News + Filings Key Docs Ownership
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FIRST TR MORNINGSTAR DIV LEA (FDL)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 10,559,035 | 2,666,120 | 374,845,728,000 | 0.29 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 7,973,051 | -1,524,817 | 271,163,472,000 | 0.03 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 3,633,193 | -1,218,109 | 123,564,889,000 | 0.03 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 2,622,379 | -431,158 | 89,187,100,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 2,405,962 | 1,076,769 | 87,962,294,000 | 0.18 | |
Hist
| 12/31/2022 |
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Cetera Investment Advisers
| 2,436,522 | 2,115,887 | 86,496,524,000 | 0.76 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 2,402,503 | -3,647,292 | 81,725,977,000 | 0.03 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 2,350,970 | 360,207 | 79,957,223,000 | | |
Hist
| 06/30/2023 |
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UBS Group AG
| 2,214,585 | 14,744 | 75,318,036,000 | 0.03 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 2,039,661 | 1,258,063 | 74,569,993,000 | 0.07 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 2,116,466 | 383,772 | 71,979,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 1,722,352 | 169,032 | 58,577,211,000 | 0.08 | |
Hist
| 06/30/2023 |
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Csenge Advisory Group
| 1,424,903 | 196,425 | 50,584,049,000 | 3.65 | |
Hist
| 03/31/2023 |
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STIFEL FINANCIAL CORP
| 1,480,830 | -205,247 | 50,362,560,000 | 0.07 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 1,424,882 | -290,886 | 48,460,240,000 | 0.02 | |
Hist
| 06/30/2023 |
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STEPHENS INC /AR/
| 1,197,209 | 68,100 | 40,717,071,000 | 0.73 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 1,060,624 | 583,338 | 38,776,418,000 | 0.07 | |
Hist
| 12/31/2022 |
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Cetera Advisors LLC
| 1,088,906 | 17,140 | 38,656,153,000 | 0.64 | |
Hist
| 03/31/2023 |
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Cetera Advisor Networks LLC
| 1,044,303 | 17,869 | 37,072,771,000 | 0.27 | |
Hist
| 03/31/2023 |
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Kowal Investment Group, LLC
| 1,023,026 | 392,535 | 34,793,116,000 | 9.31 | |
Hist
| 06/30/2023 |
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TRUE Private Wealth Advisors
| 892,778 | 66,390 | 30,363,368,000 | 4.49 | |
Hist
| 06/30/2023 |
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Summit Financial Wealth Advisors, LLC
| 824,616 | 641,510 | 28,045,178,000 | 6.48 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 794,894 | 34,509 | 27,034,343,000 | 0.16 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 726,425 | 9,305 | 24,705,715,000 | 0.37 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 510,205 | 245,222 | 18,112,461,000 | 0.17 | |
Hist
| 03/31/2023 |
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Prospera Financial Services Inc
| 490,955 | -45,505 | 16,703,854,000 | 0.64 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 436,674 | 304,256 | 15,964,819,000 | 0.57 | |
Hist
| 12/31/2022 |
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Kestra Advisory Services, LLC
| 439,243 | -615,795 | 14,938,654,000 | 0.15 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 425,885 | 56,970 | 14,491,000,000 | 0.03 | |
Hist
| 06/30/2023 |
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CHURCHILL MANAGEMENT Corp
| 370,567 | 20,785 | 13,155,128,000 | 0.27 | |
Hist
| 03/31/2023 |
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Mach-1 Financial Group, LLC
| 349,493 | 173,058 | 11,886,249,000 | 3.37 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 342,680 | 313,017 | 11,654,524,000 | 0.20 | |
Hist
| 06/30/2023 |
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Fortune 45 LLC
| 291,285 | 291,285 | 10,649,387,000 | 11.71 | |
Hist
| 12/31/2022 |
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HC Advisors, LLC
| 298,991 | 1,421 | 10,168,684,000 | 5.90 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 297,759 | 76,478 | 10,126,771,000 | 0.12 | |
Hist
| 06/30/2023 |
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