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

First Trust Morningstar Dividend Leaders Index Fund logo
$50.08 +0.10 (+0.20%)
Closing price 04:10 PM Eastern
Extended Trading
$49.98 -0.10 (-0.21%)
As of 07:49 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)
342
Total
Institutional Inflows
(last 12 months)
$741.19M
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional Outflows
(last 12 months)
$483.82M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp22,060$1.12M0.0%+32.8%0.015%
5/5/2026Collaborative Wealth Managment Inc.48,576$2.47M1.1%-13.0%0.033%
5/5/2026Geneos Wealth Management Inc.34,163$1.74M0.0%+6.6%0.023%
5/5/2026SouthState Bank Corp633$32K0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC42,633$2.17M0.0%-2.4%0.029%
5/5/2026BlueChip Wealth Advisors LLC169,708$8.62M3.8%-2.8%0.116%
5/5/2026 Sigma Planning Corp96,955$4.93M0.1%-11.6%0.066%
5/5/2026 Nwam LLC20,684$1.05M0.1%+1.3%0.014%
5/5/2026 Flynn Zito Capital Management LLC30,436$1.55M0.5%+4.9%0.021%
5/4/2026 Milestones Private Investment Advisors LLC74,621$3.79M3.3%+7.0%0.051%
5/4/2026 Retirement Planning Group LLC17,791$904K0.0%N/A0.012%
5/4/2026 Illumine Investment Management LLC18,544$942K0.7%+44.1%0.013%
5/4/2026 Del Sette Capital Management LLC286,124$14.54M8.7%+6.6%0.195%
5/2/2026 International Assets Investment Management LLC136,962$6.88M0.2%+5.3%0.093%
5/2/2026 United Bank14,386$731K0.2%+90.0%0.010%
5/1/2026 Fifth Third Bancorp63,912$3.25M0.0%N/A0.044%
4/30/2026 Elevated Capital Advisors LLC94,796$4.82M1.2%-3.3%0.065%
4/30/2026 Meadow Creek Wealth Advisors LLC7,998$406K0.3%+28.0%0.005%
4/30/2026 Beacon Financial Group471,986$23.98M2.4%-3.9%0.322%
4/30/2026 Kestra Advisory Services LLC696,641$35.39M0.1%+46.1%0.476%
4/30/2026 Money Concepts Capital Corp14,439$734K0.0%-11.9%0.010%
4/30/2026 CFS Investment Advisory Services LLC126,507$6.29M0.4%-10.1%0.086%
4/29/2026 KERR FINANCIAL PLANNING Corp3,605$180K0.2%-8.4%0.002%
4/28/2026 FLP Wealth Management LLC7,310$371K0.6%N/A0.005%
4/28/2026 Ascentis Independent Advisors16,062$816K0.1%N/A0.011%
4/28/2026 Stephens Inc. AR542,724$27.57M0.3%-1.1%0.370%
4/28/2026 Steigerwald Gordon & Koch Inc.3,050$155K0.0%N/A0.002%
4/28/2026 Beacon Financial Advisory LLC39,608$2.01M0.5%-19.1%0.027%
4/27/2026 Altus Wealth Group LLC25,951$1.32M0.5%-1.7%0.018%
4/27/2026 Leelyn Smith LLC160,776$8.17M1.1%+2.2%0.110%
4/27/2026 PFG Investments LLC52,737$2.68M0.1%+3.1%0.036%
4/27/2026 Kelman Lazarov Inc.4,275$217K0.0%N/A0.003%
4/27/2026 World Investment Advisors83,273$4.23M0.1%+12.9%0.057%
4/27/2026 Private Advisor Group LLC1,219,939$61.97M0.3%+2.9%0.833%
4/27/2026 Elevation Point Wealth Partners LLC13,464$684K0.0%+27.0%0.009%
4/25/2026 KPP Advisory Services LLC20,212$1.03M0.1%+113.7%0.014%
4/25/2026 Center for Wealth Management Advisory284,409$14.45M10.4%-0.2%0.194%
4/24/2026 Petros Family Wealth LLC4,477$227K0.2%N/A0.003%
4/24/2026 Twin City Private Wealth LLC5,637$286K0.2%-4.3%0.004%
4/24/2026 Lighthouse Wealth Management Inc.37,796$1.92M1.3%+46.3%0.026%
4/23/2026 Manchester Financial Inc.315,646$16.04M3.1%-10.5%0.216%
4/23/2026 Mayflower Financial Advisors LLC5,174$263K0.0%N/A0.004%
4/23/2026 Intrua Financial LLC19,836$1.01M0.1%+3.4%0.014%
4/23/2026 Continuum Advisory LLC29,507$1.50M0.1%+7.5%0.020%
4/23/2026 Asset Allocation Strategies LLC8,392$426K0.1%N/A0.006%
4/23/2026 Networth Advisors LLC1,007$51K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC12,627$641K0.0%-5.3%0.009%
4/23/2026 Formidable Asset Management LLC35,270$1.79M0.3%-1.7%0.024%
4/23/2026 Wetzel Investment Advisors Inc.62,247$3.16M1.3%-1.7%0.043%
4/22/2026 Janney Montgomery Scott LLC657,281$33.39M0.1%+0.4%0.449%
4/22/2026 apricus wealth LLC4,266$217K0.1%N/A0.003%
4/22/2026 FLP Wealth Management LLC1,219$62K0.1%N/A0.001%
4/21/2026 Maridea Wealth Management LLC27,020$1.37M0.2%+7.1%0.018%
4/21/2026 Independent Wealth Network Inc.3,973$202K0.1%N/A0.003%
4/21/2026 Fairvoy Private Wealth LLC92,833$4.72M1.1%N/A0.063%
4/21/2026 Silver Oak Securities Incorporated79,350$4.03M0.3%+123.0%0.054%
4/20/2026 RFG Advisory LLC330,271$16.78M0.3%+45.1%0.226%
4/20/2026 Provenance Wealth Advisors LLC7,871$400K0.0%-2.6%0.005%
4/18/2026 PMG Wealth Management Inc.81,869$4.16M3.0%+2.3%0.056%
4/17/2026 Total Clarity Wealth Management Inc.86,034$4.37M1.0%+15.1%0.059%
4/17/2026 Roxbury Financial LLC628$32K0.0%N/A0.000%
4/17/2026 XML Financial LLC13,020$661K0.1%+55.6%0.009%
4/17/2026 Brookstone Capital Management14,375$730K0.0%+40.8%0.010%
4/16/2026 Lee Johnson Capital Management LLC7,383$375K0.1%N/A0.005%
4/16/2026 CPR Investments Inc.7,113$361K0.2%N/A0.005%
4/16/2026 Founders Financial Securities LLC35,982$1.81M0.1%N/A0.025%
4/15/2026 Nations Financial Group Inc. IA ADV28,626$1.45M0.1%-4.2%0.020%
3/17/2026Rockefeller Capital Management L.P.280,408$12.43M0.0%+42.3%0.202%
3/13/2026 World Investment Advisors73,746$3.27M0.1%+6.9%0.053%
3/9/2026Corient Private Wealth LLC8,564$380K0.0%-7.3%0.006%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management4,114$182K0.1%N/A0.003%
3/4/2026Rehmann Capital Advisory Group216,175$9.59M0.5%+6.3%0.156%
3/4/2026SHP Wealth Management23,527$1.04M0.1%N/A0.017%
3/3/2026 S Harris Financial Group LLC4,531$201K0.2%N/A0.003%
3/3/2026 NWF Advisory Services Inc.10,747$477K0.1%-3.5%0.008%
2/27/2026 Financially in Tune LLC5,301$235K0.2%N/A0.004%
2/27/2026 OakTrust Wealth Advisors LLC9,805$435K0.4%N/A0.007%
2/20/2026Sunbelt Securities Inc.11,309$501K0.0%+3.8%0.008%
2/19/2026Van Diest Capital LLC4,674$207K0.3%N/A0.003%
2/19/2026Claris Financial LLC9,703$430K0.2%N/A0.007%
2/19/2026Corient Private Wealth LLC8,564$380K0.0%-7.3%0.006%
2/18/2026Ameriflex Group Inc.4,429$196K0.1%-49.0%0.003%
2/18/2026Mercer Global Advisors Inc. ADV11,638$516K0.0%-27.5%0.008%
2/18/2026Raymond James Financial Inc.5,197,530$230.46M0.1%+15.2%3.743%
2/18/2026NewEdge Advisors LLC122,729$5.44M0.0%-18.0%0.088%
2/18/2026Crusonia Wealth Advisors LLC7,229$321K0.1%N/A0.005%
2/18/2026Hershey Financial Advisers LLC13,240$587K0.5%N/A0.010%
2/18/2026Zacks Investment Management5,172$229K0.0%N/A0.004%
2/18/2026VestGen Advisors LLC125,241$5.55M0.2%-32.0%0.090%
2/18/2026Quadrature Capital Ltd17,577$779K0.0%N/A0.013%
2/18/2026Maia Wealth LLC76,929$3.41M0.6%+42.4%0.055%
2/18/2026Asset One Wealth Management LLC49,850$2.39M0.3%N/A0.036%
2/17/2026Cetera Investment Advisers2,480,069$109.97M0.1%+7.1%1.786%
2/17/2026Hilltop Holdings Inc.16,817$746K0.0%-17.7%0.012%
2/17/2026Equitable Holdings Inc.232,114$10.29M0.1%+7.9%0.167%
2/17/2026Kovack Advisors Inc.21,531$955K0.0%+48.0%0.016%
2/17/2026Jump Financial LLC32,660$1.45M0.0%N/A0.024%
2/17/2026Regal Investment Advisors LLC11,709$519K0.0%+4.8%0.008%
2/17/2026Osaic Holdings Inc.1,497,138$66.39M0.1%-3.4%1.078%
2/17/2026Advisory Services Network LLC25,838$1.15M0.0%-3.6%0.019%


FDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDL shares?

During the previous two years, 497 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index Fund. The most heavily invested institutionals were LPL Financial LLC ($550.18M), Morgan Stanley ($384.46M), Raymond James Financial Inc. ($230.46M), Ameriprise Financial Inc. ($173.42M), Wells Fargo & Company MN ($143.21M), Royal Bank of Canada ($113.05M), and Cetera Investment Advisers ($109.97M).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 435 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 ($5.34M), Raymond James Financial Inc. ($5.20M), LPL Financial LLC ($3.06M), Ameriprise Financial Inc. ($2.43M), Cetera Investment Advisers ($2.36M), Morgan Stanley ($778.17K), and Bank of America Corp DE ($528.47K).

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

Institutional investors have bought a total of 17,000,827 shares in the last 24 months. This purchase volume represents approximately $741.19M in transactions.

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

Of the 218 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: Arax Advisory Partners ($2.98M), Northwestern Mutual Wealth Management Co. ($1.77M), Creative Planning ($1.33M), JPMorgan Chase & Co. ($740.37K), Rockport Wealth LLC ($362.52K), Goldman Sachs Group Inc. ($312.91K), and Jones Financial Companies Lllp ($275.71K).

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

Institutional investors have sold a total of 11,092,413 shares in the last 24 months. This volume of shares sold represents approximately $483.82M in transactions.


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This page (NYSEARCA:FDL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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