Free Trial

First Trust Morningstar Dividend Leaders Index Fund (FDL) Institutional Ownership

First Trust Morningstar Dividend Leaders Index Fund logo
$41.46 +0.22 (+0.52%)
As of 03:19 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL)

Number of
Institutional Buyers
(last 12 months)
271
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$395.39M
Get FDL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Morningstar Dividend Leaders Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FDL Institutional Buying and Selling by Quarter

First Trust Morningstar Dividend Leaders Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 McAdam LLC230,244$10.00M0.6%+19.9%0.179%
5/21/2025 Geneos Wealth Management Inc.19,567$850K0.0%+9.5%0.015%
5/20/2025 Belpointe Asset Management LLC17,081$742K0.0%-3.1%0.013%
5/20/2025 Integrity Alliance LLC.41,053$1.78M0.1%N/A0.032%
5/19/2025 Advisory Alpha LLC31,413$1.37M0.0%-5.1%0.024%
5/16/2025 Coppell Advisory Solutions LLC50,788$2.09M0.2%+222.3%0.039%
5/16/2025 Signature Estate & Investment Advisors LLC18,830$818K0.0%+85.2%0.015%
5/16/2025 Ashton Thomas Private Wealth LLC4,648$202K0.0%N/A0.004%
5/16/2025 Jones Financial Companies Lllp1,100$45K0.0%-99.6%0.001%
5/16/2025 Rockport Wealth LLC1,974,095$85.76M30.3%+1.2%1.534%
5/16/2025 Pinnacle Family Advisors LLC21,116$917K0.5%-5.7%0.016%
5/16/2025 Plotkin Financial Advisors LLC4,617$201K0.1%N/A0.004%
5/15/2025 Paragon Private Wealth Management LLC9,929$431K0.2%-22.6%0.008%
5/15/2025 Focus Partners Advisor Solutions LLC10,643$462K0.0%N/A0.008%
5/15/2025 Ameriflex Group Inc.14,803$643K0.3%-2.2%0.012%
5/15/2025 Royal Bank of Canada1,990,425$86.46M0.0%+1.1%1.547%
5/15/2025 Calton & Associates Inc.10,135$440K0.1%-7.0%0.008%
5/15/2025 Spectrum Wealth Advisory Group LLC36,772$1.60M0.8%-10.6%0.029%
5/15/2025 Baird Financial Group Inc.95,545$4.15M0.0%+5.2%0.074%
5/15/2025 Mission Creek Capital Partners Inc.40,364$1.75M0.4%-0.8%0.031%
5/14/2025 Triad Wealth Partners LLC16,007$695K0.2%+10.4%0.012%
5/14/2025 Per Stirling Capital Management LLC.37,404$1.63M0.2%N/A0.029%
5/14/2025 Comerica Bank65,063$2.83M0.0%+2.5%0.051%
5/14/2025 Synovus Financial Corp11,610$504K0.0%+4.2%0.009%
5/14/2025 Northwestern Mutual Wealth Management Co.1,545,431$67.13M0.1%-0.6%1.201%
5/14/2025 Kestra Advisory Services LLC308,878$13.42M0.1%-9.4%0.240%
5/14/2025 Ameriprise Financial Inc.3,320,971$144.27M0.0%+10.4%2.580%
5/14/2025 Summit Financial LLC25,473$1.11M0.0%+16.6%0.020%
5/14/2025 GDS Wealth Management90,932$3.95M0.3%+41.5%0.071%
5/14/2025 Capital Analysts LLC85,648$3.72M0.1%+66.1%0.067%
5/14/2025 HC Advisors LLC378,754$16.45M12.3%+2.6%0.294%
5/14/2025 Laraway Financial Advisors Inc5,344$232K0.2%N/A0.004%
5/14/2025 Financial Advisors Network Inc.6,683$290K0.0%-7.5%0.005%
5/13/2025 Global View Capital Management LLC81,225$3.53M1.3%N/A0.063%
5/13/2025 Steward Partners Investment Advisory LLC215,269$9.35M0.1%+4.4%0.167%
5/13/2025 Raymond James Financial Inc.3,814,503$165.70M0.1%+20.6%2.964%
5/13/2025 Cresset Asset Management LLC12,297$534K0.0%-25.0%0.010%
5/13/2025 Nations Financial Group Inc. IA ADV29,176$1.27M0.1%-3.4%0.023%
5/13/2025 LWM Advisory Services LLC54,945$2.39M1.7%N/A0.043%
5/13/2025 Vestmark Advisory Solutions Inc.59,603$2.59M0.1%-8.4%0.046%
This document could hand you a shot at $915 every single weekend! (Ad)

