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

First Trust Morningstar Dividend Leaders Index Fund logo
$42.64 +0.32 (+0.74%)
Closing price 03:58 PM Eastern
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$42.64 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL)

Number of
Institutional Buyers
(last 12 months)
294
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$415.75M
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FDL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Creative Planning427,638$17.91M0.0%-72.6%0.330%
8/8/2025Foundations Investment Advisors LLC15,839$663K0.0%+5.0%0.012%
8/8/2025Intrua Financial LLC18,484$774K0.1%+5.0%0.014%
8/8/2025Good Life Advisors LLC85,001$3.56M0.2%+24.9%0.066%
8/8/2025SageOak Financial LLC5,344$224K0.2%-49.1%0.004%
8/8/2025PNC Financial Services Group Inc.20,436$856K0.0%-4.2%0.016%
8/7/2025PCG Wealth Advisors LLC84,212$3.53M1.8%+1.6%0.065%
8/7/2025New England Private Wealth Advisors LLC22,695$970K0.1%N/A0.017%
8/7/2025PFG Advisors14,070$589K0.0%+88.3%0.011%
8/7/2025HC Advisors LLC380,189$15.92M11.2%+0.4%0.293%
8/6/2025 Prospera Financial Services Inc291,373$12.21M0.2%+1.8%0.225%
8/6/2025 AE Wealth Management LLC38,485$1.61M0.0%-77.4%0.030%
8/6/2025 Vestmark Advisory Solutions Inc.107,232$4.49M0.1%+79.9%0.083%
8/6/2025 ROI Financial Advisors LLC73,028$3.06M1.9%+1.0%0.056%
8/6/2025 Csenge Advisory Group1,783,853$74.60M3.9%+0.6%1.375%
8/6/2025 SNS Financial Group LLC84,508$3.54M0.3%-1.7%0.065%
8/6/2025 Moors & Cabot Inc.28,238$1.18M0.1%-7.0%0.022%
8/6/2025 RFG Bristol Wealth Advisors LLC57,277$2.40M0.7%+72.4%0.044%
8/5/2025 HFG Advisors Inc.122,420$5.13M4.1%+1.9%0.094%
8/5/2025 Prosperity Consulting Group LLC124,626$5.22M0.4%+11.0%0.096%
8/5/2025 Sigma Planning Corp104,582$4.38M0.1%+22.1%0.081%
8/5/2025 Strategic Financial Concepts LLC5,766$241K0.0%-48.8%0.004%
8/5/2025 Atlas Private Wealth Advisors42,952$1.80M0.2%N/A0.033%
8/4/2025 Integrity Alliance LLC.4,973$208K0.0%-87.9%0.004%
8/4/2025 Creative Financial Designs Inc. ADV32,151$1.35M0.1%+1.8%0.025%
8/4/2025 Tradewinds LLC.11,432$479K0.4%N/A0.009%
8/4/2025 IFG Advisory LLC26,824$1.12M0.1%+89.5%0.021%
8/4/2025 Atria Investments Inc29,859$1.25M0.0%-15.6%0.023%
8/4/2025 Assetmark Inc.8,424$353K0.0%+103.8%0.006%
8/4/2025 Arkadios Wealth Advisors72,953$3.06M0.1%-7.2%0.056%
8/4/2025 World Investment Advisors26,469$1.11M0.0%+5.9%0.020%
8/4/2025 Flagship Harbor Advisors LLC18,785$787K0.0%+6.6%0.014%
8/4/2025 Daymark Wealth Partners LLC21,846$915K0.0%-6.9%0.017%
8/4/2025 Waterfront Wealth Inc.6,695$280K0.1%-3.5%0.005%
8/1/2025 Advisory Alpha LLC30,421$1.27M0.0%-3.2%0.023%
8/1/2025 Rossby Financial LCC1,983$83K0.0%+134.4%0.002%
8/1/2025 Y Intercept Hong Kong Ltd12,666$530K0.0%+159.7%0.010%
8/1/2025 Ashton Thomas Private Wealth LLC5,049$211K0.0%+8.6%0.004%
8/1/2025 Envestnet Asset Management Inc.1,263,811$52.92M0.0%+18.2%0.973%
7/31/2025 Topsail Wealth Management LLC9,985$418K0.1%-2.7%0.008%
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7/31/2025 Leelyn Smith LLC154,407$6.47M1.1%+1.8%0.119%
7/31/2025 Hobart Private Capital LLC247,126$10.35M2.3%+22.2%0.190%
7/31/2025 FSM Wealth Advisors LLC125,380$5.36M0.9%N/A0.097%
7/31/2025 Turning Point Benefit Group Inc.21,474$899K0.7%+43.3%0.017%
7/30/2025 KPP Advisory Services LLC19,694$825K0.1%+1.8%0.015%
7/30/2025 Freedom Investment Management Inc.6,481$271K0.0%+10.7%0.005%
7/30/2025 BlueChip Wealth Advisors LLC186,226$7.80M3.2%+1.2%0.143%
7/30/2025 Rehmann Capital Advisory Group197,713$8.28M0.5%+13.1%0.152%
7/30/2025 D.A. Davidson & CO.475,760$19.92M0.1%+8.9%0.366%
7/30/2025 Avidian Wealth Enterprises LLC52,514$2.20M0.1%+2.4%0.040%
7/30/2025 Crewe Advisors LLC1,330$56K0.0%N/A0.001%
7/29/2025 Stephens Inc. AR520,211$21.78M0.3%+0.4%0.401%
7/29/2025 Salomon & Ludwin LLC78,961$3.41M0.3%-0.7%0.061%
7/29/2025 International Assets Investment Management LLC124,971$5.23M0.3%+4.0%0.096%
7/29/2025 Signature Estate & Investment Advisors LLC19,118$800K0.0%+1.5%0.015%
7/29/2025 United Bank7,774$325K0.1%-9.0%0.006%
7/29/2025 Koshinski Asset Management Inc.7,452$312K0.0%+6.6%0.006%
