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 11M $467M 18% Mar 2025
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Morgan Stanley 7.0M $281M 100% Dec 2024
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Raymond James Financial 3.8M $166M 21% Mar 2025
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Ameriprise Financial 3.3M $144M 10% Mar 2025
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Wells Fargo & Company 2.8M $122M 2% Mar 2025
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UBS Group 2.3M $102M 17% Mar 2025
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Bank of America Corporation 2.1M $84M 22% Dec 2024
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Royal Bank of Canada 2.0M $87M 1% Mar 2025
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Rockport Wealth 2.0M $86M 1% Mar 2025
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Cetera Investment Advisers 1.8M $72M 1% Dec 2024
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Csenge Advisory Group 1.8M $71M 2% Mar 2025
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Creative Planning 1.6M $68M 4206% Mar 2025
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Northwestern Mutual Wealth Management Company 1.6M $63M 4% Dec 2024
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Stifel Financial 1.2M $48M 17% Dec 2024
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Advisor Group Holdings 1.1M $48M -11% Mar 2025
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Envestnet Asset Management 1.1M $47M 7% Mar 2025
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Cambridge Investment Research Advisors 1.0M $45M 24% Mar 2025
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Jpmorgan Chase & Co 976k $42M -6% Mar 2025
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TRUE Private Wealth Advisors 957k $39M -2% Dec 2024
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Commonwealth Equity Services 756k $30M -11% Dec 2024
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Janney Montgomery Scott 619k $27M 7% Mar 2025
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Branch Banking & Trust Company 601k $26M 6% Mar 2025
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Private Advisor 531k $23M 5% Mar 2025
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Stephens 518k $23M -6% Mar 2025
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Beacon Financial 515k $22M -3% Mar 2025
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Southland Equity Partners 503k $22M 5% Mar 2025
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D.A. Davidson & Co. 437k $19M 14% Mar 2025
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HighTower Advisors 436k $18M 1% Dec 2024
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Redhawk Wealth Advisors 427k $19M 100% Mar 2025
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HC Advisors 369k $15M 0% Dec 2024
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Harbour Investments 351k $15M 7% Mar 2025
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Bank Hapoalim Bm 348k $15M 0% Mar 2025
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Kestra Advisory Services 341k $14M 32% Dec 2024
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Prospera Financial Services 275k $11M 45% Dec 2024
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First Heartland Consultants 274k $12M 125% Mar 2025
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WJ Wealth Management 273k $12M 100% Mar 2025
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Next Level Private 247k $11M 1% Mar 2025
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McAdam 230k $10M 20% Mar 2025
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Summit Financial Wealth Advisors 223k $9.3M 7% Dec 2024
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Elevation Capital Advisory 222k $9.6M 100% Mar 2025
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Mariner Wealth Advisors 216k $9.4M 2% Mar 2025
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Steward Partners Investment Advisory 206k $8.3M -10% Dec 2024
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Manchester Financial 205k $8.3M 21% Dec 2024
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Hobart Private Capital 202k $8.8M 6% Mar 2025
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Atria Wealth Solutions 196k $8.5M 101% Mar 2025
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Rockefeller Capital Management 191k $7.7M 3% Dec 2024
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BlueChip Wealth Advisors 184k $8.0M 12% Mar 2025
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Key Client Fiduciary Advisors 180k $7.8M 3% Mar 2025
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First Trust Advisors 177k $7.7M -2% Mar 2025
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Wiley Bros.-aintree Capital 177k $7.2M 59% Dec 2024
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Equitable Holdings 177k $7.1M 7% Dec 2024
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Rehmann Capital Advisory 175k $7.6M 19% Mar 2025
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Hanson McClain Advisors 173k $7.0M 2% Mar 2025
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Goldstone Financial Group 165k $7.2M 100% Mar 2025
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Fortis Group Advisors 165k $7.2M 20% Mar 2025
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Cozad Asset Management 158k $6.9M 3% Mar 2025
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Retirement Network 152k $6.6M -2% Mar 2025
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Harvest Investment Services 150k $6.0M 0% Dec 2024
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JFS Wealth Advisors 148k $6.4M -3% Mar 2025
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H D Vest Advisory Services 143k $5.7M 3% Dec 2024
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World Equity Group 139k $6.0M 6% Mar 2025
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Mml Investors Services 139k $5.6M 4% Dec 2024
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Wealth Enhancement Advisory Services 125k $5.4M 4% Mar 2025
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International Assets Investment Management 120k $5.2M -4% Mar 2025
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HFG Advisors 120k $5.2M 2% Mar 2025
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Envestnet Portfolio Solutions 120k $5.2M 2% Mar 2025
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Silver Oak Securities 118k $5.1M 436% Mar 2025
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Concurrent Investment Advisors 118k $5.1M -2% Mar 2025
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Renaissance Technologies 115k $5.0M 100% Mar 2025
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Kestra Private Wealth Services 113k $4.9M 6% Mar 2025
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Prosperity Consulting Group 112k $4.9M 9% Mar 2025
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Investors Research Corp 112k $4.8M 13% Mar 2025
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Guerra Advisors 111k $4.8M 100% Mar 2025
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Genesis Private Wealth 105k $4.6M 4% Mar 2025
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Elevated Capital Advisors 105k $4.6M -11% Mar 2025
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Wetzel Investment Advisors 104k $4.5M -4% Mar 2025
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Independent Advisor Alliance 102k $4.4M -48% Mar 2025
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J.w. Cole Advisors 100k $4.3M 49% Mar 2025
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Stratos Wealth Partners 99k $4.3M 1% Mar 2025
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Goss Wealth Management 98k $3.9M -13% Dec 2024
