FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund - Institutionellt ägande - Säljare

First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
US ˙ ARCA ˙ US3369171091

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-22 13F Accel Wealth Management 14 283 −2,05 598 −5,53
2025-08-29 13F Centaurus Financial, Inc. 12 460 −2,24 1
2025-08-11 13F Pineridge Advisors LLC 0 −100,00 0
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 81 218 −28,37 3 401 −30,96
2025-08-12 13F Cornerstone Wealth Management, LLC 19 790 −1,51 829 −5,05
2025-08-04 13F Kovack Advisors, Inc. 15 204 −0,97 637 −4,50
2025-08-08 13F Creative Planning 427 638 −72,56 17 905 −73,55
2025-08-06 13F SNS Financial Group, LLC 84 508 −1,69 3 538 −5,25
2025-07-21 13F AIFG Consultants Ltd. 9 971 −30,47 417 −32,96
2025-08-11 13F One Capital Management, LLC 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 103 −78,45 4 −80,00
2025-08-07 13F Nwam Llc 20 446 −0,55 874 −2,24
2025-07-21 13F Barrett & Company, Inc. 0 −100,00 0
2025-08-11 13F Sykon Capital Llc 0 −100,00 0
2025-08-12 13F Park Square Financial Group, LLC 65 734 −19,52 2 752 −22,44
2025-07-29 13F Private Trust Co Na 26 839 −15,75 1 124 −18,80
2025-07-31 13F Topsail Wealth Management, LLC 9 985 −2,73 418 −6,07
2025-07-25 13F Commonwealth Financial Services, LLC 25 753 −2,70 1 078 −6,18
2025-07-28 13F Founders Grove Wealth Partners, Llc 76 434 −1,17 3 200 −4,73
2025-08-04 13F Integrity Alliance, Llc. 4 973 −87,89 208 −88,33
2025-07-17 13F XML Financial, LLC 10 362 −0,19 434 −3,78
2025-07-15 13F tru Independence LLC 17 217 −9,48 721 −12,83
2025-08-08 13F WealthTrust Asset Management, LLC 6 540 −20,26 274 −23,31
2025-07-14 13F Iams Wealth Management, Llc 12 337 −1,49 517 −4,97
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 10 879 −3,93 455 −7,33
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 13 365 −6,21 560 −9,69
2025-07-22 13F DAVENPORT & Co LLC 76 809 −2,06 3 216 −5,58
2025-05-28 NP MFUL - Mindful Conservative ETF 80 980 −30,27 3 518 −27,80
2025-07-09 13F Triumph Capital Management 47 799 −16,92 2 001 −19,93
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 95 532 −20,30 4 000 −23,18
2025-05-15 13F Aqr Capital Management Llc 0 −100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-01 13F Advisory Alpha, LLC 30 421 −3,16 1 274 −6,67
2025-07-29 13F Regions Financial Corp 6 527 −8,17 273 −11,36
2025-08-04 13F Creekmur Asset Management LLC 407 −26,93 17 −29,17
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 73 133 −3,03 3 177 4,61
2025-08-14 13F Catalyst Financial Partners Llc 5 000 −30,16 209 −32,58
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-05-08 13F Walled Lake Planning & Wealth Management, Llc 0 −100,00 0
2025-08-11 13F Citigroup Inc 45 704 −38,17 1 914 −40,40
2025-05-16 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 1 779 −1,66 74 −5,13
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-12 13F GDS Wealth Management 51 601 −43,25 2 161 −45,32
2025-08-15 13F Global View Capital Management LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 38 485 −77,36 1 611 −78,18
2025-07-17 13F Mattern Wealth Management LLC 8 449 −7,75 354 −11,08
2025-08-08 13F Pnc Financial Services Group, Inc. 20 436 −4,18 856 −7,67
2025-08-13 13F Rockport Wealth LLC 1 930 788 −2,19 80 842 −5,73
2025-07-02 13F Crumly & Associates Inc. 20 005 −13,96 838 −17,13
2025-07-10 13F Redhawk Wealth Advisors, Inc. 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 160 497 −18,17 6 727 −21,04
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 125 343 −30,10 5 248 −32,63