Something fascinating happens in the options market when most traders aren't paying attention… While everyone else collects standard daily premiums Monday through Friday... There's a special opportunity to target TRIPLE premiums just for holding positions over the weekend. Think about that... Most traders get one day's worth of premium for their trades. But by entering right before the weekend, when everything works out, you could collect THREE days worth - even though markets are closed for two of them. Thanks to a special discovery by a Wall Street legend who helped manage a $1.7 trillion firm – regular folks like you can now target extra cash from the markets on weekends… Just like he showed his small group of traders on December 20th with KO... A quick 2-minute setup Friday afternoon… Head out for the weekend... Monday morning? An extra $1,111 sitting in the account (with a $5k starting stake).

5/13/2025 HighTower Advisors LLC428,252$18.60M0.0%-1.7%0.333%
5/13/2025 Elevation Capital Advisory LLC221,959$9.64M4.2%N/A0.172%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors39,235$1.69M0.1%N/A0.031%
5/12/2025 Maia Wealth LLC29,775$1.19M0.3%+28.9%0.024%
5/12/2025 Independent Advisor Alliance102,314$4.45M0.1%-48.2%0.081%
5/12/2025 Benjamin Edwards Inc.81,644$3.55M0.0%-3.3%0.065%
5/9/2025 Atria Wealth Solutions Inc.196,145$8.52M0.1%+101.3%0.155%
5/9/2025 ROI Financial Advisors LLC72,327$3.14M2.3%-2.8%0.057%
5/9/2025 Commonwealth Equity Services LLC909,769$39.52M0.1%+20.3%0.719%
5/9/2025 Liberty Wealth Management LLC100,084$4.35M0.1%N/A0.079%
5/9/2025 PNC Financial Services Group Inc.21,327$926K0.0%-3.0%0.017%
5/9/2025 Barings LLC66,766$2.90M0.1%-8.5%0.053%
5/8/2025 Moors & Cabot Inc.30,348$1.32M0.1%+10.1%0.024%
5/8/2025 US Bancorp DE39,705$1.73M0.0%-1.1%0.031%
5/8/2025 Harbour Investments Inc.350,861$15.24M0.4%+7.0%0.277%
5/8/2025 Sound View Wealth Advisors Group LLC19,500$847K0.1%-6.2%0.015%
5/8/2025 FSB Premier Wealth Management Inc.32,688$1.42M0.6%+1.8%0.026%
5/8/2025 Entruity Wealth LLC27,901$1.21M1.1%-0.9%0.022%
5/8/2025 Arkadios Wealth Advisors78,592$3.41M0.1%+218.2%0.062%
5/8/2025 Marshall Investment Management LLC57,743$2.51M1.6%+65.1%0.046%
5/8/2025 Cozad Asset Management Inc.157,816$6.86M0.7%+2.7%0.125%
5/7/2025 N.E.W. Advisory Services LLC3,279$142K0.0%N/A0.003%
5/7/2025 Foundations Investment Advisors LLC15,083$655K0.0%-78.7%0.012%
5/7/2025 Prosperity Consulting Group LLC112,325$4.88M0.4%+9.4%0.089%
5/7/2025 LPL Financial LLC10,740,662$466.57M0.2%+17.9%8.487%
5/7/2025 Semus Wealth Partners LLC6,959$302K0.2%+20.6%0.005%
5/7/2025 First Heartland Consultants Inc.273,750$11.89M1.2%+125.4%0.216%
5/6/2025 Assetmark Inc.4,133$180K0.0%+38.7%0.003%
5/6/2025 Cetera Investment Advisers1,862,245$80.90M0.2%+3.7%1.472%
5/6/2025 Avantax Advisory Services Inc.179,330$7.79M0.0%+25.7%0.142%
5/6/2025 Kovack Advisors Inc.15,353$667K0.1%-11.1%0.012%
5/6/2025 Forge Financial Services LLC69,537$3.02M2.7%-4.5%0.055%
5/6/2025 AE Wealth Management LLC169,985$7.38M0.1%+331.0%0.134%
5/6/2025 Triumph Capital Management57,531$2.50M0.8%+130.1%0.045%
5/6/2025 Old Port Advisors6,195$269K0.1%-4.5%0.005%
5/6/2025 BlueChip Wealth Advisors LLC184,086$8.00M3.6%+11.9%0.145%
5/6/2025 Y Intercept Hong Kong Ltd4,878$212K0.0%N/A0.004%
5/6/2025 Flynn Zito Capital Management LLC28,385$1.23M0.6%+3.0%0.022%
5/5/2025 PCA Investment Advisory Services Inc.11,159$485K0.3%-2.7%0.009%
5/5/2025 Sargent Investment Group LLC60,992$2.65M0.4%+4.4%0.048%
5/5/2025 J.W. Cole Advisors Inc.99,892$4.34M0.1%+49.4%0.079%
5/5/2025 IFP Advisors Inc41,097$1.79M0.1%-2.2%0.032%
5/5/2025 Calton & Associates Inc.12,962$563K0.1%+18.9%0.010%
5/5/2025 Kestra Private Wealth Services LLC113,382$4.93M0.1%+6.3%0.090%
5/5/2025 SNS Financial Group LLC85,963$3.73M0.4%-4.6%0.068%
5/5/2025 PCG Wealth Advisors LLC82,915$3.60M1.3%+4.1%0.066%
5/5/2025 Financial Harvest LLC1,387$60K0.0%-84.7%0.001%
5/5/2025 Csenge Advisory Group1,773,862$71.06M4.0%+1.9%1.402%
5/5/2025 Formidable Asset Management LLC32,232$1.40M0.2%+3.8%0.025%
5/5/2025 Private Advisor Group LLC530,997$23.07M0.1%+4.7%0.420%
7 Tiny “Trump Stocks” Poised for Large Moves (Ad)

