Free Trial
→ Trump’s Secret Weapon (From American Alternative) (Ad) Buy FDL Stock  Free FDL Stock Alerts

First Trust Morningstar Dividend Leaders Index (FDL) Institutional Ownership

First Trust Morningstar Dividend Leaders Index logo
$43.13 -0.35 (-0.80%)
Closing price 04:10 PM Eastern
Extended Trading
$43.09 -0.04 (-0.09%)
As of 05:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
241
Total
Institutional Inflows
(last 12 months)
$840.88M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$432.28M
Get FDL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Morningstar Dividend Leaders Index stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FDL Institutional Buying and Selling by Quarter

Remove Ads

First Trust Morningstar Dividend Leaders Index Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC119,721$4.82M0.0%+150.2%0.099%
3/12/2025 Centaurus Financial Inc.13,670$550K0.0%+51.0%0.012%
2/28/2025 Park Square Financial Group LLC113,618$4.57M3.2%N/A0.100%
2/27/2025 REAP Financial Group LLC13,232$533K0.1%-2.4%0.012%
2/25/2025 B. Riley Wealth Advisors Inc.53,525$2.17M0.1%-2.8%0.047%
2/25/2025 Armis Advisers LLC27,634$1.11M0.1%N/A0.024%
2/24/2025 Ameriflex Group Inc.15,143$629K0.3%N/A0.015%
2/19/2025 Formidable Asset Management LLC31,042$1.25M0.2%+97.9%0.030%
2/18/2025 Sunbelt Securities Inc.10,402$416K0.0%-3.3%0.010%
2/18/2025 First Heartland Consultants Inc.121,434$4.89M0.5%+2.9%0.116%
2/18/2025 Continuum Advisory LLC11,072$446K0.1%+5.6%0.011%
2/17/2025 Waverly Advisors LLC14,108$568K0.0%+2.6%0.014%
2/17/2025 Snowden Capital Advisors LLC50,561$2.04M0.1%-5.2%0.048%
2/17/2025 Royal Bank of Canada1,967,996$79.23M0.0%+18.1%1.887%
2/17/2025 NorthRock Partners LLC7,554$304K0.0%N/A0.007%
2/17/2025 Investor s Fiduciary Advisor Network LLC37,081$1.49M0.6%N/A0.036%
2/17/2025 CoreCap Advisors LLC28,411$1.14M0.1%+1.0%0.027%
2/17/2025 Cresset Asset Management LLC16,395$660K0.0%+22.2%0.016%
2/17/2025 Cambridge Investment Research Advisors Inc.829,815$33.41M0.1%+14.6%0.796%
2/17/2025 Cetera Investment Advisers1,795,870$72.30M0.2%+0.9%1.722%
2/17/2025 Baird Financial Group Inc.90,821$3.66M0.0%+2.8%0.087%
2/17/2025 Bank of America Corp DE2,084,400$83.92M0.0%+22.5%1.998%
2/17/2025 BNP Paribas Financial Markets50,016$2.01M0.0%+2,500,700.0%0.048%
2/17/2025 Ameriprise Financial Inc.3,007,755$121.11M0.0%+91.5%2.884%
2/17/2025 Aptus Capital Advisors LLC14,539$589K0.0%+148.4%0.014%
2/14/2025 Mercer Global Advisors Inc. ADV9,144$368K0.0%-31.8%0.009%
2/14/2025 Jane Street Group LLC6,011$242K0.0%N/A0.006%
2/14/2025 Eagle Strategies LLC6,506$262K0.0%-3.6%0.006%
2/14/2025 Wise Wealth Partners5,267$212K0.5%N/A0.005%
2/14/2025 Rehmann Capital Advisory Group146,707$5.91M0.4%+11.4%0.141%
2/14/2025 Bison Wealth LLC16,648$670K0.1%-7.7%0.016%
2/14/2025 Triumph Capital Management25,000$1.01M0.3%N/A0.024%
2/14/2025 Comerica Bank63,471$2.56M0.0%+1.1%0.061%
2/14/2025 Beacon Pointe Advisors LLC6,136$247K0.0%N/A0.006%
2/14/2025 Tudor Investment Corp ET AL20,127$810K0.0%-72.8%0.019%
2/14/2025 Prosperity Consulting Group LLC102,672$4.13M0.3%+18.0%0.098%
2/14/2025 Capital Analysts LLC51,577$2.08M0.1%+41.2%0.049%
2/14/2025 Kovitz Investment Group Partners LLC13,980$563K0.0%+3.5%0.013%
2/14/2025 Topsail Wealth Management LLC10,265$413K0.1%N/A0.010%
2/14/2025 Coppell Advisory Solutions LLC15,759$631K0.1%+11.8%0.015%
While Markets Slide, These "Genesis Cog" Trades Are Up Double-Digits (Ad)

