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

First Trust Morningstar Dividend Leaders Index Fund logo
$52.79 -0.02 (-0.04%)
As of 10:14 AM 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)
288
Total
Institutional Inflows
(last 12 months)
$446.17M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$400.99M
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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
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%
5/28/2026Cozad 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%
5/19/2026Western 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%
5/19/2026Bank 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%
5/19/2026 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%
5/18/2026ROI 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%
5/15/2026 Gateway Wealth Partners LLC186,152$9.46M0.4%+113.6%0.127%
5/14/2026Renaissance Technologies LLC63,300$3.22M0.0%+62.7%0.043%
5/14/2026 Compound Planning Inc.5,560$282K0.0%N/A0.004%
5/14/2026Modern Wealth Management LLC23,215$1.17M0.0%-11.0%0.016%
5/14/2026 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%
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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%
5/6/2026Prosperity 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%
5/5/2026Sanctuary 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%
4/30/2026Meadow 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%
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%
4/27/2026 Leelyn Smith LLC160,776$8.17M1.1%+2.2%0.110%
4/27/2026 PFG Investments LLC52,737$2.68M0.1%+3.1%0.036%
4/27/2026 Kelman Lazarov Inc.4,275$217K0.0%N/A0.003%
4/27/2026World Investment Advisors83,273$4.23M0.1%+12.9%0.057%
4/27/2026 Private Advisor Group LLC1,219,939$61.97M0.3%+2.9%0.833%
4/27/2026 Elevation Point Wealth Partners LLC13,464$684K0.0%+27.0%0.009%
4/25/2026 KPP Advisory Services LLC20,212$1.03M0.1%+113.7%0.014%
4/25/2026Center for Wealth Management Advisory284,409$14.45M10.4%-0.2%0.194%
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4/24/2026 Petros Family Wealth LLC4,477$227K0.2%N/A0.003%
4/24/2026 Twin City Private Wealth LLC5,637$286K0.2%-4.3%0.004%
4/24/2026 Lighthouse Wealth Management Inc.37,796$1.92M1.3%+46.3%0.026%
4/23/2026 Manchester Financial Inc.315,646$16.04M3.1%-10.5%0.216%
4/23/2026 Mayflower Financial Advisors LLC5,174$263K0.0%N/A0.004%
4/23/2026 Intrua Financial LLC19,836$1.01M0.1%+3.4%0.014%
4/23/2026 Continuum Advisory LLC29,507$1.50M0.1%+7.5%0.020%
4/23/2026Asset Allocation Strategies LLC8,392$426K0.1%N/A0.006%
4/23/2026 Networth Advisors LLC1,007$51K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC12,627$641K0.0%-5.3%0.009%


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 429 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 10,009,486 shares in the last 24 months. This purchase volume represents approximately $446.17M in transactions.

Of the 184 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), Goldman Sachs Group Inc. ($312.91K), Creative Planning ($196.54K), Sowell Financial Services LLC ($181.77K), and Investors Research Corp ($169.26K).

Institutional investors have sold a total of 8,899,406 shares in the last 24 months. This volume of shares sold represents approximately $400.99M in transactions.


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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 8/12/2026. New 13F filings are added each quarter as they're published.
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