7 Cheap and Good Stocks to Buy Now 💰 Discover 7 massively discounted stocks ready for growth. This free report features companies like Stock #1, a niche AI leader in voice recognition technology, and Stock #6, an energy drink company rapidly expanding across major retailers.

Don’t miss out on these incredible opportunities.
5/2/2025 Fortis Group Advisors LLC164,903$7.16M1.4%+20.0%0.130%
5/2/2025 Kingsview Wealth Management LLC47,408$2.06M0.0%+11.8%0.037%
5/2/2025 Larson Financial Group LLC21,779$946K0.0%+9.3%0.017%
5/2/2025 SageOak Financial LLC10,495$456K0.4%-55.2%0.008%
5/2/2025 Apollon Wealth Management LLC13,076$568K0.0%-17.0%0.010%
5/2/2025 Sigma Planning Corp85,654$3.72M0.1%+0.6%0.068%
5/2/2025 Signaturefd LLC1,700$74K0.0%N/A0.001%
5/2/2025 Leelyn Smith LLC151,621$6.59M1.2%-2.3%0.120%
5/1/2025 CWM LLC17,146$745K0.0%+10.9%0.014%
5/1/2025 Stephens Inc. AR518,245$22.51M0.3%-5.7%0.410%
(Data available from 1/1/2016 forward)

FDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDL shares?

During the previous two years, 445 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index Fund. The most heavily invested institutionals were LPL Financial LLC ($466.57M), Morgan Stanley ($241.84M), Raymond James Financial Inc. ($165.70M), Ameriprise Financial Inc. ($144.27M), Wells Fargo & Company MN ($110.30M), Royal Bank of Canada ($86.46M), and Rockport Wealth LLC ($85.76M).Learn more on FDL's institutional investors.

Which institutional investors have been buying First Trust Morningstar Dividend Leaders Index Fund stock?

Of the 370 institutional investors that purchased First Trust Morningstar Dividend Leaders Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($9.92M), Raymond James Financial Inc. ($3.81M), LPL Financial LLC ($2.85M), Cetera Investment Advisers ($1.98M), Ameriprise Financial Inc. ($1.91M), Redhawk Wealth Advisors Inc. ($426.85K), and Strategic Financial Concepts LLC ($398.96K).

How much institutional buying is happening at First Trust Morningstar Dividend Leaders Index Fund?

Institutional investors have bought a total of 37,595,557 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Which First Trust Morningstar Dividend Leaders Index Fund major shareholders have been selling company stock?

Of the 256 institutional investors that sold First Trust Morningstar Dividend Leaders Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($5.34M), LPL Financial LLC ($1.76M), Raymond James & Associates ($1.02M), Cambridge Investment Research Advisors Inc. ($765.64K), Morgan Stanley ($741.14K), Kestra Advisory Services LLC ($715.30K), and Stephens Inc. AR ($688.53K).

How much institutional selling is happening at First Trust Morningstar Dividend Leaders Index Fund?

Institutional investors have sold a total of 25,983,883 shares in the last 24 months. This volume of shares sold represents approximately $956.55M in transactions.



This page (NYSEARCA:FDL) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners