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

First Trust Morningstar Dividend Leaders Index Fund logo
$43.51 -0.03 (-0.07%)
Closing price 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)
307
Total
Institutional Inflows
(last 12 months)
$1.18B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$424.80M
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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
10/7/2025Thurston Springer Miller Herd & Titak Inc.1,229$53K0.1%-80.8%0.001%
10/7/2025EWG Elevate Inc.149,216$6.48M2.0%+1.0%0.113%
10/6/2025Wisconsin Wealth Advisors LLC97,251$4.22M4.0%-0.6%0.073%
10/3/2025 Summit Financial Wealth Advisors LLC229,444$10.06M1.6%-0.3%0.173%
10/2/2025 Investors Research Corp128,810$5.59M1.0%+6.0%0.099%
10/1/2025 Hobart Private Capital LLC277,786$12.06M2.5%+12.4%0.214%
9/29/2025 Summit Financial Wealth Advisors LLC230,224$9.64M1.7%+3.9%0.177%
9/26/2025Corient Private Wealth LLC10,879$455K0.0%-3.9%0.008%
9/24/2025Fortitude Financial LLC24,509$1.03M0.7%N/A0.019%
9/11/2025Milestones Private Investment Advisors LLC35,936$1.51M1.1%N/A0.028%
9/9/2025NWF Advisory Services Inc.11,169$468K0.1%N/A0.009%
9/4/2025Osaic Holdings Inc.1,492,128$62.48M0.1%+35.2%1.148%
8/29/2025Centaurus Financial Inc.12,460$522K0.0%-2.2%0.010%
8/27/2025Orion Porfolio Solutions LLC63,284$2.65M0.0%-13.5%0.049%
8/25/2025Hilltop Partners LLC6,101$255K0.1%N/A0.005%
8/20/2025Coppell Advisory Solutions LLC49,292$2.02M0.2%-2.9%0.038%
8/19/2025B. Riley Wealth Advisors Inc.29,712$1.24M0.1%N/A0.023%
8/19/2025Advisory Services Network LLC33,716$1.43M0.0%+20.6%0.026%
8/18/2025Tyler Stone Wealth Management9,995$419K0.1%+2.5%0.008%
8/18/2025N.E.W. Advisory Services LLC732$31K0.0%-77.7%0.001%
8/18/2025Geneos Wealth Management Inc.29,296$1.23M0.0%+49.7%0.023%
8/15/2025Corient Private Wealth LLC10,879$455K0.0%-3.9%0.008%
8/15/2025Equitable Holdings Inc.191,086$8.00M0.1%+9.7%0.147%
8/15/2025Captrust Financial Advisors22,117$926K0.0%+56.3%0.017%
8/15/2025Snowden Capital Advisors LLC80,027$3.35M0.1%+56.5%0.062%
8/15/2025Orion Porfolio Solutions LLC63,284$2.65M0.0%-13.5%0.049%
8/15/2025MML Investors Services LLC150,432$6.30M0.0%+7.3%0.116%
8/15/2025Garden State Investment Advisory Services LLC9,843$412K0.1%N/A0.008%
8/15/2025Benjamin Edwards Inc.82,255$3.44M0.0%+0.7%0.063%
8/15/2025BNP Paribas Financial Markets150,000$6.28M0.0%+938.1%0.115%
8/15/2025Blue Capital Inc.29,905$1.25M0.9%N/A0.023%
8/15/2025Bank of America Corp DE2,515,726$105.33M0.0%+6.2%1.936%
8/15/2025Ameriprise Financial Inc.3,911,177$163.77M0.0%+17.8%3.010%
8/14/2025Jane Street Group LLC22,753$953K0.0%N/A0.018%
8/14/2025Raymond James Financial Inc.4,226,227$176.95M0.1%+10.8%3.252%
8/14/2025Darwin Wealth Management LLC3,887$163K0.1%N/A0.003%
8/14/2025LWM Advisory Services LLC29,483$1.23M0.9%-46.3%0.023%
8/14/2025Main Street Financial Solutions LLC10,919$457K0.0%-7.9%0.008%
8/14/2025NewEdge Advisors LLC126,331$5.29M0.0%+20.5%0.097%
8/14/2025Qube Research & Technologies Ltd113,313$4.74M0.0%+18.9%0.087%
8/13/2025Per Stirling Capital Management LLC.106,874$4.48M0.6%+185.7%0.082%
8/13/2025Rockport Wealth LLC1,930,788$80.84M18.7%-2.2%1.486%
8/13/2025StoneX Group Inc.43,046$1.80M0.1%+249.3%0.033%
8/13/2025Cresset Asset Management LLC12,593$527K0.0%+2.4%0.010%
8/13/2025Proactive Wealth Strategies LLC77,732$3.26M1.5%+0.7%0.060%
8/13/2025Gateway Wealth Partners LLC66,736$2.79M0.5%+45.8%0.051%
8/13/2025Baird Financial Group Inc.87,697$3.67M0.0%-8.2%0.067%
8/13/2025First Trust Advisors LP205,064$8.59M0.0%+15.6%0.158%
8/13/2025EverSource Wealth Advisors LLC5,802$243K0.0%N/A0.004%
8/13/2025Smith Moore & CO.45,611$1.91M0.2%+7.9%0.035%
8/13/2025VestGen Advisors LLC175,631$7.53M0.3%+23.9%0.135%
8/13/2025Trustmark Bank Trust Department17,000$712K0.0%+70.0%0.013%
8/13/2025Level Four Advisory Services LLC10,655$446K0.0%-11.1%0.008%
8/13/2025Northwestern Mutual Wealth Management Co.1,733,258$72.57M0.1%+12.2%1.334%
