First Trust Morningstar Dividend Leaders Index Institutional Ownership (NYSEARCA:FDL)

$29.45

-0.23 (-0.77 %)

(As of 02/26/2020 03:13 PM ET)

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Today's Range

$29.31

Now: $29.45▼

$30.01

50-Day Range

$29.68

MA: $31.82▼

$32.57

52-Week Range

$28.93

Now: $29.45▼

$32.77

Volume594,505 shs

Average Volume281,355 shs

Market Capitalization$1.71 billion

P/E RatioN/A

Dividend Yield3.99%

BetaN/A

Institutional Ownership Changes (13F Filings) for First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Institutional Buying and Selling by Quarter

First Trust Morningstar Dividend Leaders Index (NYSEARCA FDL) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/24/2020	Hayden Royal LLC	15,902	$0.50M	0.3%	+8.9%	0.027%
2/18/2020	Ameritas Investment Company LLC	24,852	$0.81M	0.2%	+19.4%	0.043%
2/17/2020	Baird Financial Group Inc.	256,552	$8.36M	0.0%	-0.3%	0.443%
2/17/2020	Hilltop Holdings Inc.	84,677	$2.76M	0.5%	+54.5%	0.146%
2/17/2020	Ladenburg Thalmann Financial Services Inc.	266,228	$8.68M	0.1%	+7.8%	0.460%
2/14/2020	Jane Street Group LLC	23,761	$0.77M	0.0%	+11.1%	0.041%
2/14/2020	High Falls Advisors Inc	82,043	$2.67M	0.8%	+27.7%	0.142%
2/14/2020	Bank of America Corp DE	1,645,756	$53.62M	0.0%	+10.7%	2.845%
2/14/2020	Bank of New York Mellon Corp	11,528	$0.38M	0.0%	+15.3%	0.020%
2/14/2020	UBS Group AG	1,082,695	$35.27M	0.0%	+6.8%	1.872%
2/13/2020	Mariner LLC	40,774	$1.33M	0.0%	+39.0%	0.070%
2/13/2020	Northwestern Mutual Wealth Management Co.	38,041	$1.24M	0.0%	+85.0%	0.066%
2/13/2020	Stifel Financial Corp	210,689	$6.87M	0.0%	+10.4%	0.365%
2/13/2020	Financial Advocates Investment Management	12,008	$0.39M	0.0%	+5.1%	0.021%
2/12/2020	Credit Suisse AG	52,735	$1.72M	0.0%	+111.5%	0.091%
2/12/2020	Advisor Group Inc.	686,637	$22.37M	0.2%	-1.7%	1.188%
2/12/2020	Prospera Financial Services Inc	33,320	$1.09M	0.1%	+4.8%	0.058%
2/12/2020	Chevy Chase Trust Holdings Inc.	1,322	$43K	0.0%	N/A	0.002%
2/12/2020	Raymond James & Associates	611,404	$19.92M	0.0%	+4.3%	1.058%
2/12/2020	Raymond James Financial Services Advisors Inc.	924,810	$30.13M	0.1%	+51.7%	1.600%
2/12/2020	Citigroup Inc.	29,310	$0.96M	0.0%	+2.4%	0.051%
2/11/2020	Atria Investments LLC	17,546	$0.57M	0.0%	+29.5%	0.030%
2/11/2020	Envestnet Asset Management Inc.	611,194	$19.91M	0.0%	+13.2%	1.057%
2/11/2020	Sargent Investment Group LLC	72,757	$2.37M	0.9%	+36.6%	0.126%
2/10/2020	Western Wealth Management LLC	20,221	$0.66M	0.1%	+11.1%	0.035%
2/10/2020	BCS Wealth Management	7,761	$0.25M	0.2%	N/A	0.013%
2/10/2020	West Bancorporation Inc.	1,275	$42K	0.0%	N/A	0.002%
2/10/2020	M Holdings Securities Inc.	25,545	$0.83M	0.2%	+69.0%	0.044%
2/10/2020	National Asset Management Inc.	81,718	$2.66M	0.2%	-0.4%	0.141%
2/10/2020	Aptus Capital Advisors LLC	25,001	$0.81M	0.1%	N/A	0.043%
2/10/2020	First Allied Advisory Services Inc.	74,963	$2.44M	0.1%	+6.7%	0.130%
2/10/2020	MUFG Americas Holdings Corp	1,620	$53K	0.0%	N/A	0.003%
2/10/2020	Strategic Wealth Advisors Group LLC	10,962	$0.36M	0.0%	-96.1%	0.019%
2/10/2020	Private Advisor Group LLC	92,401	$3.01M	0.0%	+3.1%	0.160%
2/10/2020	Cetera Advisors LLC	76,085	$2.48M	0.1%	+8.7%	0.132%
2/10/2020	Cetera Investment Advisers	14,982	$0.49M	0.0%	-7.3%	0.026%
2/10/2020	Cetera Advisor Networks LLC	55,215	$1.80M	0.0%	-1.9%	0.096%
2/7/2020	Rockefeller Capital Management L.P.	23,270	$0.76M	0.0%	N/A	0.040%
2/7/2020	Salomon & Ludwin LLC	385,138	$12.55M	2.5%	-7.3%	0.667%
2/7/2020	Lincoln National Corp	47,311	$1.54M	0.0%	+22.8%	0.082%
2/7/2020	Tower Research Capital LLC TRC	3,432	$0.11M	0.0%	-75.3%	0.006%
2/7/2020	Independent Advisor Alliance	7,291	$0.24M	0.0%	N/A	0.013%
2/7/2020	Oppenheimer & Co. Inc.	19,630	$0.64M	0.0%	+13.1%	0.034%
2/7/2020	Stonebridge Financial Planning Group LLC	6,466	$0.21M	0.2%	N/A	0.011%
2/7/2020	PNC Financial Services Group Inc.	160,829	$5.24M	0.0%	+5.6%	0.278%
2/6/2020	Benjamin F. Edwards & Company Inc.	34,102	$1.11M	0.1%	+25.2%	0.059%
2/6/2020	Mutual of Omaha Bank Wealth Management	18,100	$0.59M	0.2%	+2.7%	0.031%
2/5/2020	Signaturefd LLC	2,704	$88K	0.0%	+569.3%	0.005%
2/4/2020	XML Financial LLC	10,229	$0.33M	0.1%	N/A	0.018%
2/4/2020	US Bancorp DE	3,143	$0.10M	0.0%	-19.5%	0.005%
2/4/2020	Advisory Services Network LLC	83,972	$2.74M	0.1%	-4.1%	0.146%
2/4/2020	Cambridge Investment Research Advisors Inc.	568,564	$18.52M	0.1%	+5.6%	0.987%
2/4/2020	Capital Investment Advisory Services LLC	12,490	$0.41M	0.1%	+50.7%	0.022%
2/4/2020	Foster Dykema Cabot & Co. Inc. MA	8,012	$0.26M	0.0%	-31.9%	0.014%
2/4/2020	Inscription Capital LLC	31,210	$1.02M	0.5%	N/A	0.054%
2/3/2020	Calton & Associates Inc.	9,582	$0.31M	0.1%	+9.7%	0.017%
2/3/2020	StrategIQ Financial Group LLC	11,882	$0.39M	0.1%	-10.2%	0.021%
2/3/2020	JFS Wealth Advisors LLC	398,145	$12.97M	3.2%	-8.2%	0.690%
2/3/2020	Sigma Planning Corp	24,753	$0.81M	0.0%	+73.3%	0.043%
1/31/2020	Heartwood Wealth Advisors LLC	6,246	$0.20M	0.0%	N/A	0.011%
1/30/2020	Sargent Investment Group LLC	69,732	$2.27M	0.9%	+31.0%	0.121%
1/30/2020	RDA Financial Network	28,684	$0.90M	0.4%	-6.6%	0.050%
1/29/2020	Stratos Wealth Partners LTD.	31,597	$1.03M	0.0%	+10.8%	0.055%
1/29/2020	Koshinski Asset Management Inc.	34,887	$1.13M	0.2%	+4.2%	0.060%
1/29/2020	Sugarloaf Wealth Management LLC	5,567	$0.18M	0.1%	N/A	0.010%
1/29/2020	KMG Fiduciary Partners LLC	152,896	$4.98M	1.5%	+2.0%	0.265%
1/28/2020	Quad Cities Investment Group LLC	65,130	$2.13M	2.0%	+2.0%	0.113%
1/28/2020	Jaffetilchin Investment Partners LLC	19,314	$0.63M	0.1%	-10.9%	0.033%
1/27/2020	Institute for Wealth Management LLC.	291	$29K	0.1%	-96.7%	0.001%
1/27/2020	CWM LLC	28,871	$0.94M	0.0%	-2.1%	0.050%
1/27/2020	LexAurum Advisors LLC	32,824	$1.07M	0.5%	+20.8%	0.057%
1/24/2020	Beacon Financial Advisory LLC	8,178	$0.27M	0.2%	N/A	0.014%
1/23/2020	J.W. Cole Advisors Inc.	34,509	$1.12M	0.1%	N/A	0.060%
1/23/2020	Peterson Wealth Advisors LLC	10,762	$0.35M	0.2%	+18.4%	0.019%
1/22/2020	SeaCrest Wealth Management LLC	23,845	$0.78M	0.1%	-1.4%	0.042%
1/21/2020	NEXT Financial Group Inc	20,231	$0.66M	0.1%	+15.6%	0.035%
1/17/2020	Steward Partners Investment Advisory LLC	40,913	$1.33M	0.0%	+15.8%	0.071%
1/17/2020	Beacon Financial Group	352,991	$17.22M	2.2%	-17.1%	0.616%
1/17/2020	Harvest Investment Services LLC	135,139	$4.40M	2.3%	+51.4%	0.236%
1/16/2020	OLD National Bancorp IN	15,229	$0.50M	0.0%	-12.0%	0.027%
1/16/2020	Allworth Financial LP	170,208	$5.55M	0.2%	+11.4%	0.297%
1/16/2020	Wedbush Securities Inc.	69,394	$2.26M	0.2%	+43.6%	0.121%
1/14/2020	Winslow Evans & Crocker Inc.	18,032	$0.59M	0.2%	+3.6%	0.032%
1/14/2020	Family Legacy Inc.	73,025	$2.37M	1.3%	+1.6%	0.129%
1/14/2020	Northwest Wealth Management LLC	24,586	$0.80M	0.7%	-26.8%	0.043%
1/14/2020	Cypress Wealth Services LLC	8,772	$0.29M	0.1%	N/A	0.015%
1/10/2020	Hoey Investments Inc.	822	$27K	0.0%	N/A	0.001%
1/8/2020	Peak Capital Management LLC	195,973	$6.37M	5.2%	-0.4%	0.346%
11/27/2019	Regal Investment Advisors LLC	14,999	$0.47M	0.1%	-2.5%	0.027%
11/27/2019	WealthPLAN Partners LLC	27,497	$0.89M	0.1%	N/A	0.049%
11/27/2019	Sunbelt Securities Inc.	14,134	$0.44M	0.0%	N/A	0.025%
11/27/2019	Ancora Advisors LLC	16,180	$0.50M	0.0%	N/A	0.029%
11/27/2019	Stifel Financial Corp	190,789	$5.92M	0.0%	-18.5%	0.338%
11/27/2019	Ausdal Financial Partners Inc.	45,518	$1.41M	0.5%	+18.3%	0.081%
11/27/2019	Virtu Financial LLC	41,324	$1.28M	0.1%	+4.6%	0.073%
11/27/2019	RDA Financial Network	30,719	$0.99M	0.4%	-7.1%	0.054%
11/27/2019	High Falls Advisors Inc	64,258	$2M	0.6%	+14.9%	0.114%
11/27/2019	Weaver Consulting Group	80,337	$2.51M	1.3%	+0.8%	0.142%
11/27/2019	Voya Financial Advisors Inc.	20,298	$0.63M	0.0%	+23.1%	0.036%
11/6/2019	Cetera Investment Advisers	16,160	$0.50M	0.1%	-2.6%	0.029%

(Data available from 1/1/2016 forward)

This page was last updated on 2/26/2020 by MarketBeat.com Staff

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First Trust Morningstar Dividend Leaders Index Institutional Ownership (NYSEARCA:FDL)

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Institutional Ownership Changes (13F Filings) for First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

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