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

First Trust Morningstar Dividend Leaders Index Fund logo
$43.19 +0.01 (+0.02%)
Closing price 04:10 PM Eastern
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$43.20 +0.01 (+0.01%)
As of 05:56 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)
310
Total
Institutional Inflows
(last 12 months)
$961.13M
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$424.38M
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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
10/22/2025CoreCap Advisors LLC21,849$948K0.0%-31.1%0.016%
10/22/2025RFG Bristol Wealth Advisors LLC47,057$2.04M0.6%-17.8%0.035%
10/22/2025Gladstone Institutional Advisory LLC39,026$1.69M0.1%+4.6%0.029%
10/22/2025Geneos Wealth Management Inc.31,002$1.35M0.0%+5.8%0.023%
10/22/2025D.A. Davidson & CO.489,302$21.24M0.1%+2.8%0.364%
10/22/2025Daymark Wealth Partners LLC23,101$1.00M0.0%+5.7%0.017%
10/22/2025GoalVest Advisory LLC680$30K0.0%N/A0.001%
10/22/2025Commonwealth Equity Services LLC931,902$40.45M0.1%-0.5%0.694%
10/21/2025Bell Bank6,858$298K0.0%-13.4%0.005%
10/21/2025SteelPeak Wealth LLC28,962$1.26M0.0%+38.9%0.022%
10/21/2025Silver Oak Securities Incorporated30,352$1.32M0.1%+4.4%0.023%
10/21/2025Salomon & Ludwin LLC75,125$3.30M0.3%-4.9%0.056%
10/20/2025Mattern Wealth Management LLC7,164$311K0.1%-15.2%0.005%
10/20/2025XML Financial LLC11,289$490K0.0%+8.9%0.008%
10/20/2025Merit Financial Group LLC19,668$854K0.0%+93.5%0.015%
10/20/2025Swisher Financial Concepts Inc.5,533$240K0.1%-18.2%0.004%
10/20/2025Lighthouse Wealth Management Inc.21,487$933K0.8%+64.6%0.016%
10/20/2025Ergawealth Advisors Inc.5,829$253K0.1%-85.1%0.004%
10/20/2025Salzhauer Michael4,753$206K0.1%N/A0.004%
10/20/2025Continuum Advisory LLC20,812$903K0.1%+11.9%0.015%
10/17/2025HM Payson & Co.3,000$130K0.0%N/A0.002%
10/17/20251900 Wealth Management LLC37,604$1.63M0.1%-3.7%0.028%
10/17/2025Goldstone Financial Group LLC284,904$12.37M1.5%+28.8%0.212%
10/17/2025Archford Capital Strategies LLC22,355$970K0.1%-21.2%0.017%
10/17/2025Sowell Financial Services LLC194,378$8.44M0.3%+3,430.9%0.145%
10/17/2025Founders Grove Wealth Partners LLC75,320$3.27M0.8%-1.5%0.056%
10/17/2025FSM Wealth Advisors LLC122,279$5.31M0.8%-2.5%0.091%
10/16/2025 Oldfather Financial Services LLC9,008$391K0.1%+4.3%0.007%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.54,241$2.36M0.7%+1.9%0.040%
10/16/2025 Neumann Capital Management LLC23,950$1.04M0.3%-13.7%0.018%
10/16/2025 Horst & Graben Wealth Management LLC4,662$202K0.0%-16.1%0.003%
10/16/2025 Randall & Associates Wealth Management177,617$7.71M5.6%+41.8%0.132%
10/16/2025 Quad Cities Investment Group LLC45,156$1.96M0.8%-1.9%0.034%
10/15/2025 CWM LLC22,451$975K0.0%+10.4%0.017%
10/15/2025 Iams Wealth Management LLC12,673$550K0.2%+2.7%0.009%
10/15/2025 World Investment Advisors68,987$3.00M0.1%+160.6%0.051%
10/15/2025 Brookstone Capital Management10,212$443K0.0%+102.1%0.008%
10/15/2025 Private Trust Co. NA34,236$1.49M0.1%+27.6%0.025%
10/15/2025 Southland Equity Partners LLC508,844$22.09M4.5%-0.5%0.379%
10/15/2025 Manchester Financial Inc.302,154$13.12M2.6%+11.6%0.225%
10/15/2025 Santori & Peters Inc.32,087$1.39M0.5%+1.5%0.024%
10/15/2025 Vontobel Holding Ltd.17,508$760K0.0%-4.6%0.013%
10/15/2025 DAVENPORT & Co LLC74,663$3.24M0.0%-2.8%0.056%
10/14/2025 Key Client Fiduciary Advisors LLC181,673$7.89M2.6%+0.5%0.135%
10/14/2025 Farther Finance Advisors LLC91,053$3.95M0.1%+26.1%0.068%
10/14/2025 AIFG Consultants Ltd.9,288$403K0.7%-6.8%0.007%
10/14/2025 HBK Sorce Advisory LLC5,805$251K0.0%+11.1%0.004%
10/14/2025 Fortitude Financial LLC18,101$786K0.5%-26.1%0.013%
10/10/2025 Natural Investments LLC12,488$542K0.1%N/A0.009%
10/10/2025 KMG Fiduciary Partners LLC24,522$1.06M0.1%-1.0%0.018%
10/9/2025 U.S. Capital Wealth Advisors LLC5,551$241K0.0%+6.0%0.004%
10/8/2025 Genesis Private Wealth LLC110,355$4.79M2.0%+2.7%0.083%
10/8/2025 RDA Financial Network6,898$299K0.1%-10.7%0.005%
10/8/2025 Accel Wealth Management13,284$577K0.2%-7.0%0.010%
10/8/2025 Beacon Financial Group494,482$21.47M2.1%-1.3%0.373%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.1,229$53K0.1%-80.8%0.001%
10/7/2025 EWG Elevate Inc.149,216$6.48M2.0%+1.0%0.113%
10/6/2025 Wisconsin 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%
9/24/2025 Fortitude 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%
8/14/2025 Darwin 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%
(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 391 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 ($9.89M), 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 23,054,266 shares in the last 24 months. This purchase volume represents approximately $961.13M in transactions.

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

Of the 197 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 10,331,245 shares in the last 24 months. This volume of shares sold represents approximately $424.38M in transactions.


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This page (NYSEARCA:FDL) was last updated on 10/22/2025 by MarketBeat.com Staff
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