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

First Trust Morningstar Dividend Leaders Index Fund logo
$50.28 +0.10 (+0.20%)
Closing price 04:10 PM Eastern
Extended Trading
$50.12 -0.16 (-0.31%)
As of 07:30 PM Eastern
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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)
$404.28M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$411.54M
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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
10/13/2026Accel Wealth Management15,539$763K0.2%+11.0%0.010%
10/13/2026Avior Wealth Management LLC146,979$7.22M0.2%-1.3%0.095%
10/9/2026RFG Bristol Wealth Advisors LLC20,985$1.03M0.2%+1.5%0.014%
10/9/2026Balefire LLC43,119$2.12M0.3%-20.9%0.028%
10/9/2026First Heartland Consultants Inc.26,970$1.32M0.1%-31.4%0.018%
10/8/2026Wisconsin Wealth Advisors LLC96,186$4.72M4.0%+1.4%0.062%
10/8/2026Farther Finance Advisors LLC141,846$6.97M0.0%+0.2%0.092%
10/8/2026Avidian Wealth Enterprises LLC51,258$2.52M0.1%N/A0.033%
10/8/2026Puff Wealth Management LLC4,718$232K0.2%-12.6%0.003%
10/7/2026Investors Research Corp160,279$7.87M1.3%+5.5%0.104%
10/1/2026 Roxbury Financial LLC3,067$151K0.1%+99.7%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.64,370$3.13M0.0%+3.7%0.042%
9/23/2026Envestnet Asset Management Inc.1,524,238$74.17M0.0%+7.4%0.996%
9/9/2026Capital Analysts LLC31,640$1.54M0.0%-0.7%0.021%
9/9/2026NorthRock Partners LLC6,648$323K0.0%-3.5%0.004%
9/9/2026Integrated Wealth Concepts LLC118,984$5.79M0.0%-7.9%0.079%
9/9/2026RFG Advisory LLC384,975$18.73M0.3%+16.6%0.255%
9/9/2026NewEdge Advisors LLC127,637$6.21M0.0%+1.6%0.085%
9/9/2026IFP Advisors Inc37,020$1.80M0.0%-21.1%0.025%
9/9/2026Baird Financial Group Inc.581,274$28.29M0.0%-2.1%0.386%
9/8/2026Allworth Financial LP179,430$8.73M0.0%+1.7%0.119%
9/8/2026Waverly Advisors LLC15,038$732K0.0%+10.2%0.010%
9/2/2026Citadel Advisors LLC84,600$4.12M0.0%N/A0.056%
8/28/2026NWM Advisors LLC18,361$893K0.7%+13.0%0.012%
8/23/2026Ameritas Advisory Services LLC82,714$4.03M0.1%+549.3%0.055%
8/23/2026PCG Wealth Advisors LLC77,433$3.77M0.8%-8.6%0.051%
8/23/2026Aspire Capital Advisors LLC22,680$1.10M0.2%+37.0%0.015%
8/23/2026Asset Allocation Strategies LLC9,681$471K0.1%+15.4%0.006%
8/22/2026Compass Financial Management LLC18,660$908K0.1%N/A0.012%
8/22/2026Valued Retirements Inc.39,641$1.93M1.7%-16.7%0.026%
8/22/2026Investor s Fiduciary Advisor Network LLC32,493$1.58M0.5%+2.1%0.022%
8/22/2026NWF Advisory Services Inc.11,064$538K0.1%+1.9%0.007%
8/22/2026TD Waterhouse Canada Inc.9,480$464K0.0%-21.3%0.006%
8/21/2026Continuum Advisory LLC24,323$1.18M0.1%-17.6%0.016%
8/21/2026XML Financial LLC14,091$686K0.0%+8.2%0.009%
8/21/2026Beacon Financial Advisory LLC68,171$3.32M0.7%+72.1%0.045%
8/21/2026Investors Research Corp151,969$7.40M1.3%-52.7%0.101%
8/21/2026Keeler Thomas Management LLC244,574$11.90M4.2%+3.7%0.162%
8/21/2026Triumph Capital Management49,613$2.41M0.4%+15.4%0.033%
8/20/2026Rehmann Capital Advisory Group268,982$13.08M0.5%+5.7%0.178%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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8/12/2026Compass Financial Management LLC18,660$908K0.1%N/A0.012%
7/10/2026Investors Research Corp151,969$7.40M1.3%-52.7%0.101%
7/10/2026Wealthcare Advisory Partners LLC5,750$280K0.0%-7.9%0.004%
7/9/2026Key Client Fiduciary Advisors LLC201,438$9.80M2.8%+10.3%0.135%
7/9/2026Next Level Private LLC251,170$12.22M2.4%-0.3%0.168%
7/9/2026Crumly & Associates Inc.19,647$956K0.2%+6.1%0.013%
7/8/2026First Heartland Consultants Inc.39,332$1.91M0.1%+189.1%0.026%
7/8/2026Teamwork Financial Advisors LLC56,372$2.74M0.3%+4.5%0.037%
7/8/2026TrueWealth Advisors LLC6,652$324K0.1%N/A0.004%
7/8/2026Puff Wealth Management LLC5,397$263K0.3%N/A0.004%
7/7/2026Quad Cities Investment Group LLC42,434$2.07M0.7%-2.2%0.028%
7/7/2026Balefire LLC54,511$2.90M0.5%+10.9%0.036%
7/7/2026GAMMA Investing LLC2,246$109K0.0%-12.4%0.001%
7/7/2026Wisconsin Wealth Advisors LLC94,893$4.62M4.0%-0.3%0.063%
7/7/2026CoreCap Advisors LLC14,067$684K0.0%-6.2%0.009%
7/6/2026Hobart Private Capital LLC261,661$12.73M2.2%+3.3%0.175%
7/1/2026 Roxbury Financial LLC1,536$75K0.1%+144.6%0.001%
6/3/2026Parallel 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%


FDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 491 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 426 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 8,933,063 shares in the last 24 months. This purchase volume represents approximately $404.28M 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 9,110,873 shares in the last 24 months. This volume of shares sold represents approximately $411.54M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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