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

First Trust Morningstar Dividend Leaders Index Fund logo
$53.44 +0.17 (+0.31%)
As of 12:48 PM Eastern
This is a fair market value 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)
280
Total
Institutional Inflows
(last 12 months)
$414.97M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$409.32M
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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
9/2/2026 Citadel Advisors LLC84,600$4.12M0.0%N/A0.056%
8/28/2026 NWM Advisors LLC18,361$893K0.7%+13.0%0.012%
8/23/2026 Ameritas Advisory Services LLC82,714$4.03M0.1%+549.3%0.055%
8/23/2026 PCG Wealth Advisors LLC77,433$3.77M0.8%-8.6%0.051%
8/23/2026 Aspire Capital Advisors LLC22,680$1.10M0.2%+37.0%0.015%
8/23/2026 Asset Allocation Strategies LLC9,681$471K0.1%+15.4%0.006%
8/22/2026 Compass Financial Management LLC18,660$908K0.1%N/A0.012%
8/22/2026 Valued Retirements Inc.39,641$1.93M1.7%-16.7%0.026%
8/22/2026 Investor s Fiduciary Advisor Network LLC32,493$1.58M0.5%+2.1%0.022%
8/22/2026 NWF Advisory Services Inc.11,064$538K0.1%+1.9%0.007%
8/22/2026 TD Waterhouse Canada Inc.9,480$464K0.0%-21.3%0.006%
8/21/2026 Continuum Advisory LLC24,323$1.18M0.1%-17.6%0.016%
8/21/2026 XML Financial LLC14,091$686K0.0%+8.2%0.009%
8/21/2026 Beacon Financial Advisory LLC68,171$3.32M0.7%+72.1%0.045%
8/21/2026 Investors Research Corp151,969$7.40M1.3%-52.7%0.101%
8/21/2026 Keeler Thomas Management LLC244,574$11.90M4.2%+3.7%0.162%
8/21/2026 Triumph Capital Management49,613$2.41M0.4%+15.4%0.033%
8/20/2026 Rehmann Capital Advisory Group268,982$13.08M0.5%+5.7%0.178%
8/12/2026 Compass Financial Management LLC18,660$908K0.1%N/A0.012%
7/10/2026 Investors Research Corp151,969$7.40M1.3%-52.7%0.101%
7/10/2026 Wealthcare Advisory Partners LLC5,750$280K0.0%-7.9%0.004%
7/9/2026 Key Client Fiduciary Advisors LLC201,438$9.80M2.8%+10.3%0.135%
7/9/2026 Next Level Private LLC251,170$12.22M2.4%-0.3%0.168%
7/9/2026 Crumly & Associates Inc.19,647$956K0.2%+6.1%0.013%
7/8/2026 First Heartland Consultants Inc.39,332$1.91M0.1%+189.1%0.026%
7/8/2026 Teamwork Financial Advisors LLC56,372$2.74M0.2%+4.5%0.038%
7/8/2026 TrueWealth Advisors LLC6,652$324K0.1%N/A0.004%
7/8/2026 Puff Wealth Management LLC5,397$263K0.3%N/A0.004%
7/7/2026 Quad Cities Investment Group LLC42,434$2.07M0.7%-2.2%0.028%
7/7/2026 Balefire LLC54,511$2.90M0.5%+10.9%0.036%
7/7/2026 GAMMA Investing LLC2,246$109K0.0%-12.4%0.001%
7/7/2026 Wisconsin Wealth Advisors LLC94,893$4.62M4.0%-0.3%0.063%
7/7/2026 CoreCap Advisors LLC14,067$684K0.0%-6.2%0.009%
7/6/2026 Hobart Private Capital LLC261,661$12.73M2.2%+3.3%0.175%
7/1/2026 Roxbury Financial LLC1,536$75K0.1%+144.6%0.001%
6/3/2026 Parallel Advisors LLC1,670$85K0.0%+479.9%0.001%
6/3/2026 NewEdge Advisors LLC125,623$6.38M0.0%+2.4%0.086%
5/28/2026 Cozad Asset Management Inc.161,747$8.22M0.6%+3.9%0.110%
5/26/2026 Summit Financial Wealth Advisors LLC256,650$13.04M1.8%+11.4%0.175%
5/20/2026 Arete Wealth Advisors LLC54,044$2.67M0.2%+8.3%0.037%
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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%
5/19/2026Claris 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%
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%
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$731K0.1%+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%
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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%


FDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 492 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 427 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 9,224,745 shares in the last 24 months. This purchase volume represents approximately $414.97M in transactions.

Of the 183 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), Rockport Wealth LLC ($1.05M), Investors Research Corp ($338.51K), Goldman Sachs Group Inc. ($312.91K), Creative Planning ($196.54K), and Sowell Financial Services LLC ($181.77K).

Institutional investors have sold a total of 9,067,138 shares in the last 24 months. This volume of shares sold represents approximately $409.32M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FDL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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