 271k $9.7M 0% Dec 2023
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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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First Trust Advisors 201k $6.7M -32% Sep 2023
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Virtu Financial 200k $6.7M 68% Sep 2023
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Mml Investors Services 193k $6.5M -22% Sep 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 $6.6M -2% Dec 2023
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Rockefeller Capital Management 182k $6.5M 46% Dec 2023
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Goss Wealth Management 177k $5.9M -13% Sep 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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Wealth Enhancement Advisory Services 145k $5.2M -10% Dec 2023
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PCG Wealth Advisors 142k $5.1M -11% Dec 2023
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Envestnet Portfolio Solutions 136k $4.9M 100% Dec 2023
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Atria Wealth Solutions 130k $4.7M -33% Dec 2023
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International Assets Investment Management 130k $4.6M 19% Dec 2023
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Equitable Holdings 128k $4.3M -8% Sep 2023
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Atria Investments 120k $4.3M -29% Dec 2023
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HFG Advisors 116k $4.2M -2% 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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Wetzel Investment Advisors 113k $4.1M 100% Dec 2023
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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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Oppenheimer & Co 98k $3.3M -3% Sep 2023
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Next Level Private 97k $3.5M -4% Dec 2023
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Teamwork Financial Advisors 95k $3.4M -16% Dec 2023
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Rehmann Capital Advisory 94k $3.2M -5% Sep 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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Manchester Financial 91k $3.3M -6% Dec 2023
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Susquehanna International 91k $3.0M -28% Sep 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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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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Goldman Sachs Group 86k $2.9M 13% Sep 2023
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Benjamin F. Edwards & Company 85k $3.2M -6% Dec 2023
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Resources Investment Advisors 85k $2.8M 26% Sep 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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Brian McDonald 83k $2.8M 100% Sep 2023
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Citadel Advisors 83k $3.0M 87% Dec 2023
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Stratos Wealth Partners 81k $2.9M 10% 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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Hobart Private Capital 77k $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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National Asset Management 75k $2.5M 13% Sep 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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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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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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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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Cedrus 60k $2.1M 8% 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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Quad-Cities Investment Group 55k $2.0M -11% 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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GeoWealth Management 54k $1.8M -25% Sep 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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Independent Advisor Alliance 51k $1.8M 22% Dec 2023
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Us Bancorp 50k $1.8M 55% Dec 2023
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IHT Wealth Management 49k $1.6M 7% Sep 2023
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Belpointe Asset Management 48k $1.6M -1% Sep 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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Tower Research Capital 45k $1.5M -39% Sep 2023
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Bank of New York Mellon 44k $1.6M -24% Dec 2023
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Nbc Securities 42k $1.5M -10% 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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Gateway Wealth Partners 37k $1.2M 27% Sep 2023
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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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Strategic Investment Solutions 32k $1.1M 2000% Sep 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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First Republic Investment Management 30k $997k -52% Sep 2023
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Western Wealth Management 29k $1.0M -4% 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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Cornerstone Wealth Management 24k $863k -29% 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
Churchill Management Corp. Sep 2023 149k $5.0M
Pacific Wealth Management Sep 2023 118k $3.9M
360 Financial Jun 2023 79k $2.7M
Bank Of Montreal Sep 2023 59k $2.1M
OneAscent Wealth Management Sep 2023 56k $1.9M
Prosperity Financial Group Jun 2023 43k $1.5M
N.E.W. Advisory Services Sep 2023 38k $1.3M
Two Sigma Investments Sep 2023 33k $1.1M