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

First Trust Morningstar Dividend Leaders Index Fund logo
$49.85 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$49.81 -0.04 (-0.08%)
As of 07/2/2026 07:40 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.
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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)
334
Total
Institutional Inflows
(last 12 months)
$578.21M
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$510.20M
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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
7/1/2026 Roxbury Financial LLC1,536$75K0.1%+144.6%0.001%
6/3/2026Parallel Advisors LLC1,670$85K0.0%+479.9%0.001%
6/3/2026NewEdge Advisors LLC125,623$6.38M0.0%+2.4%0.086%
5/28/2026Cozad Asset Management Inc.161,747$8.22M0.6%+3.9%0.110%
5/26/2026Summit Financial Wealth Advisors LLC256,650$13.04M1.8%+11.4%0.175%
5/20/2026Arete Wealth Advisors LLC54,044$2.67M0.2%+8.3%0.037%
5/19/2026Western Wealth Management LLC32,323$1.64M0.1%-0.7%0.022%
5/19/2026NewEdge Advisors LLC64,910$3.15M0.1%-47.1%0.044%
5/19/2026Bank of America Corp DE2,542,553$129.16M0.0%-1.9%1.733%
5/19/2026Centaurus Financial Inc.27,184$1.38M0.1%+116.0%0.019%
5/19/2026Arkadios Wealth Advisors93,630$4.76M0.1%+4.5%0.064%
5/19/2026IFS Group LLC39,367$2M1.8%N/A0.027%
5/19/2026Claris Financial LLC11,206$569K0.3%+15.5%0.008%
5/19/2026Arete Wealth Advisors LLC54,044$2.67M0.2%+8.3%0.037%
5/18/2026ROI Financial Advisors LLC71,726$3.64M2.2%-1.4%0.049%
5/18/2026Royal Bank of Canada2,479,044$125.94M0.0%-2.8%1.690%
5/16/2026Quantinno Capital Management LP25,367$1.29M0.0%+194.8%0.017%
5/15/2026Gateway Wealth Partners LLC186,152$9.46M0.4%+113.6%0.127%
5/14/2026Renaissance Technologies LLC63,300$3.22M0.0%+62.7%0.043%
5/14/2026Compound Planning Inc.5,560$282K0.0%N/A0.004%
5/14/2026Modern Wealth Management LLC23,215$1.17M0.0%-11.0%0.016%
5/14/2026Lido Advisors LLC4,030$205K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers2,437,479$123.82M0.1%-1.7%1.662%
5/13/2026Wealthspire Retirement LLC6,844$348K0.0%N/A0.005%
5/13/2026First Trust Advisors LP200,492$10.18M0.0%+0.6%0.137%
5/7/2026Basepoint Wealth LLC18,674$949K0.5%+5.1%0.013%
5/7/2026Balefire LLC49,143$2.71M0.5%-20.0%0.033%
5/7/2026Parallel Advisors LLC1,670$85K0.0%+479.9%0.001%
5/7/2026WealthTrust Asset Management LLC7,881$400K0.2%+32.1%0.005%
5/7/2026Hershey Financial Advisers LLC56,470$2.87M2.5%+326.5%0.038%
5/6/2026Assetmark Inc.8,714$443K0.0%+6.4%0.006%
5/6/2026Gallacher Capital Management LLC4,080$207K0.1%N/A0.003%
5/6/2026Independent Financial Group LLC49,706$2.53M0.1%N/A0.034%
5/6/2026Prosperity Consulting Group LLC145,892$7.41M0.3%+9.0%0.099%
5/5/2026Rockport Wealth LLC885,584$44.97M8.2%-45.0%0.604%
5/5/2026D.A. Davidson & CO.441,547$22.43M0.1%+10.7%0.301%
5/5/2026RFG Bristol Wealth Advisors LLC20,888$1.06M0.3%-19.0%0.014%
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%
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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%
5/5/2026Sigma Planning Corp96,955$4.93M0.1%-11.6%0.066%
5/5/2026Nwam LLC20,684$1.05M0.1%+1.3%0.014%
5/5/2026Flynn Zito Capital Management LLC30,436$1.55M0.5%+4.9%0.021%
5/4/2026Milestones Private Investment Advisors LLC74,621$3.79M3.3%+7.0%0.051%
5/4/2026Retirement Planning Group LLC17,791$904K0.0%N/A0.012%
5/4/2026Illumine Investment Management LLC18,544$942K0.7%+44.1%0.013%
5/4/2026Del Sette Capital Management LLC286,124$14.54M8.7%+6.6%0.195%
5/2/2026International Assets Investment Management LLC136,962$6.88M0.2%+5.3%0.093%
5/2/2026United Bank14,386$731K0.2%+90.0%0.010%
5/1/2026Fifth Third Bancorp63,912$3.25M0.0%N/A0.044%
4/30/2026Elevated Capital Advisors LLC94,796$4.82M1.2%-3.3%0.065%
4/30/2026Meadow Creek Wealth Advisors LLC7,998$406K0.3%+28.0%0.005%
4/30/2026Beacon Financial Group471,986$23.98M2.4%-3.9%0.322%
4/30/2026Kestra Advisory Services LLC696,641$35.39M0.1%+46.1%0.476%
4/30/2026Money Concepts Capital Corp14,439$734K0.0%-11.9%0.010%
4/30/2026CFS 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%
4/28/2026FLP Wealth Management LLC7,310$371K0.6%N/A0.005%
4/28/2026Ascentis Independent Advisors16,062$816K0.1%N/A0.011%
4/28/2026Stephens Inc. AR542,724$27.57M0.3%-1.1%0.370%
4/28/2026Steigerwald Gordon & Koch Inc.3,050$155K0.0%N/A0.002%
4/28/2026Beacon Financial Advisory LLC39,608$2.01M0.5%-19.1%0.027%
4/27/2026Altus Wealth Group LLC25,951$1.32M0.5%-1.7%0.018%
4/27/2026Leelyn Smith LLC160,776$8.17M1.1%+2.2%0.110%
4/27/2026PFG Investments LLC52,737$2.68M0.1%+3.1%0.036%
4/27/2026Kelman Lazarov Inc.4,275$217K0.0%N/A0.003%
4/27/2026World Investment Advisors83,273$4.23M0.1%+12.9%0.057%
4/27/2026Private Advisor Group LLC1,219,939$61.97M0.3%+2.9%0.833%
4/27/2026Elevation Point Wealth Partners LLC13,464$684K0.0%+27.0%0.009%
4/25/2026KPP Advisory Services LLC20,212$1.03M0.1%+113.7%0.014%
4/25/2026Center for Wealth Management Advisory284,409$14.45M10.4%-0.2%0.194%
4/24/2026Petros Family Wealth LLC4,477$227K0.2%N/A0.003%
4/24/2026Twin City Private Wealth LLC5,637$286K0.2%-4.3%0.004%
4/24/2026Lighthouse Wealth Management Inc.37,796$1.92M1.3%+46.3%0.026%
4/23/2026Manchester Financial Inc.315,646$16.04M3.1%-10.5%0.216%
4/23/2026Mayflower Financial Advisors LLC5,174$263K0.0%N/A0.004%
4/23/2026Intrua Financial LLC19,836$1.01M0.1%+3.4%0.014%
4/23/2026Continuum Advisory LLC29,507$1.50M0.1%+7.5%0.020%
4/23/2026Asset Allocation Strategies LLC8,392$426K0.1%N/A0.006%
4/23/2026Networth Advisors LLC1,007$51K0.0%N/A0.001%
4/23/2026Apollon Wealth Management LLC12,627$641K0.0%-5.3%0.009%
4/23/2026Formidable Asset Management LLC35,270$1.79M0.3%-1.7%0.024%
4/23/2026Wetzel Investment Advisors Inc.62,247$3.16M1.3%-1.7%0.043%
4/22/2026Janney Montgomery Scott LLC657,281$33.39M0.1%+0.4%0.449%
4/22/2026apricus wealth LLC4,266$217K0.1%N/A0.003%
4/22/2026FLP Wealth Management LLC1,219$62K0.1%N/A0.001%
4/21/2026Maridea Wealth Management LLC27,020$1.37M0.2%+7.1%0.018%
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4/21/2026Independent Wealth Network Inc.3,973$202K0.1%N/A0.003%
4/21/2026Fairvoy Private Wealth LLC92,833$4.72M1.1%N/A0.063%
4/21/2026Silver Oak Securities Incorporated79,350$4.03M0.3%+123.0%0.054%
4/20/2026RFG Advisory LLC330,271$16.78M0.3%+45.1%0.226%
4/20/2026Provenance Wealth Advisors LLC7,871$400K0.0%-2.6%0.005%
4/18/2026PMG Wealth Management Inc.81,869$4.16M3.0%+2.3%0.056%
4/17/2026Total Clarity Wealth Management Inc.86,034$4.37M1.0%+15.1%0.059%
4/17/2026 Roxbury Financial LLC628$32K0.0%N/A0.000%
4/17/2026XML Financial LLC13,020$661K0.1%+55.6%0.009%
4/17/2026Brookstone Capital Management14,375$730K0.0%+40.8%0.010%


FDL Institutional Ownership - Frequently Asked Questions

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.

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).

Institutional investors have bought a total of 13,178,020 shares in the last 24 months. This purchase volume represents approximately $578.21M in transactions.

Of the 212 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).

Institutional investors have sold a total of 11,535,849 shares in the last 24 months. This volume of shares sold represents approximately $510.20M in transactions.


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This page (NYSEARCA:FDL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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