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First Trust Morningstar Dividend Leaders Index (FDL) Institutional Ownership

-0.25 (-0.64%)
(As of 05/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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FDL Institutional Buying and Selling by Quarter

First Trust Morningstar Dividend Leaders Index Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2024Virtu Financial LLC67,468$2.60M0.2%+13.2%0.065%
5/17/2024 Beacon Capital Management LLC3,211$124K0.0%N/A0.003%
5/17/2024 Comerica Bank77,797$2.99M0.0%-1.9%0.075%
5/17/2024 Coppell Advisory Solutions Corp.60,853$2.34M0.4%N/A0.058%
5/17/2024 Creekmur Asset Management LLC1,379$53K0.0%-59.1%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.75,037$2.89M0.1%+9.4%0.072%
5/15/2024 Kestra Advisory Services LLC335,231$12.90M0.1%-0.3%0.321%
5/14/2024 CreativeOne Wealth LLC30,350$1.17M0.0%N/A0.029%
5/14/2024 Mattern Wealth Management LLC14,790$569K0.1%-14.4%0.014%
5/13/2024 Bessemer Group Inc.4,360$168K0.0%-11.0%0.004%
5/10/2024 Osaic Holdings Inc.1,725,818$66.42M0.1%-13.4%1.655%
5/10/2024 Nwam LLC20,855$791K0.1%-4.1%0.020%
5/9/2024 Private Portfolio Partners LLC32,698$1.26M0.3%+0.9%0.031%
5/9/2024 Orion Portfolio Solutions LLC90,415$3.48M0.0%-13.0%0.087%
5/9/2024 Kingsview Wealth Management LLC34,579$1.33M0.0%+10.2%0.033%
5/9/2024 Koshinski Asset Management Inc.6,817$262K0.0%-38.5%0.007%
5/8/2024 Cozad Asset Management Inc.152,272$5.86M0.6%-4.7%0.146%
5/8/2024 Avantax Advisory Services Inc.273,941$10.54M0.1%+4.9%0.263%
5/8/2024 US Bancorp DE38,158$1.47M0.0%-22.8%0.037%
5/8/2024 Semus Wealth Partners LLC6,135$236K0.2%-7.0%0.006%
5/7/2024 WMG Financial Advisors LLC12,563$483K0.3%+5.6%0.012%
5/7/2024 Concurrent Investment Advisors LLC107,637$4.14M0.2%-5.6%0.103%
5/7/2024 PFG Advisors7,574$291K0.0%-9.1%0.007%
5/7/2024 Oppenheimer & Co. Inc.62,171$2.39M0.0%+2.4%0.060%
5/6/2024 Envestnet Portfolio Solutions Inc.119,072$4.58M0.0%-12.6%0.114%
5/6/2024 Advisory Alpha LLC161,021$6.20M0.3%+5.8%0.154%
5/4/2024 Geneos Wealth Management Inc.18,703$720K0.0%-6.8%0.018%
5/4/2024 Csenge Advisory Group1,641,103$63.15M3.5%+3.1%1.573%
5/3/2024 Avidian Wealth Solutions LLC55,639$2.14M0.1%+2.8%0.053%
5/3/2024 Rehmann Capital Advisory Group113,776$4.38M0.3%+14.8%0.109%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.51,624$1.99M0.8%+364.3%0.049%
5/3/2024 Integrity Financial Corp WA8,210$316K0.2%-6.4%0.008%
5/2/2024 Salomon & Ludwin LLC173,691$6.68M0.6%-7.4%0.167%
5/2/2024 Financial Counselors Inc.5,413$208K0.0%N/A0.005%
5/2/2024 Summit Financial Wealth Advisors LLC210,694$8.11M1.6%-70.7%0.202%
5/2/2024 FinTrust Capital Advisors LLC29,277$1.13M0.2%+101.1%0.028%
5/2/2024 Moloney Securities Asset Management LLC30,710$1.18M0.2%-6.1%0.029%
5/2/2024 Palisade Asset Management LLC2,102$81K0.0%N/A0.002%
5/1/2024 StoneX Group Inc.27,969$1.08M0.1%-27.9%0.027%
