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 | 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 |