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 | 8.3M | $318M | -10% | Mar 2024 |
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| Morgan Stanley | 6.6M | $255M | -8% | Mar 2024 |
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| Wells Fargo & Company | 2.3M | $90M | -17% | Mar 2024 |
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| Ameriprise Financial | 1.8M | $70M | -29% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.8M | $68M | -7% | Mar 2024 |
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| Royal Bank of Canada | 1.7M | $67M | -2% | Mar 2024 |
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| Advisor Group Holdings | 1.7M | $66M | -13% | Mar 2024 |
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| Bank of America Corporation | 1.7M | $65M | -6% | Mar 2024 |
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| Csenge Advisory Group | 1.6M | $63M | 6% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $54M | -3% | Mar 2024 |
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| Stifel Financial | 1.3M | $49M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.2M | $44M | 5% | Mar 2024 |
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| TRUE Private Wealth Advisors | 1.1M | $43M | 15% | Mar 2024 |
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| Raymond James & Associates | 1.1M | $42M | -16% | Mar 2024 |
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| Kowal Investment Group | 1.1M | $41M | 0% | Mar 2024 |
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| Envestnet Asset Management | 1.0M | $39M | -28% | Mar 2024 |
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| Commonwealth Equity Services | 841k | $32M | -19% | Mar 2024 |
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| Cambridge Investment Research Advisors | 729k | $28M | 6% | Mar 2024 |
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| Branch Banking & Trust Company | 585k | $23M | -3% | Mar 2024 |
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| Janney Montgomery Scott | 570k | $22M | -2% | Mar 2024 |
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| Private Advisor | 540k | $21M | 4% | Mar 2024 |
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| Beacon Financial | 530k | $20M | 0% | Mar 2024 |
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| Stephens | 528k | $20M | -56% | Mar 2024 |
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| HighTower Advisors | 458k | $18M | 0% | Mar 2024 |
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| Southland Equity Partners | 407k | $16M | 1% | Mar 2024 |
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| ICA Group Wealth Management | 393k | $15M | 2% | Mar 2024 |
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| Bank Hapoalim Bm | 348k | $13M | 100% | Mar 2024 |
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| Kestra Advisory Services | 336k | $12M | 9% | Dec 2023 |
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| Prospera Financial Services | 320k | $12M | -36% | Dec 2023 |
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| HC Advisors | 297k | $11M | -3% | Dec 2023 |
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| Harbour Investments | 283k | $10M | -2% | Dec 2023 |
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| Elevated Capital Advisors | 283k | $11M | 5% | Mar 2024 |
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| Lloyd Advisory Services | 275k | $11M | 100% | Mar 2024 |
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| H D Vest Advisory Services | 274k | $11M | 5% | Mar 2024 |
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| Spectrum Wealth Advisory Group | 266k | $10M | 2% | Mar 2024 |
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| Steward Partners Investment Advisory | 232k | $8.9M | -3% | Mar 2024 |
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| D.A. Davidson & Co. | 219k | $8.4M | 0% | Mar 2024 |
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| Summit Financial Wealth Advisors | 211k | $8.1M | -71% | Mar 2024 |
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| AE Wealth Management | 187k | $6.2M | -43% | Mar 2024 |
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| Hanson McClain Advisors | 187k | $7.2M | -2% | Mar 2024 |
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| Key Client Fiduciary Advisors | 183k | $7.1M | 0% | Mar 2024 |
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| Rockefeller Capital Management | 182k | $6.5M | 46% | Dec 2023 |
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| First Trust Advisors | 180k | $6.9M | -10% | Mar 2024 |
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| Salomon & Ludwin | 174k | $6.7M | -7% | Mar 2024 |
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| Advisory Alpha | 161k | $6.2M | 6% | Mar 2024 |
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| Mach-1 Financial Group | 158k | $6.1M | 6% | Mar 2024 |
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| Financial Advocates Investment Management | 156k | $6.0M | -25% | Mar 2024 |
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| Retirement Network | 156k | $5.6M | -6% | Dec 2023 |
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| JFS Wealth Advisors | 155k | $6.0M | -3% | Mar 2024 |
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| Cozad Asset Management | 152k | $5.9M | -5% | Mar 2024 |
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| AIFG Consultants | 150k | $5.8M | -2% | Mar 2024 |
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| Retireful | 145k | $5.6M | 100% | Mar 2024 |
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| Harvest Investment Services | 144k | $5.5M | -1% | Mar 2024 |
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| Manchester Financial | 141k | $5.4M | 55% | Mar 2024 |
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| Integrated Wealth Concepts | 137k | $5.3M | -59% | Mar 2024 |
