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

First Trust Morningstar Dividend Leaders Index Fund logo
$43.11 -0.13 (-0.30%)
Closing price 07/14/2025 04:10 PM Eastern
Extended Trading
$43.11 0.00 (0.00%)
As of 07/14/2025 06:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
273
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$397.17M
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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
7/14/2025Financial Harvest LLC9,063$379K0.3%+553.4%0.007%
7/14/2025Clear Harbor Asset Management LLC6,625$277K0.0%-4.7%0.005%
7/14/2025U.S. Capital Wealth Advisors LLC5,238$219K0.0%-91.0%0.004%
7/14/2025Lighthouse Wealth Management Inc.13,057$547K0.5%N/A0.010%
7/14/2025Southland Equity Partners LLC511,444$21.41M4.7%+1.7%0.395%
7/11/2025 Quad Cities Investment Group LLC46,029$1.93M0.9%-2.4%0.036%
7/11/2025 Farther Finance Advisors LLC72,196$3.02M0.1%+104.9%0.056%
7/11/2025 Silver Oak Securities Incorporated29,074$1.22M0.1%-75.4%0.022%
7/11/2025 Pinnacle Bancorp Inc.1,764$74K0.0%-24.2%0.001%
7/11/2025 Bell Bank7,922$332K0.0%-46.6%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC146,593$6.33M0.0%+17.5%0.113%
7/10/2025 KMG Fiduciary Partners LLC24,773$1.04M0.1%+2.0%0.019%
7/10/2025 Focus Financial Network Inc.9,969$417K0.0%-48.0%0.008%
7/9/2025 Keystone Wealth Services LLC15,918$666K0.2%N/A0.012%
7/9/2025 Balefire LLC41,999$1.76M0.4%N/A0.032%
7/9/2025 Triumph Capital Management47,799$2.00M0.6%-16.9%0.037%
7/9/2025 Key Client Fiduciary Advisors LLC180,856$7.57M3.1%+0.7%0.140%
7/9/2025 Beacon Financial Group501,128$20.98M2.2%-2.7%0.387%
7/8/2025 Next Level Private LLC252,423$10.57M3.4%+2.0%0.195%
7/8/2025 Goldstone Financial Group LLC221,279$9.56M1.3%+34.1%0.171%
7/8/2025 NBC Securities Inc.31,606$1.32M0.1%+4.5%0.024%
7/7/2025 Investors Research Corp121,570$5.09M1.0%+9.0%0.094%
7/7/2025 Teamwork Financial Advisors LLC48,843$2.05M0.2%+2.3%0.038%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.6,399$268K0.0%+27.7%0.005%
7/2/2025 Crumly & Associates Inc.20,005$838K0.2%-14.0%0.015%
6/2/2025Modern Wealth Management LLC26,983$1.17M0.0%+7.6%0.021%
5/28/2025Intrua Financial LLC17,609$765K0.1%-7.3%0.014%
5/21/2025McAdam LLC230,244$10.00M0.6%+19.9%0.179%
5/21/2025Geneos Wealth Management Inc.19,567$850K0.0%+9.5%0.015%
5/20/2025Belpointe Asset Management LLC17,081$742K0.0%-3.1%0.013%
5/20/2025Integrity Alliance LLC.41,053$1.78M0.1%N/A0.032%
5/19/2025Advisory Alpha LLC31,413$1.37M0.0%-5.1%0.024%
5/16/2025Coppell Advisory Solutions LLC50,788$2.09M0.2%+222.3%0.039%
5/16/2025Signature Estate & Investment Advisors LLC18,830$818K0.0%+85.2%0.015%
5/16/2025Ashton Thomas Private Wealth LLC4,648$202K0.0%N/A0.004%
5/16/2025Jones Financial Companies Lllp1,100$45K0.0%-99.6%0.001%
5/16/2025Rockport Wealth LLC1,974,095$85.76M30.3%+1.2%1.534%
5/16/2025Pinnacle Family Advisors LLC21,116$917K0.5%-5.7%0.016%
5/16/2025Plotkin Financial Advisors LLC4,617$201K0.1%N/A0.004%
5/15/2025Paragon Private Wealth Management LLC9,929$431K0.2%-22.6%0.008%
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5/15/2025Focus Partners Advisor Solutions LLC10,643$462K0.0%N/A0.008%
5/15/2025Ameriflex Group Inc.14,803$643K0.3%-2.2%0.012%
5/15/2025Royal Bank of Canada1,990,425$86.46M0.0%+1.1%1.547%
5/15/2025Calton & Associates Inc.10,135$440K0.1%-7.0%0.008%
5/15/2025Spectrum Wealth Advisory Group LLC36,772$1.60M0.8%-10.6%0.029%
5/15/2025Baird Financial Group Inc.95,545$4.15M0.0%+5.2%0.074%
5/15/2025Mission Creek Capital Partners Inc.40,364$1.75M0.4%-0.8%0.031%
5/14/2025Triad Wealth Partners LLC16,007$695K0.2%+10.4%0.012%
5/14/2025Per Stirling Capital Management LLC.37,404$1.63M0.2%N/A0.029%
5/14/2025Comerica Bank65,063$2.83M0.0%+2.5%0.051%
5/14/2025Synovus Financial Corp11,610$504K0.0%+4.2%0.009%
5/14/2025Northwestern Mutual Wealth Management Co.1,545,431$67.13M0.1%-0.6%1.201%
5/14/2025Kestra Advisory Services LLC308,878$13.42M0.1%-9.4%0.240%
5/14/2025Ameriprise Financial Inc.3,320,971$144.27M0.0%+10.4%2.580%
5/14/2025Summit Financial LLC25,473$1.11M0.0%+16.6%0.020%
5/14/2025GDS Wealth Management90,932$3.95M0.3%+41.5%0.071%
5/14/2025Capital Analysts LLC85,648$3.72M0.1%+66.1%0.067%
5/14/2025HC Advisors LLC378,754$16.45M12.3%+2.6%0.294%
5/14/2025Laraway Financial Advisors Inc5,344$232K0.2%N/A0.004%
5/14/2025Financial Advisors Network Inc.6,683$290K0.0%-7.5%0.005%
5/13/2025Global View Capital Management LLC81,225$3.53M1.3%N/A0.063%
5/13/2025Steward Partners Investment Advisory LLC215,269$9.35M0.1%+4.4%0.167%
5/13/2025Raymond James Financial Inc.3,814,503$165.70M0.1%+20.6%2.964%
5/13/2025Cresset Asset Management LLC12,297$534K0.0%-25.0%0.010%
5/13/2025Nations Financial Group Inc. IA ADV29,176$1.27M0.1%-3.4%0.023%
5/13/2025LWM Advisory Services LLC54,945$2.39M1.7%N/A0.043%
5/13/2025Vestmark Advisory Solutions Inc.59,603$2.59M0.1%-8.4%0.046%
5/13/2025HighTower Advisors LLC428,252$18.60M0.0%-1.7%0.333%
5/13/2025Elevation Capital Advisory LLC221,959$9.64M4.2%N/A0.172%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors39,235$1.69M0.1%N/A0.031%
5/12/2025Maia Wealth LLC29,775$1.19M0.3%+28.9%0.024%
5/12/2025Independent Advisor Alliance102,314$4.45M0.1%-48.2%0.081%
5/12/2025Benjamin Edwards Inc.81,644$3.55M0.0%-3.3%0.065%
5/9/2025Atria Wealth Solutions Inc.196,145$8.52M0.1%+101.3%0.155%
5/9/2025ROI Financial Advisors LLC72,327$3.14M2.3%-2.8%0.057%
5/9/2025Commonwealth Equity Services LLC909,769$39.52M0.1%+20.3%0.719%
5/9/2025Liberty Wealth Management LLC100,084$4.35M0.1%N/A0.079%
5/9/2025PNC Financial Services Group Inc.21,327$926K0.0%-3.0%0.017%
5/9/2025Barings LLC66,766$2.90M0.1%-8.5%0.053%
5/8/2025Moors & Cabot Inc.30,348$1.32M0.1%+10.1%0.024%
5/8/2025US Bancorp DE39,705$1.73M0.0%-1.1%0.031%
5/8/2025Harbour Investments Inc.350,861$15.24M0.4%+7.0%0.277%
5/8/2025Sound View Wealth Advisors Group LLC19,500$847K0.1%-6.2%0.015%
5/8/2025FSB Premier Wealth Management Inc.32,688$1.42M0.6%+1.8%0.026%
5/8/2025Entruity Wealth LLC27,901$1.21M1.1%-0.9%0.022%
5/8/2025Arkadios Wealth Advisors78,592$3.41M0.1%+218.2%0.062%
5/8/2025Marshall Investment Management LLC57,743$2.51M1.6%+65.1%0.046%
5/8/2025Cozad Asset Management Inc.157,816$6.86M0.7%+2.7%0.125%
5/7/2025N.E.W. Advisory Services LLC3,279$142K0.0%N/A0.003%
5/7/2025Foundations Investment Advisors LLC15,083$655K0.0%-78.7%0.012%
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5/7/2025Prosperity Consulting Group LLC112,325$4.88M0.4%+9.4%0.089%
5/7/2025LPL Financial LLC10,740,662$466.57M0.2%+17.9%8.487%
5/7/2025Semus Wealth Partners LLC6,959$302K0.2%+20.6%0.005%
5/7/2025First Heartland Consultants Inc.273,750$11.89M1.2%+125.4%0.216%
5/6/2025Assetmark Inc.4,133$180K0.0%+38.7%0.003%
5/6/2025Cetera Investment Advisers1,862,245$80.90M0.2%+3.7%1.472%
5/6/2025Avantax Advisory Services Inc.179,330$7.79M0.0%+25.7%0.142%
5/6/2025Kovack Advisors Inc.15,353$667K0.1%-11.1%0.012%
5/6/2025Forge Financial Services LLC69,537$3.02M2.7%-4.5%0.055%
5/6/2025AE Wealth Management LLC169,985$7.38M0.1%+331.0%0.134%
(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 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 369 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 ($9.92M), 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 24,706,901 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

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

Of the 182 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 ($5.34M), LPL Financial LLC ($370.40K), Cetera Investment Advisers ($319.91K), Jones Financial Companies Lllp ($275.71K), Spectrum Wealth Advisory Group LLC ($243.87K), Kowal Investment Group LLC ($226.87K), and Elevated Capital Advisors LLC ($178.39K).

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

Institutional investors have sold a total of 9,892,729 shares in the last 24 months. This volume of shares sold represents approximately $397.17M in transactions.


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This page (NYSEARCA:FDL) was last updated on 7/15/2025 by MarketBeat.com Staff
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