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 | 16M | $775M | 12% | Jun 2026 |
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| Ameriprise Financial | 5.6M | $274M | 8% | Jun 2026 |
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| Raymond James Financial | 5.1M | $247M | 1% | Jun 2026 |
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| Wells Fargo & Company | 3.2M | $158M | 3% | Jun 2026 |
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| Bank of America Corporation | 2.6M | $125M | 1% | Jun 2026 |
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| Cetera Investment Advisers | 2.6M | $124M | 5% | Jun 2026 |
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| Royal Bank of Canada | 2.5M | $121M | 0% | Jun 2026 |
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| UBS Group | 2.5M | $120M | 3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.3M | $110M | 16% | Jun 2026 |
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| Advisor Group Holdings | 1.7M | $84M | 16% | Jun 2026 |
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| Csenge Advisory Group | 1.7M | $84M | 10% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.7M | $85M | 20% | Jun 2026 |
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| Envestnet Asset Management | 1.5M | $74M | 7% | Jun 2026 |
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| Cambridge Investment Research Advisors | 1.3M | $62M | 3% | Jun 2026 |
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| Stifel Financial | 1.2M | $59M | -2% | Jun 2026 |
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| Commonwealth Equity Services | 997k | $49M | 9% | Jun 2026 |
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| Rockport Wealth | 983k | $48M | 11% | Jun 2026 |
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| Private Advisor | 970k | $47M | -21% | Jun 2026 |
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| Branch Banking & Trust Company | 951k | $47M | 5% | Sep 2026 |
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| Kestra Advisory Services | 725k | $35M | 4% | Jun 2026 |
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| Janney Montgomery Scott | 646k | $31M | -2% | Jun 2026 |
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| TRUE Private Wealth Advisors | 639k | $31M | 2% | Sep 2026 |
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| Southland Equity Partners | 583k | $29M | 4% | Sep 2026 |
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| Baird Financial | 581k | $28M | -2% | Jun 2026 |
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| Stephens | 553k | $27M | 2% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 543k | $26M | -53% | Jun 2026 |
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| Beacon Financial | 481k | $24M | 1% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 472k | $23M | 8% | Jun 2026 |
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| Harbour Investments | 456k | $22M | 2% | Jun 2026 |
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| Goldman Sachs Group | 430k | $21M | 3% | Jun 2026 |
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| Kingsview Wealth Management | 422k | $21M | 7% | Jun 2026 |
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| D.A. Davidson & Co. | 411k | $20M | -11% | Sep 2026 |
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| HighTower Advisors | 386k | $19M | -11% | Jun 2026 |
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| RFG Advisory | 385k | $19M | 17% | Jun 2026 |
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| Vestmark Advisory Solutions | 364k | $18M | 0% | Jun 2026 |
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| Equitable Holdings | 340k | $17M | 8% | Jun 2026 |
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| Steward Partners Investment Advisory | 314k | $15M | 4% | Jun 2026 |
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| Center for Wealth Management Advisory | 303k | $15M | 5% | Sep 2026 |
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| HC Advisors | 302k | $15M | 3% | Jun 2026 |
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| Manchester Financial | 297k | $15M | 0% | Sep 2026 |
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| Rockefeller Capital Management | 271k | $13M | 0% | Jun 2026 |
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| McAdam | 270k | $13M | -4% | Sep 2026 |
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| Rehmann Capital Advisory | 269k | $13M | 6% | Jun 2026 |
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| Hobart Private Capital | 266k | $13M | 2% | Sep 2026 |
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| Summit Financial Wealth Advisors | 263k | $13M | 0% | Sep 2026 |
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| Next Level Private | 252k | $12M | 0% | Sep 2026 |
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| Jpmorgan Chase & Co | 250k | $12M | 100% | Jun 2026 |
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| Perryman Financial Advisory Inc /ad | 237k | $12M | 1% | Sep 2026 |
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| Keeler THomas Management | 236k | $12M | -4% | Sep 2026 |
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| Del-Sette Capital Management | 222k | $11M | -10% | Sep 2026 |
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| Goldstone Financial Group | 219k | $11M | -20% | Jun 2026 |
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| Mariner Wealth Advisors | 217k | $11M | -17% | Jun 2026 |
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| Key Client Fiduciary Advisors | 210k | $10M | 4% | Sep 2026 |
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| Bennett Associates Wealth Management | 206k | $10M | 26% | Sep 2026 |
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| First Trust Advisors | 204k | $9.9M | 2% | Jun 2026 |
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| SRS Capital Advisors | 193k | $9.4M | 22% | Jun 2026 |
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| Mml Investors Services | 193k | $9.4M | 60% | Jun 2026 |
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| J.w. Cole Advisors | 181k | $8.8M | 100% | Jun 2026 |
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| Hanson McClain Advisors | 179k | $8.7M | 2% | Jun 2026 |
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| Compass Financial Services | 174k | $8.4M | 5% | Jun 2026 |
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| Cozad Asset Management | 172k | $8.3M | 6% | Jun 2026 |
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| Fairvoy Private Wealth | 171k | $8.4M | 39% | Sep 2026 |
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| Mach-1 Financial Group | 169k | $8.2M | -10% | Jun 2026 |
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| BlueChip Wealth Advisors | 163k | $7.9M | -4% | Jun 2026 |
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| Retirement Network | 163k | $7.9M | 1% | Jun 2026 |
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| Investors Research Corp | 160k | $7.9M | 5% | Sep 2026 |
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| Maia Wealth | 160k | $7.8M | 35% | Sep 2026 |
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| JFS Wealth Advisors | 159k | $7.7M | 0% | Jun 2026 |
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| Proactive Wealth Strategies | 157k | $7.6M | 1% | Jun 2026 |
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| Turning Point Benefit Group | 156k | $7.7M | 55% | Sep 2026 |
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| Concurrent Investment Advisors | 155k | $7.6M | 34% | Sep 2026 |
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| Prosperity Consulting Group | 153k | $7.4M | 5% | Jun 2026 |
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| VestGen Advisors | 153k | $7.5M | 16% | Sep 2026 |
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| Beacon Financial Advisory | 149k | $7.3M | 119% | Sep 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 147k | $7.2M | -1% | Sep 2026 |
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| International Assets Investment Management | 143k | $6.6M | 4% | Sep 2026 |
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| Farther Finance Advisors | 142k | $7.0M | 0% | Sep 2026 |
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| Sigma Planning | 141k | $6.9M | 2% | Sep 2026 |
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| Harvest Investment Services | 136k | $6.6M | 4% | Jun 2026 |
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| Milestones Private Investment Advisors | 133k | $6.5M | 2% | Sep 2026 |
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| Independent Advisor Alliance | 131k | $6.4M | -69% | Jun 2026 |
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| Qube Research & Technologies | 128k | $6.2M | 98% | Jun 2026 |
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| Goss Wealth Management | 128k | $6.2M | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 127k | $6.4M | 2% | Sep 2026 |
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| Oxford Wealth Group | 124k | $6.0M | 36% | Jun 2026 |
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| Creative Planning | 124k | $6.0M | -11% | Jun 2026 |
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| HFG Advisors | 123k | $6.0M | 1% | Jun 2026 |
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| Genesis Private Wealth | 122k | $5.9M | 4% | Jun 2026 |
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| Stratos Wealth Partners | 121k | $5.9M | 28% | Jun 2026 |
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| CFS Investment Advisory Services | 120k | $5.9M | -2% | Sep 2026 |
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| Integrated Wealth Concepts | 119k | $5.8M | -8% | Jun 2026 |
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| Snowden Capital Advisors | 119k | $5.8M | -1% | Jun 2026 |
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| Arkadios Wealth Advisors | 112k | $5.4M | 19% | Jun 2026 |
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| Prospera Financial Services | 111k | $5.4M | -55% | Jun 2026 |
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| Wedbush Morgan Securities | 111k | $5.4M | 7% | Sep 2026 |
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| One Capital Management | 110k | $5.6M | 0% | Jun 2026 |
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| SNS Financial | 104k | $5.1M | 49% | Jun 2026 |
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| IHT Wealth Management | 102k | $5.0M | 7% | Jun 2026 |
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| Asset One Wealth Management | 100k | $5.0M | 29% | Jun 2026 |
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| Hidden Cove Wealth Management | 99k | $4.9M | -14% | Sep 2026 |
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| Total Clarity Wealth Management | 97k | $4.8M | 0% | Sep 2026 |
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| Gateway Wealth Partners | 96k | $4.7M | -48% | Jun 2026 |
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| Summit Financial | 96k | $4.7M | 6% | Jun 2026 |
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| Wisconsin Wealth Advisors | 96k | $4.7M | 1% | Sep 2026 |
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| Elevated Capital Advisors | 95k | $4.6M | 0% | Jun 2026 |
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| Benjamin Edwards | 89k | $4.3M | 5% | Jun 2026 |
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| Citadel Advisors | 85k | $4.1M | 100% | Jun 2026 |
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| PMG Wealth Management | 85k | $4.1M | 3% | Jun 2026 |
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| FSM Wealth Advisors | 84k | $4.2M | -6% | Sep 2026 |
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| Advisory Alpha | 84k | $4.1M | 22% | Jun 2026 |
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| Pensionmark Financial Group | 83k | $4.2M | 0% | Jun 2026 |
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| Ameritas Advisory Services | 83k | $4.0M | 549% | Jun 2026 |
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| GRT Capital Partners | 83k | $4.0M | 114% | Jun 2026 |
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| Ubs Global Asset Management Americas | 82k | $4.0M | 0% | Jun 2026 |
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| Oppenheimer & Co | 81k | $4.0M | 7% | Sep 2026 |
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| Natixis Asset Management Advisors | 81k | $3.9M | 25% | Jun 2026 |
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| PCG Wealth Advisors | 77k | $3.8M | -9% | Jun 2026 |
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| ROI Financial Advisors | 72k | $3.6M | -1% | Sep 2026 |
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| Salomon & Ludwin | 72k | $3.5M | -1% | Sep 2026 |
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| Founders Grove Wealth Partners | 69k | $3.4M | -1% | Sep 2026 |
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| Us Bancorp | 66k | $3.2M | 100% | Jun 2026 |
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| Fifth Third Bancorp | 66k | $3.2M | 3% | Jun 2026 |
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| Stratos Wealth Advisors | 66k | $3.2M | -2% | Jun 2026 |
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| Jaffetilchin Investment Partners | 64k | $3.1M | 0% | Jun 2026 |
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| Envestnet Portfolio Solutions | 64k | $3.1M | 4% | Jun 2026 |
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| Davenport & Co | 64k | $3.1M | 0% | Jun 2026 |
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| Money Concepts Capital Corp | 62k | $3.0M | 328% | Jun 2026 |
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| Principal Securities | 61k | $3.0M | -11% | Jun 2026 |
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| Forge Financial Services | 61k | $3.0M | -1% | Jun 2026 |
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| Teamwork Financial Advisors | 60k | $3.0M | 7% | Sep 2026 |
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| Wetzel Investment Advisors | 58k | $2.8M | -5% | Sep 2026 |
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| Collaborative Wealth Managment | 57k | $2.8M | 18% | Jun 2026 |
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| Kingswood Wealth Advisors | 57k | $2.8M | -1% | Sep 2026 |
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| Marshall Investment Management | 57k | $2.8M | -9% | Jun 2026 |
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| Foundations Investment Advisors | 56k | $2.7M | 48% | Jun 2026 |
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| Ipsen Advisor Group | 56k | $2.7M | 3% | Sep 2026 |
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| IFG Advisory | 55k | $2.7M | 2752% | Jun 2026 |
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| PFG Investments | 54k | $2.6M | 3% | Jun 2026 |
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| O'shaughnessy Asset Management | 54k | $2.6M | -5% | Jun 2026 |
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| Merit Financial Group | 54k | $2.6M | 46% | Jun 2026 |
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| Independent Financial Group | 53k | $2.6M | 1% | Sep 2026 |
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| AE Wealth Management | 52k | $2.5M | -64% | Jun 2026 |
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| Streettalk Advisors | 51k | $2.5M | -1% | Sep 2026 |
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| Sanctuary Advisors | 51k | $2.5M | 19% | Jun 2026 |
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| Arete Wealth Advisors | 51k | $2.5M | -6% | Jun 2026 |
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| Kestra Private Wealth Services | 50k | $2.5M | 6% | Sep 2026 |
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| Sargent Investment Group | 50k | $2.4M | 1% | Jun 2026 |
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| Triumph Capital Management | 50k | $2.5M | 16% | Sep 2026 |
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| We Are One Seven | 49k | $2.4M | 0% | Sep 2026 |
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| Moors & Cabot | 47k | $2.3M | 9% | Jun 2026 |
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| Renaissance Technologies | 45k | $2.2M | -29% | Jun 2026 |
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| VisionPoint Advisory Group | 43k | $2.1M | -21% | Sep 2026 |
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| Comprehensive Financial Consultants Institutional | 43k | $2.1M | -21% | Sep 2026 |
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| Valued Retirements | 40k | $1.9M | -17% | Jun 2026 |
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| Silver Oak Securities | 32k | $1.5M | -60% | Jun 2026 |
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| Fortis Group Advisors | 26k | $1.2M | -76% | Jun 2026 |
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Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tudor Investment Corporation | Mar 2026 | 85k | $4.3M |
| Hershey Financial Advisers | Mar 2026 | 57k | $2.9M |