5/1/2024 Janney Montgomery Scott LLC570,275$21.94M0.1%-1.6%0.547%
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5/1/2024 Flynn Zito Capital Management LLC29,313$1.13M0.6%+73.3%0.028%
4/30/2024 Private Advisor Group LLC540,210$20.79M0.1%+4.1%0.512%
4/30/2024 J.W. Cole Advisors Inc.62,998$2.42M0.1%-15.7%0.060%
4/30/2024 BlueChip Wealth Advisors LLC127,929$4.92M3.2%+16.7%0.121%
4/30/2024 Arkadios Wealth Advisors27,215$1.05M0.1%-4.0%0.026%
4/29/2024Commonwealth Equity Services LLC840,843$32.36M0.1%-19.2%0.797%
4/29/2024 Benjamin Edwards Inc.8,112$312K0.1%-44.2%0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.75,939$2.92M0.1%-10.5%0.072%
4/29/2024 Wealthspan Partners LLC7,451$287K0.2%N/A0.007%
4/26/2024 Bond & Devick Financial Network Inc.5,511$212K0.1%N/A0.005%
4/26/2024 Mesirow Financial Investment Management Inc.12,216$470K0.0%N/A0.012%
4/25/2024 TRUE Private Wealth Advisors1,108,956$42.67M4.9%+14.5%1.051%
4/25/2024 Capital Investment Advisory Services LLC29,733$1.14M0.1%-4.4%0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.729,142$28.06M0.1%+6.1%0.691%
4/24/2024 Private Trust Co. NA30,022$1.16M0.1%-9.4%0.028%
4/24/2024 1900 Wealth Management LLC41,039$1.58M0.1%-2.9%0.039%
4/24/2024 Sightline Wealth Advisors LLC14,667$564K0.4%-15.7%0.014%
4/24/2024 Archford Capital Strategies LLC16,675$642K0.1%N/A0.016%
4/23/2024 Wetzel Investment Advisors Inc.116,412$4.26M2.5%+2.8%0.110%
4/23/2024 Global Retirement Partners LLC20,131$775K0.0%-5.7%0.019%
4/23/2024 Swisher Financial Concepts Inc.8,403$315K0.3%-7.9%0.008%
4/23/2024 Twin Peaks Wealth Advisors LLC6,981$269K0.1%N/A0.007%
4/23/2024 Sweet Financial Partners LLC5,319$205K0.0%N/A0.005%
4/23/2024 Nations Financial Group Inc. IA ADV43,309$1.67M0.1%-42.5%0.041%
4/23/2024 TrueWealth Advisors LLC5,400$208K0.1%N/A0.005%
4/23/2024 Clarus Group Inc.8,742$336K0.2%+28.4%0.008%
4/23/2024 Raymond James Financial Services Advisors Inc.1,773,322$68.24M0.1%-7.4%1.681%
4/22/2024 Strategic Financial Concepts LLC8,927$344K0.1%+40.9%0.008%
4/22/2024 Horst & Graben Wealth Management LLC5,369$207K0.0%N/A0.005%
4/22/2024 Raymond James & Associates1,084,547$41.73M0.0%-15.8%1.028%
4/19/2024 Teamwork Financial Advisors LLC77,084$2.97M0.5%-18.9%0.073%
4/19/2024 Core Wealth Partners LLC6,146$237K0.2%+7.2%0.006%
4/19/2024 Accel Wealth Management19,145$737K0.3%-8.5%0.018%
4/19/2024 Cornerstone Wealth Management LLC22,416$863K0.1%-6.8%0.021%
4/19/2024 Advisor Resource Council26,654$956K0.4%-77.0%0.025%
4/19/2024 PCG Wealth Advisors LLC101,351$3.90M1.9%-28.8%0.096%
4/18/2024 Spectrum Wealth Advisory Group LLC266,043$10.24M11.8%+1.8%0.252%
4/18/2024 Iams Wealth Management LLC37,197$1.35M0.8%-21.0%0.035%
4/18/2024 tru Independence LLC22,765$876K0.3%-2.1%0.022%
4/18/2024 Claro Advisors LLC9,228$355K0.1%-25.9%0.009%
4/18/2024 Kowal Investment Group LLC1,075,557$41.39M8.9%0.0%1.019%