2025-07-25 13F We Are One Seven, LLC 30 382 −8,95 1 272 −12,22
2025-08-08 13F SageOak Financial, LLC 5 344 −49,08 224 −50,99
2025-08-04 13F Atria Investments Llc 29 859 −15,60 1 250 −18,62
2025-04-25 13F Colonial River Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 21 363 −0,95 894 −4,49
2025-08-12 13F Steward Partners Investment Advisory, Llc 181 480 −15,70 7 599 −18,75
2025-08-01 13F Liberty Wealth Management Llc 0 −100,00 0 −100,00
2025-08-11 13F Forge Financial Services LLC 67 030 −3,61 2 843 −5,89
2025-08-13 13F Keystone Financial Group 14 075 −0,75 589 −4,38
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 35 766 −2,74 1 498 −6,26
2025-07-30 13F Brookstone Capital Management 5 054 −0,22 212 −4,09
2025-08-12 13F Change Path, LLC 15 598 −12,42 653 −15,52
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-12 13F PKS Advisory Services, LLC 46 654 −0,63 1 953 −4,22
2025-08-08 13F Capital Investment Advisory Services, LLC 18 452 −6,19 773 −9,60
2025-07-15 13F Retireful, LLC 0 −100,00 0
2025-04-30 13F Axxcess Wealth Management, Llc 0 −100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 21 846 −6,88 915 −10,30
2025-08-08 13F Fortis Group Advisors, LLC 78 139 −52,62 3 302 −53,90
2025-08-01 NP APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A 5 980 −70,38 250 −71,49
2025-08-19 13F National Asset Management, Inc. 29 712 −44,49 1 244 −42,67
2025-07-15 13F McAdam, LLC 227 660 −1,12 9 532 −4,69
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 26 480 −0,11 1 109 −3,74
2025-07-11 13F Pinnacle Bancorp, Inc. 1 764 −24,19 74 −27,72
2025-07-14 13F Clear Harbor Asset Management, LLC 6 625 −4,74 277 −8,28
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-04 13F Merkkuri Wealth Advisors LLC 11 432 −5,65 479 −9,13
2025-08-14 13F Mariner, LLC 209 021 −3,07 8 752 −6,58
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 9 969 −47,99 417 −49,88
2025-07-15 13F Clarus Group, Inc. 8 579 −0,83 359 −4,27
2025-08-15 13F First Heartland Consultants, Inc. 15 264 −94,42 639 −94,63
2025-08-11 13F Perennial Investment Advisors, LLC 17 557 −0,96 735 −4,55
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-07-11 13F Quad-Cities Investment Group, LLC 46 029 −2,42 1 927 −5,95
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-29 13F Huntleigh Advisors, Inc. 7 129 −10,71 298 −13,87
2025-08-11 13F Western Wealth Management, LLC 30 423 −5,22 1 274 −8,68
2025-08-14 13F Mercer Global Advisors Inc /adv 10 354 −21,45 434 −24,30
2025-07-29 13F Salomon & Ludwin, LLC 78 961 −0,66 3 407 −1,30
2025-07-17 13F Fifth Third Securities, Inc. 0 −100,00 0
2025-08-11 13F Tidemark, LLC 0 −100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 10 441 −8,96 420 −15,66
2025-08-04 13F Arkadios Wealth Advisors 72 953 −7,18 3 055 −10,54
2025-07-09 13F Beacon Financial Group 501 128 −2,73 20 982 −6,24
2025-07-29 13F United Bank 7 774 −8,96 325 −12,16
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 53 222 −1,11 2 228 −4,66
2025-08-08 13F Larson Financial Group LLC 20 129 −7,58 843 −10,99
2025-08-06 13F Legacy Investment Solutions, LLC 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 5 766 −48,82 241 −50,72
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 5 238 −91,02 219 −91,35
2025-07-15 13F BCS Wealth Management 5 267 −2,23 0
2025-08-14 13F LaSalle St. Investment Advisors, LLC 10 095 −2,68 0
2025-07-21 13F Monticello Wealth Management, Llc 39 047 −1,58 1 635 −5,17
2025-07-21 13F Triad Wealth Partners, LLC 15 331 −4,22 642 −7,77
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 11 358 −0,55 488 6,80
