First Trust Morningstar Dividend Leaders Index (FDL) Institutional Ownership

$40.49

+0.40 (+1.00%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 181
Total Institutional Inflows (last 12 months): $457.00M

Number of Institutional Sellers (last 12 months): 182
Total Institutional Outflows (last 12 months): $537.32M

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FDL Institutional Buying and Selling by Quarter

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First Trust Morningstar Dividend Leaders Index Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	270,961	$10.28M	0.3%	-5.2%	0.260%
7/26/2024	Cambridge Investment Research Advisors Inc.	671,391	$25.47M	0.1%	-7.9%	0.644%
7/26/2024	Signature Estate & Investment Advisors LLC	5,956	$226K	0.0%	N/A	0.006%
7/26/2024	Bank of New York Mellon Corp	16,417	$623K	0.0%	+185.2%	0.016%
7/26/2024	Catalyst Financial Partners LLC	7,159	$272K	0.1%	N/A	0.007%
7/26/2024	Salomon & Ludwin LLC	95,789	$3.61M	0.4%	-44.9%	0.092%
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7/25/2024	First Heartland Consultants Inc.	238,741	$9.06M	0.6%	+348.2%	0.229%
7/25/2024	SNS Financial Group LLC	100,299	$3.80M	0.4%	-3.0%	0.096%
7/23/2024	United Bank	9,712	$368K	0.2%	-9.1%	0.009%
7/22/2024	Atria Wealth Solutions Inc.	88,845	$3.37M	0.0%	-16.7%	0.085%
7/22/2024	Wealthspan Partners LLC	11,597	$440K	0.2%	+55.6%	0.011%
7/22/2024	Ergawealth Advisors Inc.	30,196	$1.15M	0.6%	-42.9%	0.029%
7/22/2024	Colonial River Wealth Management LLC	7,529	$286K	0.2%	-10.7%	0.007%
7/20/2024	Raymond James Financial Services Advisors Inc.	1,941,020	$73.62M	0.1%	+9.5%	1.861%
7/19/2024	Western Wealth Management LLC	27,096	$1.03M	0.1%	-5.4%	0.026%
7/19/2024	Raymond James & Associates	1,057,984	$40.13M	0.0%	-2.4%	1.014%
7/19/2024	World Equity Group Inc.	123,534	$4.69M	1.4%	+68.5%	0.118%
7/18/2024	Triad Wealth Partners LLC	6,194	$235K	0.1%	N/A	0.006%
7/17/2024	Mattern Wealth Management LLC	12,698	$482K	0.1%	-14.1%	0.012%
7/17/2024	Priebe Wealth Holdings LLC	20,072	$761K	0.6%	+3.7%	0.019%
7/17/2024	Manchester Financial Inc.	165,862	$6.29M	1.5%	+17.7%	0.159%
7/17/2024	Bennett Associates Wealth Management	89,688	$3.40M	3.1%	-1.7%	0.086%
7/16/2024	Cornerstone Wealth Management LLC	20,711	$786K	0.1%	-7.6%	0.020%
7/16/2024	Envestnet Portfolio Solutions Inc.	111,352	$4.22M	0.0%	-6.5%	0.107%
7/16/2024	Key Client Fiduciary Advisors LLC	181,566	$6.89M	3.4%	-0.9%	0.174%
7/16/2024	TRUE Private Wealth Advisors	1,041,235	$39.49M	4.5%	-6.1%	0.998%
7/16/2024	Wealth Enhancement Advisory Services LLC	44,316	$1.68M	0.0%	-37.9%	0.042%
7/16/2024	JFS Wealth Advisors LLC	155,262	$5.89M	0.5%	+0.3%	0.149%
7/16/2024	PCG Wealth Advisors LLC	82,912	$3.15M	1.4%	-18.2%	0.079%
7/15/2024	Fifth Third Securities Inc.	11,079	$420K	0.0%	N/A	0.011%
7/15/2024	RFG Advisory LLC	6,784	$257K	0.0%	+7.3%	0.007%
7/13/2024	Quad Cities Investment Group LLC	51,413	$1.95M	1.1%	+1.0%	0.049%
7/13/2024	HFG Advisors Inc.	117,869	$4.47M	4.2%	-2.3%	0.113%
7/12/2024	Hexagon Capital Partners LLC	5,293	$201K	0.0%	-5.4%	0.005%
7/12/2024	Lion Street Advisors LLC	19,959	$757K	0.3%	-12.5%	0.019%
7/12/2024	Southland Equity Partners LLC	430,386	$16.33M	4.7%	+5.9%	0.413%
7/10/2024	Csenge Advisory Group	1,740,756	$66.03M	3.7%	+6.1%	1.669%
7/10/2024	NBC Securities Inc.	35,951	$1.36M	0.1%	-3.1%	0.034%
7/10/2024	CWM LLC	11,546	$438K	0.0%	-28.2%	0.011%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	3,464	$131K	0.0%	N/A	0.003%
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6/26/2024	Old Port Advisors	6,715	$258K	0.1%	-18.5%	0.006%
5/24/2024	Cetera Advisor Networks LLC	489,761	$18.85M	0.1%	-23.0%	0.470%
5/24/2024	Cetera Advisors LLC	1,530,215	$58.88M	0.5%	+2.4%	1.467%
5/24/2024	Cetera Investment Advisers	2,077,685	$79.95M	0.2%	+1,056.4%	1.992%
5/21/2024	Atria Investments Inc	82,664	$3.18M	0.0%	-31.1%	0.079%
5/20/2024	Virtu Financial LLC	67,468	$2.60M	0.2%	+13.2%	0.065%
