First Trust Morningstar Dividend Leaders Index Fund (FDL) Institutional Ownership $50.96 0.00 (0.00%) Closing price 05/22/2026 04:10 PM EasternExtended Trading$50.94 -0.02 (-0.03%) As of 05/22/2026 06:23 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 Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL)Number ofInstitutional Buyers(last 12 months)335TotalInstitutional Inflows(last 12 months)$576.39MNumber ofInstitutional Sellers(last 12 months)213TotalInstitutional Outflows(last 12 months)$510.40M Get FDL Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Morningstar Dividend Leaders Index Fund stock? 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2026 Arete Wealth Advisors LLC54,044$2.67M0.2%+8.3%0.037% 5/19/2026 Western Wealth Management LLC32,323$1.64M0.1%-0.7%0.022% 5/19/2026 NewEdge Advisors LLC64,910$3.15M0.1%-47.1%0.044% 5/19/2026 Bank of America Corp DE2,542,553$129.16M0.0%-1.9%1.733% 5/19/2026 Centaurus Financial Inc.27,184$1.38M0.1%+116.0%0.019% 5/19/2026 Arkadios Wealth Advisors93,630$4.76M0.1%+4.5%0.064% 5/19/2026 IFS Group LLC39,367$2M1.8%N/A0.027% 5/19/2026 Claris Financial LLC11,206$569K0.3%+15.5%0.008% 5/19/2026 Arete Wealth Advisors LLC54,044$2.67M0.2%+8.3%0.037% 5/18/2026 ROI Financial Advisors LLC71,726$3.64M2.2%-1.4%0.049% Get the Latest News and Ratings for FDL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Trust Morningstar Dividend Leaders Index Fund and its competitors with MarketBeat's FREE daily newsletter. 5/18/2026 Royal Bank of Canada2,479,044$125.94M0.0%-2.8%1.690% 5/16/2026 Quantinno Capital Management LP25,367$1.29M0.0%+194.8%0.017% 5/15/2026 Gateway Wealth Partners LLC186,152$9.46M0.4%+113.6%0.127% 5/14/2026 Renaissance Technologies LLC63,300$3.22M0.0%+62.7%0.043% 5/14/2026 Compound Planning Inc.5,560$282K0.0%N/A0.004% 5/14/2026 Modern Wealth Management LLC23,215$1.17M0.0%-11.0%0.016% 5/14/2026 Lido Advisors LLC4,030$205K0.0%N/A0.003% 5/13/2026 Cetera Investment Advisers2,437,479$123.82M0.1%-1.7%1.662% 5/13/2026 Wealthspire Retirement LLC6,844$348K0.0%N/A0.005% 5/13/2026 First Trust Advisors LP200,492$10.18M0.0%+0.6%0.137% 5/7/2026 Basepoint Wealth LLC18,674$949K0.5%+5.1%0.013% 5/7/2026 Balefire LLC49,143$2.71M0.5%-20.0%0.033% 5/7/2026 Parallel Advisors LLC1,670$85K0.0%+479.9%0.001% 5/7/2026 WealthTrust Asset Management LLC7,881$400K0.2%+32.1%0.005% 5/7/2026 Hershey Financial Advisers LLC56,470$2.87M2.5%+326.5%0.038% 5/6/2026 Assetmark Inc.8,714$443K0.0%+6.4%0.006% 5/6/2026 Gallacher Capital Management LLC4,080$207K0.1%N/A0.003% 5/6/2026 Independent Financial Group LLC49,706$2.53M0.1%N/A0.034% 5/6/2026 Prosperity Consulting Group LLC145,892$7.41M0.3%+9.0%0.099% 5/5/2026 Rockport Wealth LLC885,584$44.97M8.2%-45.0%0.604% 5/5/2026 D.A. Davidson & CO.441,547$22.43M0.1%+10.7%0.301% 5/5/2026 RFG Bristol Wealth Advisors LLC20,888$1.06M0.3%-19.0%0.014% 5/5/2026 Bank of New York Mellon Corp22,060$1.12M0.0%+32.8%0.015% 5/5/2026 Collaborative Wealth Managment Inc.48,576$2.47M1.1%-13.0%0.033% 5/5/2026 Geneos Wealth Management Inc.34,163$1.74M0.0%+6.6%0.023% 5/5/2026 SouthState Bank Corp633$32K0.0%N/A0.000% 5/5/2026 Sanctuary Advisors LLC42,633$2.17M0.0%-2.4%0.029% 5/5/2026 BlueChip 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% Before you buy SpaceX shares, consider this alternative approach (Ad)SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.Discover the overlooked SpaceX IPO strategy before the June listing5/5/2026 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% The REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.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% 3/17/2026 Rockefeller Capital Management L.P.280,408$12.43M0.0%+42.3%0.202% FDL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FDL shares? During the previous two years, 498 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), Bank of America Corp DE ($129.16M), and Royal Bank of Canada ($125.94M).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 437 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), Morgan Stanley ($778.17K), Bank of America Corp DE ($528.47K), and Cetera Investment Advisers ($460.57K). How much institutional buying is happening at First Trust Morningstar Dividend Leaders Index Fund? Institutional investors have bought a total of 13,142,494 shares in the last 24 months. This purchase volume represents approximately $576.39M in transactions. Which of First Trust Morningstar Dividend Leaders Index Fund's major shareholders have been selling company stock? Of the 213 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. ($1.76M), Creative Planning ($1.33M), Rockport Wealth LLC ($1.09M), JPMorgan Chase & Co. ($740.37K), Goldman Sachs Group Inc. ($312.91K), and Sowell Financial Services LLC ($181.77K). How much institutional selling is happening at First Trust Morningstar Dividend Leaders Index Fund? Institutional investors have sold a total of 11,540,490 shares in the last 24 months. This volume of shares sold represents approximately $510.40M in transactions. Related Companies SPYD Institutional Ownership DIVO Institutional Ownership FVD Institutional Ownership FDVV Institutional Ownership CGDG Institutional Ownership SDVY Institutional Ownership DEM Institutional Ownership SPHD Institutional Ownership DIVI Institutional Ownership HDEF Institutional Ownership This page (NYSEARCA:FDL) was last updated on 5/25/2026 by MarketBeat.com Staff. 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