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 | 14M | $724M | 15% | Mar 2026 |
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| Morgan Stanley | 8.9M | $454M | 3% | Mar 2026 |
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| Ameriprise Financial | 5.2M | $265M | -13% | Mar 2026 |
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| Raymond James Financial | 5.2M | $231M | 15% | Dec 2025 |
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| Wells Fargo & Company | 3.1M | $160M | -2% | Mar 2026 |
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| Bank of America Corporation | 2.5M | $129M | 100% | Mar 2026 |
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| Royal Bank of Canada | 2.5M | $126M | -1% | Mar 2026 |
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| Cetera Investment Advisers | 2.4M | $124M | -2% | Mar 2026 |
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| UBS Group | 2.4M | $121M | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.9M | $99M | 6% | Mar 2026 |
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| Csenge Advisory Group | 1.6M | $80M | -17% | Mar 2026 |
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| Advisor Group Holdings | 1.5M | $66M | -3% | Dec 2025 |
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| Envestnet Asset Management | 1.4M | $72M | 7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.2M | $63M | 3% | Mar 2026 |
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| Stifel Financial | 1.2M | $63M | -29% | Mar 2026 |
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| Private Advisor | 1.2M | $62M | 3% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 1.1M | $58M | 282% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.1M | $48M | 22% | Dec 2025 |
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| Commonwealth Equity Services | 915k | $47M | 3% | Mar 2026 |
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| Rockport Wealth | 886k | $45M | -45% | Mar 2026 |
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| Branch Banking & Trust Company | 755k | $38M | 2% | Mar 2026 |
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| TRUE Private Wealth Advisors | 738k | $38M | 0% | Mar 2026 |
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| Kestra Advisory Services | 697k | $35M | 46% | Mar 2026 |
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| Janney Montgomery Scott | 657k | $33M | 0% | Mar 2026 |
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| Southland Equity Partners | 558k | $28M | 10% | Mar 2026 |
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| Stephens | 543k | $28M | -1% | Mar 2026 |
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| Beacon Financial | 472k | $24M | -4% | Mar 2026 |
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| Harbour Investments | 445k | $23M | 29% | Mar 2026 |
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| D.A. Davidson & Co. | 442k | $22M | 11% | Mar 2026 |
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| Baird Financial | 435k | $19M | -1% | Dec 2025 |
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| HighTower Advisors | 432k | $22M | 0% | Mar 2026 |
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| Independent Advisor Alliance | 425k | $22M | 258% | Mar 2026 |
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| Goldman Sachs Group | 417k | $21M | 62% | Mar 2026 |
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| Kingsview Wealth Management | 395k | $20M | 471% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 366k | $16M | 40% | Dec 2025 |
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| Vestmark Advisory Solutions | 364k | $19M | 38% | Mar 2026 |
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| RFG Advisory | 330k | $17M | 45% | Mar 2026 |
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| Investors Research Corp | 321k | $30M | 134% | Mar 2026 |
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| Manchester Financial | 316k | $16M | -11% | Mar 2026 |
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| Equitable Holdings | 314k | $14M | 35% | Mar 2026 |
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| Steward Partners Investment Advisory | 302k | $15M | 73% | Mar 2026 |
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| HC Advisors | 293k | $15M | -3% | Mar 2026 |
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| Del-Sette Capital Management | 286k | $15M | 7% | Mar 2026 |
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| Center for Wealth Management Advisory | 284k | $14M | 0% | Mar 2026 |
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| Goldstone Financial Group | 274k | $14M | -10% | Mar 2026 |
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| Rockefeller Capital Management | 271k | $14M | -4% | Mar 2026 |
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| Mariner Wealth Advisors | 261k | $13M | -1% | Mar 2026 |
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| Summit Financial Wealth Advisors | 257k | $13M | 11% | Mar 2026 |
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| Rehmann Capital Advisory | 254k | $13M | 18% | Mar 2026 |
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| Hobart Private Capital | 253k | $13M | -17% | Mar 2026 |
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| McAdam | 253k | $13M | 1% | Mar 2026 |
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| Next Level Private | 252k | $13M | 0% | Mar 2026 |
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| Prospera Financial Services | 246k | $13M | -24% | Mar 2026 |
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| Keeler THomas Management | 236k | $12M | 100% | Mar 2026 |
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| Perryman Financial Advisory Inc /ad | 233k | $12M | 100% | Mar 2026 |