7/29/2025 Manchester Financial Inc.270,639$11.33M2.4%+14.6%0.209%
7/29/2025 Huntleigh Advisors Inc.7,129$298K0.1%-10.7%0.005%
7/29/2025 Stratos Wealth Partners LTD.99,505$4.17M0.1%+0.6%0.077%
7/29/2025 Stratos Wealth Advisors LLC61,615$2.58M0.1%+952.2%0.047%
7/29/2025 Private Trust Co. NA26,839$1.12M0.1%-15.8%0.021%
7/28/2025 WJ Wealth Management LLC185,569$7.77M2.5%-32.0%0.143%
7/28/2025 Harbour Investments Inc.374,677$15.69M0.4%+6.8%0.289%
7/28/2025 Founders Grove Wealth Partners LLC76,434$3.20M0.8%-1.2%0.059%
7/28/2025 RFG Advisory LLC162,183$6.79M0.2%+1,875.4%0.125%
7/25/2025 Priebe Wealth Holdings LLC23,612$989K0.9%+6.2%0.018%
7/25/2025 Atria Wealth Solutions Inc.160,497$6.73M0.2%-18.2%0.124%
7/25/2025 Envestnet Portfolio Solutions Inc.95,532$4M0.0%-20.3%0.074%
7/25/2025 Lion Street Advisors LLC15,569$652K0.2%+23.0%0.012%
7/25/2025 MGO One Seven LLC30,382$1.27M0.0%-9.0%0.023%
7/25/2025 Commonwealth Financial Services LLC25,753$1.08M0.2%-2.7%0.020%
7/25/2025 CWM LLC20,340$852K0.0%+18.6%0.016%
7/25/2025 Concurrent Investment Advisors LLC115,152$4.82M0.1%-2.1%0.089%
7/24/2025 JFS Wealth Advisors LLC154,588$6.47M0.4%+4.4%0.119%
7/24/2025 Cyndeo Wealth Partners LLC5,904$247K0.0%-15.4%0.005%
7/24/2025 IFP Advisors Inc44,051$1.84M0.1%+7.2%0.034%
7/24/2025 Blair William & Co. IL7,254$304K0.0%+28.7%0.006%
7/24/2025 US Bancorp DE39,409$1.65M0.0%-0.7%0.030%
7/24/2025 Columbia Advisory Partners LLC5,703$239K0.2%N/A0.004%
7/23/2025 Vontobel Holding Ltd.18,348$768K0.0%+36.5%0.014%
7/23/2025 Morey & Quinn Wealth Partners LLC13,365$560K0.4%-6.2%0.010%
7/23/2025 Eagle Strategies LLC6,873$288K0.0%+3.7%0.005%
7/23/2025 Clear Creek Financial Management LLC26,540$1.11M0.1%+8.7%0.020%
7/23/2025 RiverTree Advisors LLC57,028$2.39M1.6%N/A0.044%
7/23/2025 REAP Financial Group LLC12,358$517K0.1%-4.3%0.010%
7/23/2025 Kingswood Wealth Advisors LLC26,912$1.13M0.1%+25.3%0.021%
7/23/2025 Gentry Private Wealth LLC7,399$310K0.2%N/A0.006%
7/23/2025 Bennett Associates Wealth Management125,234$5.24M4.0%+31.2%0.097%
7/23/2025 SteelPeak Wealth LLC20,857$873K0.0%N/A0.016%
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7/23/2025 KPP Advisory Services LLC19,694$825K0.2%+1.8%0.015%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.53,222$2.23M0.7%-1.1%0.041%
7/22/2025 Belpointe Asset Management LLC16,165$677K0.0%-5.4%0.012%
7/22/2025 Valley National Advisers Inc.6,276$262K0.0%+17.5%0.005%
7/22/2025 DAVENPORT & Co LLC76,809$3.22M0.0%-2.1%0.059%
7/22/2025 Beacon Financial Advisory LLC23,345$977K0.3%+247.1%0.018%
7/22/2025 Wealthcare Advisory Partners LLC6,208$260K0.0%N/A0.005%
7/22/2025 Ergawealth Advisors Inc.39,000$1.63M0.7%+15.3%0.030%
7/22/2025 Accel Wealth Management14,283$598K0.2%-2.1%0.011%
7/21/2025 AIFG Consultants Ltd.9,971$417K0.8%-30.5%0.008%
(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, 444 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 First Trust Morningstar Dividend Leaders Index Fund's institutional investors.

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

Of the 379 institutional investors that purchased First Trust Morningstar Dividend Leaders Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($9.91M), 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 25,303,612 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

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

Of the 184 institutional investors that sold First Trust Morningstar Dividend Leaders Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($5.33M), Creative Planning ($1.13M), Cetera Investment Advisers ($319.91K), AE Wealth Management LLC ($279.28K), Jones Financial Companies Lllp ($275.71K), Spectrum Wealth Advisory Group LLC ($243.87K), and Kowal Investment Group LLC ($226.87K).

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

Institutional investors have sold a total of 10,217,690 shares in the last 24 months. This volume of shares sold represents approximately $415.75M in transactions.


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This page (NYSEARCA:FDL) was last updated on 8/8/2025 by MarketBeat.com Staff
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