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| Goss Wealth Management | 135k | $5.2M | -24% | Mar 2024 |
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| International Assets Investment Management | 132k | $5.1M | 2% | Mar 2024 |
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| BlueChip Wealth Advisors | 128k | $4.9M | 17% | Mar 2024 |
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| HFG Advisors | 121k | $4.6M | 4% | Mar 2024 |
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| Atria Investments | 120k | $4.3M | -29% | Dec 2023 |
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| Envestnet Portfolio Solutions | 119k | $4.6M | -13% | Mar 2024 |
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| Wetzel Investment Advisors | 116k | $4.3M | 3% | Mar 2024 |
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| Rehmann Capital Advisory | 114k | $4.4M | 21% | Mar 2024 |
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| D. E. Shaw & Co | 111k | $4.3M | 1110% | Mar 2024 |
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| Concurrent Investment Advisors | 108k | $4.1M | -6% | Mar 2024 |
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| Hobart Private Capital | 107k | $4.1M | 39% | Mar 2024 |
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| Atria Wealth Solutions | 107k | $4.1M | -18% | Mar 2024 |
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| SNS Financial | 103k | $4.0M | -10% | Mar 2024 |
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| PCG Wealth Advisors | 101k | $3.9M | -29% | Mar 2024 |
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| Sigma Planning | 98k | $3.8M | 67% | Mar 2024 |
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| Kestra Private Wealth Services | 97k | $3.7M | -3% | Mar 2024 |
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| Next Level Private | 97k | $3.7M | 0% | Mar 2024 |
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| Bennett Associates Wealth Management | 91k | $3.5M | 8% | Mar 2024 |
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| Orion Portfolio Solutions | 90k | $3.5M | -13% | Mar 2024 |
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| Stratos Wealth Partners | 89k | $3.4M | 10% | Mar 2024 |
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| Creative Financial Designs | 88k | $3.4M | 2% | Mar 2024 |
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| Mariner Wealth Advisors | 88k | $3.4M | 5% | Mar 2024 |
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| Independent Advisor Alliance | 88k | $3.4M | 73% | Mar 2024 |
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| Snowden Capital Advisors | 85k | $3.3M | -5% | Mar 2024 |
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| GDS Wealth Management | 80k | $3.1M | -25% | Mar 2024 |
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| Baird Financial | 79k | $2.8M | 0% | Dec 2023 |
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| Brian McDonald | 78k | $3.0M | -6% | Mar 2024 |
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| Teamwork Financial Advisors | 77k | $3.0M | -19% | Mar 2024 |
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| Benjamin F. Edwards & Company | 76k | $2.9M | -10% | Mar 2024 |
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| Total Clarity Wealth Management | 75k | $2.9M | 0% | Mar 2024 |
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| National Asset Management | 75k | $2.5M | 9% | Mar 2024 |
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| Investors Research Corp | 74k | $2.9M | 7% | Mar 2024 |
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| Foundations Investment Advisors | 74k | $2.8M | 1% | Mar 2024 |
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| Citigroup | 73k | $2.8M | 0% | Mar 2024 |
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| Resources Investment Advisors | 73k | $2.8M | -13% | Mar 2024 |
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| ROI Financial Advisors | 72k | $2.8M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 71k | $2.7M | -51% | Mar 2024 |
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| Coppell Advisory Solutions | 68k | $2.4M | 651% | Dec 2023 |
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| Cedrus | 66k | $2.5M | 11% | Mar 2024 |
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| Sargent Investment Group | 65k | $2.5M | -5% | Mar 2024 |
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| Vestmark Advisory Solutions | 64k | $2.5M | 4% | Mar 2024 |
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| Davenport & Co | 64k | $2.4M | -2% | Mar 2024 |
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| J.w. Cole Advisors | 63k | $2.4M | -16% | Mar 2024 |
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| Townsquare Capital | 62k | $2.4M | 420% | Mar 2024 |
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| Collaborative Wealth Managment | 62k | $2.4M | -8% | Mar 2024 |
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| Oppenheimer & Co | 62k | $2.4M | -36% | Mar 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 | -3% | Mar 2024 |
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| Virtu Financial | 60k | $2.1M | -70% | Dec 2023 |
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| Streettalk Advisors | 56k | $2.1M | 3% | Mar 2024 |
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| Hrt Financial | 54k | $2.1M | -39% | Mar 2024 |
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| First Heartland Consultants | 53k | $2.1M | -1% | Mar 2024 |
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| IFP Advisors | 53k | $1.9M | 94% | Dec 2023 |
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| We Are One Seven | 53k | $1.9M | -4% | Dec 2023 |
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| Ergawealth Advisors | 53k | $2.0M | -43% | Mar 2024 |
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| Lakeview Capital Partners | 52k | $2.0M | -7% | Mar 2024 |
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| Comprehensive Financial Consultants Institutional | 52k | $2.0M | 364% | Mar 2024 |
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| Quad-Cities Investment Group | 51k | $2.0M | -7% | Mar 2024 |
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| Assetmark | 46k | $1.8M | 42% | Mar 2024 |
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| Principal Securities | 44k | $1.7M | -43% | Mar 2024 |
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| Nations Financial Group | 43k | $1.7M | -43% | Mar 2024 |
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| Monticello Wealth Management | 41k | $1.6M | -3% | Mar 2024 |
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| Mission Creek Capital Partners | 41k | $1.5M | -1% | Dec 2023 |
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| Virtue Capital Management | 41k | $1.5M | -14% | Mar 2024 |
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| Gladstone Institutional Advisory | 40k | $1.4M | 40% | Dec 2023 |
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| Crumly & Associates | 40k | $1.5M | -62% | Mar 2024 |
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| Us Bancorp | 38k | $1.5M | -23% | Mar 2024 |
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| Eagle Strategies | 38k | $1.5M | 235% | Mar 2024 |
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| Ameritas Advisory Services | 38k | $1.4M | -36% | Dec 2023 |
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| Iams Wealth Management | 37k | $1.4M | -21% | Mar 2024 |
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| Nbc Securities | 37k | $1.4M | -13% | Mar 2024 |
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| Tower Research Capital | 37k | $1.4M | -19% | Mar 2024 |
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| Advisory Services Network | 36k | $1.4M | -33% | Mar 2024 |
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| Kingsview Wealth Management | 35k | $1.3M | 10% | Mar 2024 |
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| Moors & Cabot | 34k | $1.3M | -9% | Mar 2024 |
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| Smith, Moore & Co. | 34k | $1.3M | 32% | Mar 2024 |
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| Fsb Premier Wealth Management | 34k | $1.3M | 2% | Mar 2024 |
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| Qube Research & Technologies | 33k | $1.3M | 157% | Mar 2024 |
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| Y-Intercept | 33k | $1.3M | 100% | Mar 2024 |
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| Private Portfolio Partners | 33k | $1.3M | 1% | Mar 2024 |
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| Moloney Securities Asset Management | 31k | $1.2M | -6% | Mar 2024 |
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| Private Trust Co Na | 30k | $1.2M | -9% | Mar 2024 |
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| Capital Investment Advisory Services | 30k | $1.1M | -4% | Mar 2024 |
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| Flynn Zito Capital Management | 29k | $1.1M | 73% | Mar 2024 |
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| FinTrust Capital Advisors | 29k | $1.1M | 126% | Mar 2024 |
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| Creative Planning | 29k | $1.1M | -4% | Mar 2024 |
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| Western Wealth Management | 29k | $1.1M | 0% | Mar 2024 |
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| Flow Traders US | 29k | $1.1M | 100% | Mar 2024 |
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| Intl Fcstone | 28k | $1.1M | -28% | Mar 2024 |
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| Arkadios Wealth Advisors | 27k | $1.0M | -4% | Mar 2024 |
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| Advisor Resource Council | 27k | $956k | -77% | Mar 2024 |
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| Commonwealth Financial Services | 26k | $921k | -1% | Dec 2023 |
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| Bank of Nova Scotia | 25k | $911k | -2% | Dec 2023 |
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| Altus Wealth Group | 25k | $953k | 0% | Mar 2024 |
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| Jane Street | 25k | $946k | -28% | Mar 2024 |
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| Susquehanna International | 21k | $815k | -77% | Mar 2024 |
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| Silver Oak Securities | 18k | $690k | -31% | Mar 2024 |
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| Belpointe Asset Management | 16k | $609k | -67% | Mar 2024 |
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| Citadel Advisors | 13k | $485k | -85% | Mar 2024 |
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| Goldman Sachs Group | 13k | $483k | -75% | Mar 2024 |
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| Captrust Financial Advisors | 11k | $433k | -81% | Mar 2024 |
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| Colonial River Wealth Management | 8.4k | $324k | -70% | Mar 2024 |
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| Alpha Omega Group | 6.7k | $259k | -96% | Mar 2024 |
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| Bank of New York Mellon | 5.8k | $222k | -87% | Mar 2024 |
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| GeoWealth Management | 0 | $0 | -100% | Mar 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 |
| Sterling Manor Financial | Dec 2023 | 288k | $10M |
| Bulltick Wealth Management | Dec 2023 | 174k | $6.3M |
| Bensler | Dec 2023 | 93k | $3.3M |
| Kure Advisory | Dec 2023 | 90k | $3.2M |
| GSA Capital Partners | Dec 2023 | 74k | $2.7M |