8/13/2025Maia Wealth LLC46,337$1.94M0.4%+55.6%0.036%
8/12/2025J.W. Cole Advisors Inc.136,406$5.71M0.1%+36.6%0.105%
8/12/2025Steward Partners Investment Advisory LLC181,480$7.60M0.1%-15.7%0.140%
8/12/2025Jaffetilchin Investment Partners LLC10,879$455K0.0%N/A0.008%
8/12/2025CreativeOne Wealth LLC15,598$653K0.0%-12.4%0.012%
8/12/2025Global Retirement Partners LLC17,757$743K0.0%N/A0.014%
8/12/2025Barings LLC88,348$3.70M0.1%+32.3%0.068%
8/12/2025Entruity Wealth LLC32,154$1.35M1.1%+15.2%0.025%
8/12/2025Cozad Asset Management Inc.158,751$6.65M0.6%+0.6%0.122%
8/12/2025Del Sette Capital Management LLC184,922$7.74M5.4%N/A0.142%
8/12/2025JPMorgan Chase & Co.235,729$9.87M0.0%-75.8%0.181%
8/12/2025Wisconsin Wealth Advisors LLC97,807$4.10M4.7%+4.8%0.075%
8/12/2025PKS Advisory Services LLC46,654$1.95M0.5%-0.6%0.036%
8/12/2025GDS Wealth Management51,601$2.16M0.2%-43.3%0.040%
8/11/2025TD Waterhouse Canada Inc.80,894$3.45M0.0%N/A0.062%
8/11/2025TRUE Private Wealth Advisors761,386$31.88M3.6%-10.1%0.586%
8/11/2025Semus Wealth Partners LLC7,325$307K0.2%+5.3%0.006%
8/8/2025Rockefeller Capital Management L.P.198,977$8.33M0.0%+2.2%0.153%
8/8/2025Kingsview Wealth Management LLC56,782$2.38M0.0%+19.8%0.044%
8/8/2025Collaborative Wealth Managment Inc.54,652$2.29M1.0%-5.1%0.042%
8/8/2025Avantax Advisory Services Inc.125,343$5.25M0.0%-30.1%0.097%
8/8/2025WealthTrust Asset Management LLC6,540$274K0.2%-20.3%0.005%
8/8/2025Cetera Investment Advisers2,075,810$86.91M0.1%+11.5%1.600%
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%
8/6/2025Prospera Financial Services Inc291,373$12.21M0.2%+1.8%0.225%
8/6/2025AE Wealth Management LLC38,485$1.61M0.0%-77.4%0.030%
8/6/2025Vestmark Advisory Solutions Inc.107,232$4.49M0.1%+79.9%0.083%
8/6/2025ROI Financial Advisors LLC73,028$3.06M1.9%+1.0%0.056%
8/6/2025Csenge Advisory Group1,783,853$74.60M3.9%+0.6%1.375%
8/6/2025SNS Financial Group LLC84,508$3.54M0.3%-1.7%0.065%
8/6/2025Moors & Cabot Inc.28,238$1.18M0.1%-7.0%0.022%
8/6/2025RFG Bristol Wealth Advisors LLC57,277$2.40M0.7%+72.4%0.044%
8/5/2025HFG Advisors Inc.122,420$5.13M4.1%+1.9%0.094%
8/5/2025Prosperity Consulting Group LLC124,626$5.22M0.4%+11.0%0.096%
8/5/2025Sigma Planning Corp104,582$4.38M0.1%+22.1%0.081%
8/5/2025Strategic Financial Concepts LLC5,766$241K0.0%-48.8%0.004%
8/5/2025Atlas Private Wealth Advisors42,952$1.80M0.2%N/A0.033%
(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, 455 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. ($176.95M), Ameriprise Financial Inc. ($163.77M), Wells Fargo & Company MN ($110.30M), Bank of America Corp DE ($105.33M), and Cetera Investment Advisers ($86.91M).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 389 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 ($9.90M), Raymond James Financial Inc. ($4.23M), LPL Financial LLC ($2.85M), Ameriprise Financial Inc. ($2.50M), Cetera Investment Advisers ($2.19M), Bank of America Corp DE ($528.47K), and Redhawk Wealth Advisors Inc. ($426.85K).

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

Institutional investors have bought a total of 28,178,622 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

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

Of the 193 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), JPMorgan Chase & Co. ($740.37K), Jones Financial Companies Lllp ($275.71K), Spectrum Wealth Advisory Group LLC ($243.87K), TRUE Private Wealth Advisors ($170.10K), and Mach 1 Financial Group LLC ($160.56K).

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

Institutional investors have sold a total of 10,344,842 shares in the last 24 months. This volume of shares sold represents approximately $424.80M in transactions.


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This page (NYSEARCA:FDL) was last updated on 10/7/2025 by MarketBeat.com Staff
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