5/17/2024	Beacon Capital Management LLC	3,211	$124K	0.0%	N/A	0.003%
5/17/2024	Comerica Bank	77,797	$2.99M	0.0%	-1.9%	0.075%
5/17/2024	Coppell Advisory Solutions Corp.	60,853	$2.34M	0.4%	N/A	0.058%
5/17/2024	Creekmur Asset Management LLC	1,379	$53K	0.0%	-59.1%	0.001%
5/16/2024	B. Riley Wealth Advisors Inc.	75,037	$2.89M	0.1%	+9.4%	0.072%
5/15/2024	Kestra Advisory Services LLC	335,231	$12.90M	0.1%	-0.3%	0.321%
5/14/2024	CreativeOne Wealth LLC	30,350	$1.17M	0.0%	N/A	0.029%
5/14/2024	Mattern Wealth Management LLC	14,790	$569K	0.1%	-14.4%	0.014%
5/13/2024	Bessemer Group Inc.	4,360	$168K	0.0%	-11.0%	0.004%
5/10/2024	Osaic Holdings Inc.	1,725,818	$66.42M	0.1%	-13.4%	1.655%
5/10/2024	Nwam LLC	20,855	$791K	0.1%	-4.1%	0.020%
5/9/2024	Private Portfolio Partners LLC	32,698	$1.26M	0.3%	+0.9%	0.031%
5/9/2024	Orion Portfolio Solutions LLC	90,415	$3.48M	0.0%	-13.0%	0.087%
5/9/2024	Kingsview Wealth Management LLC	34,579	$1.33M	0.0%	+10.2%	0.033%
5/9/2024	Koshinski Asset Management Inc.	6,817	$262K	0.0%	-38.5%	0.007%
5/8/2024	Cozad Asset Management Inc.	152,272	$5.86M	0.6%	-4.7%	0.146%
5/8/2024	Avantax Advisory Services Inc.	273,941	$10.54M	0.1%	+4.9%	0.263%
5/8/2024	US Bancorp DE	38,158	$1.47M	0.0%	-22.8%	0.037%
5/8/2024	Semus Wealth Partners LLC	6,135	$236K	0.2%	-7.0%	0.006%
5/7/2024	WMG Financial Advisors LLC	12,563	$483K	0.3%	+5.6%	0.012%
5/7/2024	Concurrent Investment Advisors LLC	107,637	$4.14M	0.2%	-5.6%	0.103%
5/7/2024	PFG Advisors	7,574	$291K	0.0%	-9.1%	0.007%
5/7/2024	Oppenheimer & Co. Inc.	62,171	$2.39M	0.0%	+2.4%	0.060%
5/6/2024	Envestnet Portfolio Solutions Inc.	119,072	$4.58M	0.0%	-12.6%	0.114%
5/6/2024	Advisory Alpha LLC	161,021	$6.20M	0.3%	+5.8%	0.154%
5/4/2024	Geneos Wealth Management Inc.	18,703	$720K	0.0%	-6.8%	0.018%
5/4/2024	Csenge Advisory Group	1,641,103	$63.15M	3.5%	+3.1%	1.573%
5/3/2024	Avidian Wealth Solutions LLC	55,639	$2.14M	0.1%	+2.8%	0.053%
5/3/2024	Rehmann Capital Advisory Group	113,776	$4.38M	0.3%	+14.8%	0.109%
5/3/2024	Comprehensive Financial Consultants Institutional Inc.	51,624	$1.99M	0.8%	+364.3%	0.049%
5/3/2024	Integrity Financial Corp WA	8,210	$316K	0.2%	-6.4%	0.008%
5/2/2024	Salomon & Ludwin LLC	173,691	$6.68M	0.6%	-7.4%	0.167%
5/2/2024	Financial Counselors Inc.	5,413	$208K	0.0%	N/A	0.005%
5/2/2024	Summit Financial Wealth Advisors LLC	210,694	$8.11M	1.6%	-70.7%	0.202%
5/2/2024	FinTrust Capital Advisors LLC	29,277	$1.13M	0.2%	+101.1%	0.028%
5/2/2024	Moloney Securities Asset Management LLC	30,710	$1.18M	0.2%	-6.1%	0.029%
5/2/2024	Palisade Asset Management LLC	2,102	$81K	0.0%	N/A	0.002%
5/1/2024	StoneX Group Inc.	27,969	$1.08M	0.1%	-27.9%	0.027%
5/1/2024	Janney Montgomery Scott LLC	570,275	$21.94M	0.1%	-1.6%	0.547%
5/1/2024	Flynn Zito Capital Management LLC	29,313	$1.13M	0.6%	+73.3%	0.028%
4/30/2024	Private Advisor Group LLC	540,210	$20.79M	0.1%	+4.1%	0.512%
4/30/2024	J.W. Cole Advisors Inc.	62,998	$2.42M	0.1%	-15.7%	0.060%
4/30/2024	BlueChip Wealth Advisors LLC	127,929	$4.92M	3.2%	+16.7%	0.121%
4/30/2024	Arkadios Wealth Advisors	27,215	$1.05M	0.1%	-4.0%	0.026%
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4/29/2024	Commonwealth Equity Services LLC	840,843	$32.36M	0.1%	-19.2%	0.797%
4/29/2024	Benjamin Edwards Inc.	8,112	$312K	0.1%	-44.2%	0.008%
4/29/2024	Benjamin F. Edwards & Company Inc.	75,939	$2.92M	0.1%	-10.5%	0.072%
4/29/2024	Wealthspan Partners LLC	7,451	$287K	0.2%	N/A	0.007%
4/26/2024	Bond & Devick Financial Network Inc.	5,511	$212K	0.1%	N/A	0.005%
4/26/2024	Mesirow Financial Investment Management Inc.	12,216	$470K	0.0%	N/A	0.012%
4/25/2024	TRUE Private Wealth Advisors	1,108,956	$42.67M	4.9%	+14.5%	1.051%
4/25/2024	Capital Investment Advisory Services LLC	29,733	$1.14M	0.1%	-4.4%	0.028%
4/25/2024	Cambridge Investment Research Advisors Inc.	729,142	$28.06M	0.1%	+6.1%	0.691%
4/24/2024	Private Trust Co. NA	30,022	$1.16M	0.1%	-9.4%	0.028%

(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, 391 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index. The most heavily invested institutionals were LPL Financial LLC ($306.55M), Morgan Stanley ($241.84M), Bank of America Corp DE ($109.95M), Wells Fargo & Company MN ($101.10M), Ameriprise Financial Inc. ($85.83M), Cetera Investment Advisers ($79.95M), and Raymond James Financial Services Advisors Inc. ($73.62M).Learn more on FDL's institutional investors.
Which institutional investors have been buying First Trust Morningstar Dividend Leaders Index stock?: Of the 350 institutional investors that purchased First Trust Morningstar Dividend Leaders Index stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($6.99M), International Assets Investment Management LLC ($4.66M), Cetera Investment Advisers ($4.26M), Wells Fargo & Company MN ($3.69M), UBS Group AG ($2.50M), Advisor Group Holdings Inc. ($1.58M), and Csenge Advisory Group ($1.54M).
How much institutional buying is happening at First Trust Morningstar Dividend Leaders Index?: Institutional investors have bought a total of 58,861,967 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Which First Trust Morningstar Dividend Leaders Index major shareholders have been selling company stock?: Of the 227 institutional investors that sold First Trust Morningstar Dividend Leaders Index stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($1.40M), LPL Financial LLC ($1.39M), Raymond James & Associates ($1.01M), One Capital Management LLC ($951.69K), Cambridge Investment Research Advisors Inc. ($765.64K), Morgan Stanley ($741.14K), and AE Wealth Management LLC ($718.28K).
How much institutional selling is happening at First Trust Morningstar Dividend Leaders Index?: Institutional investors have sold a total of 21,341,035 shares in the last 24 months. This volume of shares sold represents approximately $744.60M in transactions.