2025-07-24 13F Us Bancorp \de\ 39 409 −0,75 1 650 −4,29
2025-08-11 13F Capital Square, LLC 0 −100,00 0
2025-07-16 13F Old Port Advisors 5 144 −16,97 215 −20,07
2025-04-28 13F Keybank National Association/oh 0 −100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 10 919 −7,92 457 −11,26
2025-07-18 13F Wetzel Investment Advisors, Inc. 64 928 −37,41 2 719 −39,68
2025-07-24 13F Cyndeo Wealth Partners, LLC 5 904 −15,44 247 −18,48
2025-08-14 13F Warren Averett Asset Management, LLC 11 908 −7,02 499 −10,43
2025-08-14 13F LWM Advisory Services, LLC 29 483 −46,34 1 234 −48,28
2025-08-06 13F Moors & Cabot, Inc. 28 238 −6,95 1 182 −10,32
2025-07-28 13F WJ Wealth Management, LLC 185 569 −31,98 7 770 −34,44
2025-08-14 13F Pinnacle Family Advisors, LLC 6 829 −67,66 286 −68,92
2025-08-13 13F Baird Financial Group, Inc. 87 697 −8,21 3 672 −11,54
2025-08-11 13F Plotkin Financial Advisors, LLC 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 16 165 −5,36 677 −8,89
2025-07-07 13F RDA Financial Network 7 726 −2,25 324 −5,83
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 0 −100,00 0
2025-07-28 13F Holistic Planning, LLC 7 826 −1,77 328 −5,49
2025-07-18 13F QTR Family Wealth, LLC 14 277 −4,48 598 −8,01
2025-08-13 13F Level Four Advisory Services, Llc 10 655 −11,15 446 −14,23
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 29 074 −75,42 1 217 −75,95
2025-07-11 13F Bell Bank 7 922 −46,65 332 −48,60
2025-07-21 13F Ameritas Advisory Services, LLC 49 196 −37,28 2 060 −36,76
2025-08-20 13F/A Coppell Advisory Solutions LLC 49 292 −2,95 2 021 −3,30
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 732 −77,68 31 −78,87
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-08-08 13F Collaborative Wealth Managment Inc. 54 652 −5,15 2 288 −8,55
2025-05-14 13F Summit Financial Wealth Advisors, LLC 221 641 −0,39 9 628 4,08
2025-07-16 13F Lloyd Advisory Services, LLC. 0 −100,00 0
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-05-09 13F Rps Advisory Solutions Llc 0 −100,00 0
2025-07-23 13F REAP Financial Group, LLC 12 358 −4,30 517 −7,68
2025-07-23 13F First Merchants Corp 0 −100,00 0
2025-08-14 13F Salzhauer Michael 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 4 888 −0,14 205 −3,77
2025-08-13 13F Renaissance Technologies Llc 17 700 −84,60 741 −85,15
2025-07-15 13F Armis Advisers, LLC 18 125 −27,86 759 −30,52
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-21 13F Ameriflex Group, Inc. 5 994 −59,51 250 −61,12
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 018 254 −0,66 43 −4,55
2025-08-04 13F Waterfront Wealth Inc. 6 695 −3,46 280 −6,98
2025-07-16 13F Swisher Financial Concepts, Inc. 6 763 −2,45 283 −5,98
2025-08-11 13F TRUE Private Wealth Advisors 761 386 −10,13 31 879 −13,38
2025-07-17 13F Global Trust Asset Management, LLC 400 −60,00 17 −62,79
2025-08-27 NP XCOR - FundX ETF 0 −100,00 0 −100,00
2025-08-14 13F Kovitz Investment Group Partners, LLC 10 618 −24,10 445 −26,85
2025-08-14 13F Sequent Planning LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 63 284 −13,47 2 650 −16,59
2025-08-12 13F Jpmorgan Chase & Co 235 729 −75,85 9 870 −76,72
2025-08-14 13F Tudor Investment Corp Et Al 4 817 −74,19 202 −75,19
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-08-26 13F Claris Financial LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 115 152 −2,06 4 821 −5,60
2025-08-07 13F Resources Investment Advisors, LLC. 48 038 −0,12 2 011 −3,73
2025-07-16 13F Diversified Enterprises, LLC 25 705 −3,27 1 076 −6,76
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