4/18/2024 HFG Advisors Inc.120,625$4.64M4.1%+3.7%0.114%
4/16/2024 Wealth Enhancement Advisory Services LLC71,342$2.75M0.0%-50.6%0.068%
4/15/2024 Key Client Fiduciary Advisors LLC183,262$7.05M3.7%+0.2%0.174%
4/15/2024 Hobart Private Capital LLC107,381$4.13M1.3%+39.4%0.102%
4/15/2024 Elevated Capital Advisors LLC283,232$10.90M3.1%+4.6%0.268%
4/15/2024 Sound Income Strategies LLC1,618$62K0.0%N/A0.002%
4/13/2024 Priebe Wealth Holdings LLC19,362$745K0.6%+3.9%0.015%
4/13/2024 Quad Cities Investment Group LLC50,906$1.96M1.1%-7.3%0.040%
4/12/2024 Global Assets Advisory LLC19,180$738K0.0%N/A0.015%
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4/12/2024 Southland Equity Partners LLC406,498$15.64M4.4%+1.2%0.321%
4/12/2024 Lloyd Advisory Services LLC.274,632$10.57M2.1%N/A0.217%
4/11/2024 International Assets Investment Management LLC131,991$5.06M0.1%+1.9%0.104%
4/11/2024 DHJJ Financial Advisors Ltd.3,611$139K0.1%-7.5%0.003%
4/11/2024 RFG Advisory LLC6,322$243K0.0%-27.6%0.005%
4/10/2024 KMG Fiduciary Partners LLC20,174$776K0.1%-2.2%0.016%
4/5/2024 NBC Securities Inc.37,095$1.43M0.1%-12.6%0.029%
4/4/2024 Moseley Investment Management Inc.8,900$342K0.2%+7.7%0.007%
4/2/2024 Heartwood Wealth Advisors LLC6,246$240K0.0%-27.3%0.005%
3/22/2024 PNC Financial Services Group Inc.21,656$777K0.0%-9.8%0.017%
(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, 387 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 ($79.98M), and Advisor Group Holdings Inc. ($72.79M).Learn more on FDL's institutional investors.

Which institutional investors have been buying First Trust Morningstar Dividend Leaders Index stock?

Of the 345 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), Wells Fargo & Company MN ($3.69M), UBS Group AG ($2.50M), Cetera Investment Advisers ($2.37M), Advisor Group Holdings Inc. ($1.58M), and Csenge Advisory Group ($1.44M).

How much institutional buying is happening at First Trust Morningstar Dividend Leaders Index?

Institutional investors have bought a total of 57,823,362 shares in the last 24 months. This purchase volume represents approximately $2.05B in transactions.

Which First Trust Morningstar Dividend Leaders Index major shareholders have been selling company stock?

Of the 226 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 ($983.90K), One Capital Management LLC ($951.69K), Morgan Stanley ($741.14K), AE Wealth Management LLC ($718.28K), and Cambridge Investment Research Advisors Inc. ($707.89K).

How much institutional selling is happening at First Trust Morningstar Dividend Leaders Index?

Institutional investors have sold a total of 20,970,502 shares in the last 24 months. This volume of shares sold represents approximately $729.96M in transactions.

This page (NYSEARCA:FDL) was last updated on 5/21/2024 by Staff

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