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| First Trust Advisors | 201k | $10M | 1% | Mar 2026 |
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| Mach-1 Financial Group | 187k | $9.5M | -1% | Mar 2026 |
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| Gateway Wealth Partners | 186k | $9.5M | 114% | Mar 2026 |
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| Key Client Fiduciary Advisors | 183k | $9.3M | 2% | Mar 2026 |
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| Hanson McClain Advisors | 176k | $7.8M | 2% | Dec 2025 |
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| Bennett Associates Wealth Management | 173k | $8.8M | -6% | Mar 2026 |
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| BlueChip Wealth Advisors | 170k | $8.6M | -3% | Mar 2026 |
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| Compass Financial Services | 165k | $8.4M | 21% | Mar 2026 |
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| Cozad Asset Management | 162k | $8.2M | 4% | Mar 2026 |
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| Retirement Network | 161k | $8.2M | 2% | Mar 2026 |
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| JFS Wealth Advisors | 159k | $8.1M | -4% | Mar 2026 |
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| SRS Capital Advisors | 158k | $8.0M | 3% | Mar 2026 |
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| Proactive Wealth Strategies | 156k | $7.9M | 100% | Mar 2026 |
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| Farther Finance Advisors | 151k | $7.6M | 8% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 149k | $7.6M | 1505% | Mar 2026 |
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| Prosperity Consulting Group | 146k | $7.4M | 9% | Mar 2026 |
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| AE Wealth Management | 144k | $7.3M | 217% | Mar 2026 |
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| Creative Planning | 138k | $7.0M | -13% | Mar 2026 |
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| International Assets Investment Management | 137k | $6.9M | 5% | Mar 2026 |
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| Harvest Investment Services | 131k | $5.8M | -1% | Dec 2025 |
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| Integrated Wealth Concepts | 129k | $6.6M | 156% | Mar 2026 |
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| Hidden Cove Wealth Management | 129k | $6.5M | 89% | Mar 2026 |
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| CFS Investment Advisory Services | 127k | $6.3M | -10% | Mar 2026 |
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| Goss Wealth Management | 126k | $6.4M | 2% | Mar 2026 |
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| HFG Advisors | 122k | $6.2M | 2% | Mar 2026 |
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| Wedbush Morgan Securities | 121k | $6.1M | 28% | Mar 2026 |
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| Mml Investors Services | 120k | $6.1M | -7% | Mar 2026 |
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| Genesis Private Wealth | 117k | $6.0M | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 116k | $5.9M | 1% | Mar 2026 |
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| One Capital Management | 110k | $5.6M | 100% | Mar 2026 |
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| Elevation Capital Advisory | 108k | $5.5M | 100% | Mar 2026 |
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| Fortis Group Advisors | 106k | $5.4M | 159% | Mar 2026 |
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| Kestra Private Wealth Services | 102k | $5.2M | 0% | Mar 2026 |
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| Moseley Investment Management | 102k | $5.2M | 267% | Mar 2026 |
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| Sigma Planning | 97k | $4.9M | -12% | Mar 2026 |
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| FSM Wealth Advisors | 97k | $4.9M | -18% | Mar 2026 |
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| Maia Wealth | 96k | $4.9M | 25% | Mar 2026 |
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| IHT Wealth Management | 96k | $4.2M | -1% | Dec 2025 |
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| Wisconsin Wealth Advisors | 95k | $4.8M | 2% | Mar 2026 |
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| Elevated Capital Advisors | 95k | $4.8M | -3% | Mar 2026 |
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| Stratos Wealth Partners | 95k | $4.8M | 1% | Mar 2026 |
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| Arkadios Wealth Advisors | 94k | $4.8M | 4% | Mar 2026 |
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| Fairvoy Private Wealth | 93k | $4.7M | 100% | Mar 2026 |
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| Oxford Wealth Group | 92k | $4.6M | 100% | Mar 2026 |
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| Summit Financial | 91k | $4.6M | 0% | Mar 2026 |
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| VestGen Advisors | 87k | $4.3M | -30% | Mar 2026 |
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| Total Clarity Wealth Management | 86k | $4.4M | 15% | Mar 2026 |
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| Tudor Investment Corporation | 85k | $4.3M | 100% | Mar 2026 |
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| PCG Wealth Advisors | 85k | $4.3M | -2% | Mar 2026 |
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| Benjamin Edwards | 84k | $4.3M | -8% | Mar 2026 |
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| Pensionmark Financial Group | 83k | $4.2M | 13% | Mar 2026 |
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| Snowden Capital Advisors | 82k | $3.7M | 3% | Dec 2025 |