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Bennett Associates Wealth Management 96k $4.1M 0% Mar 2025
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Compass Financial Services 95k $3.8M 100% Dec 2024
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SRS Capital Advisors 92k $3.7M 100% Dec 2024
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GDS Wealth Management 91k $4.0M 41% Mar 2025
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Baird Financial 91k $3.7M 3% Dec 2024
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SNS Financial 86k $3.7M -5% Mar 2025
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Sigma Planning 86k $3.7M 1% Mar 2025
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PCG Wealth Advisors 83k $3.6M 4% Mar 2025
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CFS Investment Advisory Services 83k $3.6M -1% Mar 2025
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Park Square Financial Group 82k $3.5M -28% Mar 2025
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Benjamin Edwards 82k $3.5M -3% Mar 2025
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Global View Capital Management 81k $3.5M 100% Mar 2025
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Retireful 81k $4.4M 100% Mar 2025
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Salomon & Ludwin 80k $3.5M 0% Mar 2025
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Arkadios Wealth Advisors 79k $3.4M 218% Mar 2025
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Ameritas Advisory Services 78k $3.3M 38% Mar 2025
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Davenport & Co 78k $3.4M 12% Mar 2025
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Founders Grove Wealth Partners 77k $3.4M -1% Mar 2025
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Proactive Wealth Strategies 77k $3.4M -2% Mar 2025
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Orion Portfolio Solutions 75k $3.0M -2% Dec 2024
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Total Clarity Wealth Management 75k $3.0M 0% Mar 2025
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Citigroup 74k $3.2M -3% Mar 2025
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ROI Financial Advisors 72k $3.1M -3% Mar 2025
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IHT Wealth Management 71k $2.9M -4% Dec 2024
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Oppenheimer & Co 71k $3.1M 7% Mar 2025
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Forge Financial Services 70k $3.0M -4% Mar 2025
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Good Life Advisors 68k $3.0M 159% Mar 2025
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Babson Capital Management 67k $2.9M -8% Mar 2025
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Vestmark Advisory Solutions 65k $2.6M 1% Dec 2024
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Brian McDonald 65k $2.8M 3% Mar 2025
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Sargent Investment Group 61k $2.6M 4% Mar 2025
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U.S. Capital Wealth Advisors 58k $2.5M 100% Mar 2025
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Marshall Investment Management 58k $2.5M 100% Mar 2025
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Collaborative Wealth Managment 58k $2.5M 0% Mar 2025
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Triumph Capital Management 58k $2.5M 130% Mar 2025
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LWM Advisory Services 55k $2.4M 100% Mar 2025
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Integrated Wealth Concepts 54k $2.2M 33% Dec 2024
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Fifth Third Securities 54k $2.3M 100% Mar 2025
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National Asset Management 54k $2.2M -3% Dec 2024
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Capital Analysts 52k $2.1M 41% Dec 2024
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Streettalk Advisors 51k $2.2M 0% Mar 2025
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Snowden Capital Advisors 51k $2.2M 1% Mar 2025
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Coppell Advisory Solutions 51k $2.1M 222% Mar 2025
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Comprehensive Financial Consultants Institutional 49k $2.0M 0% Dec 2024
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ORG Partners 49k $2.1M 0% Mar 2025
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PFG Investments 48k $2.1M 23% Mar 2025
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Resources Investment Advisors 48k $2.1M 33% Mar 2025
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Teamwork Financial Advisors 48k $2.1M -3% Mar 2025
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Kingsview Wealth Management 47k $2.1M 12% Mar 2025
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Quad-Cities Investment Group 47k $2.0M 0% Mar 2025
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Gateway Wealth Partners 46k $2.0M 17% Mar 2025
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Win Advisors 44k $1.9M 100% Mar 2025
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Lloyd Advisory Services 42k $1.8M 100% Mar 2025
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Spectrum Wealth Advisory Group 41k $1.7M -31% Dec 2024
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IFP Advisors 41k $1.8M -2% Mar 2025
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Integrity Alliance 41k $1.8M 100% Mar 2025
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Mission Creek Capital Partners 41k $1.6M 0% Dec 2024
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Us Bancorp 40k $1.7M -1% Mar 2025
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Monticello Wealth Management 40k $1.7M -3% Mar 2025
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AE Wealth Management 39k $1.6M 5% Dec 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 39k $1.7M 100% Mar 2025
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Great Valley Advisor Group 39k $1.6M 514% Mar 2025
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Sanctuary Advisors 38k $1.6M -5% Dec 2024
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Smith, Moore & Co. 38k $1.5M 3% Dec 2024
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Per Stirling Capital Management 37k $1.6M 100% Mar 2025
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Arete Wealth Advisors 37k $1.6M 1% Mar 2025
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Gladstone Institutional Advisory 37k $1.5M 1% Dec 2024
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Investor's Fiduciary Advisor Network 37k $1.6M 100% Mar 2025
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Atria Investments 36k $1.5M 3% Dec 2024
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Qube Research & Technologies 36k $1.4M -19% Dec 2024
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Farther Finance Advisors 35k $1.5M -11% Mar 2025
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Creative Financial Designs 32k $1.4M -14% Mar 2025
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Foundations Investment Advisors 15k $655k -79% Mar 2025
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Bnp Paribas Arbitrage, Snc 15k $628k -71% Mar 2025
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Mach-1 Financial Group 7.8k $313k -91% Dec 2024
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Jones Financial Companies, L.L 1.1k $48k -100% Mar 2025
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Who sold out of First Trust Morningstar Divid Ledr?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2024 110k $4.6M
RiverTree Advisors Dec 2024 79k $3.2M
Walled Lake Planning & Wealth Management Dec 2024 54k $2.2M
Rps Advisory Solutions Dec 2024 49k $2.0M