While most investors are struggling in today's volatile market, a small group of traders are quietly booking consistent gains. Just last week, our Genesis Cog subscribers captured an 11.51% gain shorting JEF, another 8.57% on CAKE, and 4.78% on RJF—all while the broader indexes continued their downward trend.

Click here to discover how the Genesis Cog works in falling markets
2/14/2025 MGO One Seven LLC34,365$1.38M0.1%+4.2%0.033%
2/14/2025 Harvest Investment Services LLC149,918$6.04M1.5%+0.4%0.144%
2/14/2025 OneDigital Investment Advisors LLC36,202$1.46M0.0%-0.8%0.035%
2/14/2025 Stifel Financial Corp1,188,421$47.85M0.0%+17.0%1.139%
2/14/2025 MML Investors Services LLC138,793$5.59M0.0%+3.7%0.133%
2/14/2025 Mach 1 Financial Group LLC7,780$313K0.6%-91.4%0.007%
2/14/2025 First Trust Advisors LP181,925$7.32M0.0%+4.6%0.174%
2/13/2025 NewEdge Advisors LLC97,459$3.92M0.0%-12.8%0.093%
2/13/2025 Finward Bancorp22,517$907K0.8%N/A0.022%
2/13/2025 Regal Investment Advisors LLC11,173$450K0.0%-11.5%0.011%
2/13/2025 LaSalle St. Investment Advisors LLC10,257$412K0.1%+68.4%0.010%
2/13/2025 CreativeOne Wealth LLC17,776$716K0.0%-20.3%0.017%
2/13/2025 Mariner LLC212,316$8.55M0.0%+37.8%0.204%
2/13/2025 Synovus Financial Corp11,139$449K0.0%+8.9%0.011%
2/13/2025 Entruity Wealth LLC28,164$1.13M1.1%N/A0.027%
2/13/2025 Townsquare Capital LLC6,354$256K0.0%-13.0%0.006%
2/13/2025 Rockefeller Capital Management L.P.190,900$7.69M0.0%+2.6%0.183%
2/13/2025 Summit Financial Wealth Advisors LLC222,503$9.25M1.9%+6.9%0.213%
2/13/2025 TRUE Private Wealth Advisors956,968$38.53M4.7%-1.8%0.918%
2/13/2025 Advisory Services Network LLC30,307$1.22M0.0%-4.3%0.029%
2/13/2025 Envestnet Asset Management Inc.997,282$40.15M0.0%-1.9%0.956%
2/13/2025 ROI Financial Advisors LLC74,419$3.00M2.0%+1.0%0.071%
2/13/2025 Wells Fargo & Company MN2,739,773$110.30M0.0%+11.0%2.627%
2/13/2025 Smith Moore & CO.37,868$1.53M0.1%+3.4%0.036%
2/12/2025 Forge Financial Services LLC72,780$3.04M2.6%N/A0.070%
2/12/2025 Arete Wealth Advisors LLC37,139$1.49M0.1%-13.3%0.036%
2/12/2025 World Investment Advisors20,973$844K0.0%+16.8%0.020%
2/12/2025 RFG Bristol Wealth Advisors LLC32,993$1.33M0.4%N/A0.032%
2/12/2025 StoneX Group Inc.17,129$695K0.0%-11.3%0.016%
2/12/2025 Summit Financial LLC21,845$886K0.0%+7.8%0.021%
2/12/2025 FSB Premier Wealth Management Inc.32,100$1.29M0.5%+5.9%0.031%
2/12/2025 Walled Lake Planning & Wealth Management LLC54,022$2.18M0.8%N/A0.052%
2/12/2025 BlueChip Wealth Advisors LLC164,543$6.63M3.7%+5.0%0.158%
2/12/2025 Tucker Asset Management LLC6,657$268K0.0%-30.5%0.006%
2/12/2025 Level Four Advisory Services LLC17,899$721K0.0%-2.1%0.017%
2/12/2025 Orion Portfolio Solutions LLC75,418$3.04M0.0%-1.6%0.072%
2/12/2025 Blair William & Co. IL5,637$227K0.0%-14.0%0.005%
2/12/2025 JPMorgan Chase & Co.1,034,606$41.65M0.0%+1.7%0.992%
2/12/2025 Morey & Quinn Wealth Partners LLC13,363$538K0.5%N/A0.013%
2/12/2025 PKS Advisory Services LLC47,143$1.90M0.5%N/A0.045%
2/11/2025 Signature Estate & Investment Advisors LLC10,168$409K0.0%+37.1%0.010%
2/11/2025 Modern Wealth Management LLC26,183$1.10M0.0%N/A0.025%
2/11/2025 LPL Financial LLC9,111,719$366.84M0.1%+7.8%8.736%
2/11/2025 SageOak Financial LLC23,416$943K0.9%N/A0.022%
2/10/2025 Leelyn Smith LLC155,219$6.25M1.1%-0.5%0.149%
2/10/2025 Cozad Asset Management Inc.153,664$6.19M0.6%+6.0%0.147%
2/10/2025 Creative Financial Designs Inc. ADV36,573$1.47M0.1%+173.3%0.035%
2/10/2025 Rockport Wealth LLC1,951,507$78.57M35.1%+19.6%1.871%
2/10/2025 WealthTrust Asset Management LLC9,497$382K0.3%+6.6%0.009%
2/10/2025 Collaborative Wealth Managment Inc.57,714$2.32M1.1%+0.8%0.055%
Trump’s Secret Weapon (Ad)

Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's coming next. But here's the truth… This is just the beginning. Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better. Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times. Don't wait for the next crash to wipe you out. Act now.

Get Your FREE Presidential Transition Guide Today
2/10/2025 Harbour Investments Inc.327,921$13.20M0.4%+23.8%0.314%
2/10/2025 Corient Private Wealth LLC11,643$469K0.0%-9.0%0.011%
2/10/2025 Envestnet Portfolio Solutions Inc.117,424$4.73M0.0%+6.4%0.113%
2/10/2025 Diversified Enterprises LLC21,036$847K0.1%+8.4%0.020%
2/10/2025 Commonwealth Equity Services LLC755,969$30.44M0.0%-11.4%0.725%
2/10/2025 Mascoma Wealth Management LLC691$28K0.0%N/A0.001%
2/10/2025 Avantax Advisory Services Inc.142,692$5.75M0.0%+2.9%0.137%
2/10/2025 Farther Finance Advisors LLC39,660$1.60M0.1%+85.6%0.038%
2/7/2025 HighTower Advisors LLC435,555$17.54M0.0%+1.0%0.418%
2/7/2025 Moors & Cabot Inc.27,564$1.11M0.1%-12.4%0.026%
(Data available from 1/1/2016 forward)

Remove Ads

FDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDL shares?

During the previous two years, 438 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index. The most heavily invested institutionals were LPL Financial LLC ($366.84M), Morgan Stanley ($241.84M), Raymond James Financial Inc. ($127.33M), Ameriprise Financial Inc. ($121.11M), Wells Fargo & Company MN ($110.30M), Bank of America Corp DE ($83.92M), and Royal Bank of Canada ($79.23M).Learn more on FDL's institutional investors.

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

Of the 376 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: International Assets Investment Management LLC ($9.97M), Cetera Investment Advisers ($4.03M), LPL Financial LLC ($3.89M), Raymond James Financial Inc. ($3.16M), Ameriprise Financial Inc. ($2.57M), Private Advisor Group LLC ($746.69K), and Stephens Inc. AR ($672.95K).

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

Institutional investors have bought a total of 41,796,755 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

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

Of the 245 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: International Assets Investment Management LLC ($5.33M), LPL Financial LLC ($1.76M), UBS Group AG ($1.40M), Raymond James & Associates ($1.02M), Cambridge Investment Research Advisors Inc. ($765.64K), Morgan Stanley ($741.14K), and Kestra Advisory Services LLC ($683.36K).

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

Institutional investors have sold a total of 27,646,959 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


Related Companies

This page (NYSEARCA:FDL) was last updated on 3/25/2025 by MarketBeat.com Staff
From Our Partners
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored