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 | 7.9M | $299M | -4% | Jun 2024 |
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| Morgan Stanley | 6.5M | $248M | -1% | Jun 2024 |
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| Wells Fargo & Company | 2.3M | $86M | -3% | Jun 2024 |
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| Raymond James Financial Services Advisors | 1.9M | $74M | 9% | Jun 2024 |
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| Ameriprise Financial | 1.8M | $70M | 100% | Mar 2024 |
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| Cetera Investment Advisers | 1.8M | $67M | -15% | Jun 2024 |
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| Csenge Advisory Group | 1.7M | $66M | 6% | Jun 2024 |
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| Bank of America Corporation | 1.7M | $66M | 2% | Jun 2024 |
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| Advisor Group Holdings | 1.7M | $66M | -13% | Mar 2024 |
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| Royal Bank of Canada | 1.6M | $61M | -7% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $55M | 4% | Jun 2024 |
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| Raymond James & Associates | 1.1M | $40M | -2% | Jun 2024 |
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| TRUE Private Wealth Advisors | 1.0M | $40M | -6% | Jun 2024 |
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| Stifel Financial | 1.0M | $39M | -20% | Jun 2024 |
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| Envestnet Asset Management | 993k | $38M | -2% | Jun 2024 |
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| Jpmorgan Chase & Co | 945k | $36M | -18% | Jun 2024 |
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| Commonwealth Equity Services | 900k | $34M | 7% | Jun 2024 |
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| Kowal Investment Group | 858k | $33M | -20% | Jun 2024 |
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| Cambridge Investment Research Advisors | 671k | $26M | -8% | Jun 2024 |
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| Janney Montgomery Scott | 563k | $21M | -1% | Jun 2024 |
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| Branch Banking & Trust Company | 549k | $21M | -6% | Jun 2024 |
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| Beacon Financial | 530k | $20M | 0% | Jun 2024 |
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| Stephens | 517k | $20M | -2% | Jun 2024 |
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| HighTower Advisors | 437k | $17M | -4% | Jun 2024 |
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| Southland Equity Partners | 430k | $16M | 6% | Jun 2024 |
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| Private Advisor | 421k | $16M | -22% | Jun 2024 |
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| Bank Hapoalim Bm | 348k | $13M | 0% | Jun 2024 |
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| Kestra Advisory Services | 344k | $12M | 3% | Jun 2024 |
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| HC Advisors | 342k | $13M | 0% | Jun 2024 |
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| Spectrum Wealth Advisory Group | 281k | $11M | 5% | Jun 2024 |
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| Harbour Investments | 271k | $10M | -5% | Jun 2024 |
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| First Heartland Consultants | 239k | $9.1M | 348% | Jun 2024 |
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| Steward Partners Investment Advisory | 232k | $8.8M | 0% | Jun 2024 |
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| Next Level Private | 225k | $8.5M | 133% | Jun 2024 |
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| D.A. Davidson & Co. | 222k | $8.4M | 1% | Jun 2024 |
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| H D Vest Advisory Services | 211k | $8.0M | -23% | Jun 2024 |
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| Summit Financial Wealth Advisors | 204k | $7.7M | -3% | Jun 2024 |
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| Prospera Financial Services | 193k | $7.3M | -42% | Jun 2024 |
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| Hanson McClain Advisors | 186k | $7.4M | 0% | Jun 2024 |
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| Key Client Fiduciary Advisors | 182k | $6.9M | -1% | Jun 2024 |
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| First Trust Advisors | 180k | $6.9M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 172k | $6.5M | -7% | Jun 2024 |
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| ICA Group Wealth Management | 169k | $6.4M | -57% | Jun 2024 |
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| Mach-1 Financial Group | 168k | $6.4M | 6% | Jun 2024 |
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| Manchester Financial | 166k | $6.3M | 18% | Jun 2024 |
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| Strategic Financial Concepts | 164k | $206M | 1737% | Jun 2024 |
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| BlueChip Wealth Advisors | 157k | $6.0M | 23% | Jun 2024 |
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| JFS Wealth Advisors | 155k | $5.9M | 0% | Jun 2024 |
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| Retirement Network | 154k | $5.8M | -1% | Jun 2024 |
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| Hobart Private Capital | 149k | $5.7M | 39% | Jun 2024 |
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| Cozad Asset Management | 149k | $5.7M | -2% | Jun 2024 |
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| Harvest Investment Services | 144k | $5.5M | 0% | Jun 2024 |
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| AIFG Consultants | 136k | $5.2M | -9% | Jun 2024 |
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| Mml Investors Services | 130k | $4.9M | -3% | Jun 2024 |
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| International Assets Investment Management | 129k | $4.9M | -2% | Jun 2024 |
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| Goss Wealth Management | 124k | $4.7M | -8% | Jun 2024 |
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| Rehmann Capital Advisory | 124k | $4.7M | 9% | Jun 2024 |
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| World Equity Group | 124k | $4.7M | 68% | Jun 2024 |
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| Elevated Capital Advisors | 121k | $4.6M | -57% | Jun 2024 |
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| Integrated Wealth Concepts | 120k | $4.6M | -12% | Jun 2024 |
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| HFG Advisors | 118k | $4.5M | -2% | Jun 2024 |
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| Wetzel Investment Advisors | 117k | $4.5M | 0% | Jun 2024 |
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| Envestnet Portfolio Solutions | 111k | $4.2M | -6% | Jun 2024 |
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| Equitable Holdings | 109k | $4.1M | 2% | Jun 2024 |
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| Concurrent Investment Advisors | 105k | $4.0M | -2% | Jun 2024 |
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| Kestra Private Wealth Services | 103k | $3.9M | 5% | Jun 2024 |
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| SNS Financial | 100k | $3.8M | -3% | Jun 2024 |
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| Goldman Sachs Group | 100k | $3.8M | 694% | Jun 2024 |
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| Stratos Wealth Partners | 97k | $3.7M | 9% | Jun 2024 |
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| Salomon & Ludwin | 96k | $3.6M | -45% | Jun 2024 |
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| Mariner Wealth Advisors | 93k | $3.5M | 5% | Jun 2024 |
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| Sigma Planning | 92k | $3.5M | -6% | Jun 2024 |
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| Orion Portfolio Solutions | 90k | $3.5M | -13% | Mar 2024 |
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| Independent Advisor Alliance | 90k | $3.4M | 3% | Jun 2024 |
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| Bennett Associates Wealth Management | 90k | $3.4M | -2% | Jun 2024 |
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| Atria Wealth Solutions | 89k | $3.4M | -17% | Jun 2024 |
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| National Asset Management | 87k | $3.3M | 15% | Jun 2024 |
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| PCG Wealth Advisors | 83k | $3.1M | -18% | Jun 2024 |
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| Investors Research Corp | 80k | $3.0M | 8% | Jun 2024 |
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| Baird Financial | 79k | $3.0M | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 77k | $2.9M | 2% | Jun 2024 |
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| Total Clarity Wealth Management | 75k | $2.8M | -1% | Jun 2024 |
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| Citigroup | 73k | $2.8M | -1% | Jun 2024 |
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| Teamwork Financial Advisors | 73k | $2.8M | -6% | Jun 2024 |
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| Foundations Investment Advisors | 72k | $2.7M | -1% | Jun 2024 |
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| ROI Financial Advisors | 72k | $2.7M | 0% | Jun 2024 |
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| Cedrus | 71k | $2.7M | 8% | Jun 2024 |
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| GDS Wealth Management | 70k | $2.7M | -13% | Jun 2024 |
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| Vestmark Advisory Solutions | 65k | $2.5M | 2% | Jun 2024 |
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| Sargent Investment Group | 65k | $2.5M | -1% | Jun 2024 |
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| Brian McDonald | 64k | $2.4M | -18% | Jun 2024 |
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| J.w. Cole Advisors | 63k | $2.4M | 1% | Jun 2024 |
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| Townsquare Capital | 62k | $2.4M | 420% | Mar 2024 |
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| Oppenheimer & Co | 62k | $2.4M | 100% | Mar 2024 |
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| Davenport & Co | 61k | $2.3M | -4% | Jun 2024 |
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| Coppell Advisory Solutions Corp. | 61k | $2.3M | 100% | Mar 2024 |
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| Raymond James Trust | 60k | $2.3M | 1% | Jun 2024 |
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| IHT Wealth Management | 60k | $2.3M | 10% | Mar 2024 |
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| Collaborative Wealth Managment | 59k | $2.2M | -5% | Jun 2024 |
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| Ameritas Advisory Services | 55k | $2.1M | 3% | Jun 2024 |
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| Snowden Capital Advisors | 54k | $2.1M | -36% | Jun 2024 |
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| Streettalk Advisors | 53k | $2.0M | -5% | Jun 2024 |
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| Gladstone Institutional Advisory | 52k | $2.0M | -10% | Jun 2024 |
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| Lakeview Capital Partners | 52k | $2.0M | 0% | Jun 2024 |
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| Quad-Cities Investment Group | 51k | $2.0M | 1% | Jun 2024 |
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| Comprehensive Financial Consultants Institutional | 51k | $1.9M | 0% | Jun 2024 |
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| IFP Advisors | 47k | $1.8M | -27% | Jun 2024 |
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| Advisory Alpha | 45k | $1.7M | -72% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 44k | $1.7M | -38% | Jun 2024 |
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| FinTrust Capital Advisors | 43k | $1.6M | 47% | Jun 2024 |
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| Monticello Wealth Management | 41k | $1.6M | 0% | Jun 2024 |
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| Sanctuary Advisors | 41k | $1.5M | 100% | Jun 2024 |
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| Mission Creek Capital Partners | 41k | $1.5M | 0% | Jun 2024 |
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| Virtue Capital Management | 41k | $1.5M | -14% | Mar 2024 |
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| AE Wealth Management | 39k | $1.3M | -79% | Jun 2024 |
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| Principal Securities | 39k | $1.5M | -13% | Jun 2024 |
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| Eagle Strategies | 38k | $1.5M | 235% | Mar 2024 |
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| Crumly & Associates | 37k | $1.4M | -6% | Jun 2024 |
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| Kingsview Wealth Management | 37k | $1.4M | 8% | Jun 2024 |
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| We Are One Seven | 37k | $1.4M | -15% | Jun 2024 |
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| Resources Investment Advisors | 37k | $1.4M | -50% | Jun 2024 |
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| Nbc Securities | 36k | $1.4M | -3% | Jun 2024 |
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| PFG Investments | 36k | $1.4M | 100% | Jun 2024 |
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| Smith, Moore & Co. | 36k | $1.4M | 5% | Jun 2024 |
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| Susquehanna International | 36k | $1.3M | 68% | Jun 2024 |
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| Atria Investments | 35k | $1.3M | -58% | Jun 2024 |
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| Nations Financial Group | 34k | $1.3M | -22% | Jun 2024 |
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| Moors & Cabot | 33k | $1.3M | -3% | Jun 2024 |
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| Tower Research Capital | 33k | $1.3M | -9% | Jun 2024 |
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| Gateway Wealth Partners | 33k | $1.3M | -25% | Jun 2024 |
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| Advisory Services Network | 32k | $1.2M | -13% | Jun 2024 |
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| Moloney Securities Asset Management | 31k | $1.2M | 2% | Jun 2024 |
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| Fsb Premier Wealth Management | 31k | $1.2M | -7% | Jun 2024 |
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| Us Bancorp | 31k | $1.2M | -19% | Jun 2024 |
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| Private Trust Co Na | 31k | $1.2M | 2% | Jun 2024 |
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| Ergawealth Advisors | 30k | $1.1M | -43% | Jun 2024 |
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| Creative Planning | 29k | $1.1M | 1% | Jun 2024 |
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| Wedbush Morgan Securities | 27k | $1.0M | 20% | Jun 2024 |
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| Western Wealth Management | 27k | $1.0M | -5% | Jun 2024 |
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| Flynn Zito Capital Management | 27k | $1.0M | -8% | Jun 2024 |
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| Renaissance Technologies | 27k | $1.0M | -71% | Jun 2024 |
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| Altus Wealth Group | 27k | $1.0M | 8% | Jun 2024 |
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| Commonwealth Financial Services | 27k | $1.0M | 3% | Jun 2024 |
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| Capital Investment Advisory Services | 25k | $950k | -16% | Jun 2024 |
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| Good Life Advisors | 24k | $902k | 18% | Jun 2024 |
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| Pinnacle Family Advisors | 23k | $867k | 100% | Jun 2024 |
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| Proequities | 23k | $853M | 25% | Jun 2024 |
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| Arkadios Wealth Advisors | 22k | $843k | -18% | Jun 2024 |
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| IFG Advisory | 22k | $832k | 14% | Jun 2024 |
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| Creative Financial Designs | 22k | $821k | -76% | Jun 2024 |
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| Cornerstone Wealth Management | 21k | $786k | -8% | Jun 2024 |
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| Lion Street Advisors | 20k | $757k | -12% | Jun 2024 |
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| Icon Wealth Advisors | 20k | $755k | -11% | Mar 2024 |
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| tru Independence | 19k | $717k | -17% | Jun 2024 |
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| Intl Fcstone | 19k | $702k | -34% | Jun 2024 |
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| Change Path | 17k | $627k | -46% | Jun 2024 |
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| Jane Street | 16k | $619k | -34% | Jun 2024 |
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| Level Four Advisory Services | 16k | $589k | -36% | Jun 2024 |
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| Coppell Advisory Solutions | 14k | $520k | -80% | Jun 2024 |
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| Iams Wealth Management | 10k | $382k | -73% | Jun 2024 |
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| Financial Advocates Investment Management | 6.8k | $259k | -96% | Jun 2024 |
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| Assetmark | 2.7k | $101k | -94% | Jun 2024 |
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Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2023 | 1.6M | $58M |
| Lloyd Advisory Services | Mar 2024 | 275k | $11M |
| Retireful | Mar 2024 | 145k | $5.6M |
| D. E. Shaw & Co | Mar 2024 | 111k | $4.3M |
| Virtu Financial | Mar 2024 | 68k | $2.6M |
| Hrt Financial | Mar 2024 | 54k | $2.1M |
| Qube Research & Technologies | Mar 2024 | 33k | $1.3M |
| CoreCap Advisors | Mar 2024 | 33k | $1.3M |
| Y-Intercept | Mar 2024 | 33k | $1.3M |
| Private Portfolio Partners | Mar 2024 | 33k | $1.3M |
| Flow Traders US | Mar 2024 | 29k | $1.1M |
| Advisor Resource Council | Mar 2024 | 27k | $956k |
| Bank of Nova Scotia | Dec 2023 | 25k | $911k |