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| PMG Wealth Management | 82k | $4.2M | 2% | Mar 2026 |
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| Ubs Global Asset Management Americas | 82k | $4.2M | 9633% | Mar 2026 |
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| Oppenheimer & Co | 80k | $4.1M | 3% | Mar 2026 |
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| Silver Oak Securities | 79k | $4.0M | 123% | Mar 2026 |
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| Asset One Wealth Management | 77k | $3.8M | 100% | Mar 2026 |
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| Milestones Private Investment Advisors | 75k | $3.8M | 7% | Mar 2026 |
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| Salomon & Ludwin | 74k | $3.7M | -1% | Mar 2026 |
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| Founders Grove Wealth Partners | 72k | $3.7M | -4% | Mar 2026 |
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| ROI Financial Advisors | 72k | $3.6M | -1% | Mar 2026 |
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| SNS Financial | 70k | $3.5M | -4% | Mar 2026 |
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| Principal Securities | 69k | $3.5M | 1% | Mar 2026 |
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| Advisory Alpha | 69k | $3.5M | 142% | Mar 2026 |
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| Stratos Wealth Advisors | 67k | $3.4M | -1% | Mar 2026 |
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| Brian McDonald | 65k | $2.9M | -3% | Dec 2025 |
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| Jaffetilchin Investment Partners | 65k | $3.3M | 70% | Mar 2026 |
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| Natixis Asset Management Advisors | 65k | $3.3M | 60% | Mar 2026 |
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| Fifth Third Bancorp | 64k | $3.2M | 100% | Mar 2026 |
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| Davenport & Co | 64k | $3.2M | -14% | Mar 2026 |
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| Wetzel Investment Advisors | 62k | $3.2M | -2% | Mar 2026 |
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| Marshall Investment Management | 62k | $3.2M | 36% | Mar 2026 |
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| Envestnet Portfolio Solutions | 62k | $3.2M | -25% | Mar 2026 |
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| Forge Financial Services | 62k | $3.1M | -3% | Mar 2026 |
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| ORG Partners | 59k | $2.6M | -5% | Dec 2025 |
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| O'shaughnessy Asset Management | 57k | $2.9M | 10% | Mar 2026 |
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| Hershey Financial Advisers | 57k | $2.9M | 327% | Mar 2026 |
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| Kingswood Wealth Advisors | 56k | $2.8M | 32% | Mar 2026 |
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| Independent Financial Group | 55k | $2.8M | -9% | Mar 2026 |
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| Comprehensive Financial Consultants Institutional | 54k | $2.7M | -1% | Mar 2026 |
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| Arete Wealth Advisors | 54k | $2.7M | 8% | Mar 2026 |
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| Teamwork Financial Advisors | 54k | $2.7M | 4% | Mar 2026 |
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| CWM | 54k | $2.4M | 140% | Dec 2025 |
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| Streettalk Advisors | 53k | $2.7M | -5% | Mar 2026 |
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| PFG Investments | 53k | $2.7M | 3% | Mar 2026 |
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| Global View Capital Management | 52k | $2.7M | 100% | Mar 2026 |
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| Sargent Investment Group | 50k | $2.5M | -8% | Mar 2026 |
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| VisionPoint Advisory Group | 49k | $2.7M | -20% | Mar 2026 |
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| Collaborative Wealth Managment | 49k | $2.5M | -13% | Mar 2026 |
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| Qube Research & Technologies | 48k | $2.1M | -43% | Dec 2025 |
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| Valued Retirements | 48k | $2.4M | 100% | Mar 2026 |
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| IFP Advisors | 47k | $2.4M | 6% | Mar 2026 |
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| Us Bancorp | 46k | $2.1M | 4% | Dec 2025 |
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| OneAscent Financial Services | 46k | $5.3M | 97% | Mar 2026 |
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| CLS Investments | 45k | $2.3M | -7% | Mar 2026 |
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| Triumph Capital Management | 43k | $2.2M | -72% | Mar 2026 |
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| Coppell Advisory Solutions | 40k | $1.8M | -25% | Dec 2025 |
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| Beacon Financial Advisory | 40k | $2.0M | -19% | Mar 2026 |
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| Turning Point Benefit Group | 32k | $1.6M | -55% | Mar 2026 |
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| D. E. Shaw & Co | 16k | $797k | -76% | Mar 2026 |
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| N.E.W. Advisory Services | 2.0k | $101k | -97% | Mar 2026 |
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Who sold out of First Trust Morningstar Divid Ledr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 257k | $11M |
| Wealth Enhancement Advisory Services | Dec 2025 | 168k | $7.6M |
| J.w. Cole Advisors | Dec 2025 | 160k | $7.1M |