Free Trial
→ Elon’s #1 AI Stock” SET TO SOAR (From Behind the Markets) (Ad) Free FDL Stock Alerts

First Trust Morningstar Dividend Leaders Index (FDL) Institutional Ownership

First Trust Morningstar Dividend Leaders Index logo
$41.53 -0.16 (-0.38%)
Closing price 01/31/2025 04:10 PM Eastern
Extended Trading
$41.53 0.00 (0.00%)
As of 01/31/2025 05:30 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)
188
Total
Institutional Inflows
(last 12 months)
$520.14M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$535.07M
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

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
1/31/2025Global Retirement Partners LLC16,440$662K0.0%-2.1%0.016%
1/31/2025Proactive Wealth Strategies LLC78,550$3.16M1.6%+9.4%0.075%
1/31/2025Atria Wealth Solutions Inc.97,433$3.93M0.0%+19.5%0.093%
1/31/2025Venturi Wealth Management LLC5,605$226K0.0%N/A0.005%
1/31/2025Fortis Group Advisors LLC137,437$5.53M1.0%+8.2%0.132%
1/31/2025D.A. Davidson & CO.383,307$15.43M0.1%+58.5%0.368%
1/31/2025Truist Financial Corp569,172$22.92M0.0%-0.1%0.546%
1/31/2025Sanctuary Advisors LLC38,446$1.60M0.0%-4.6%0.037%
1/31/2025JFS Wealth Advisors LLC153,076$6.16M0.4%-1.1%0.147%
1/31/2025Spectrum Wealth Advisory Group LLC41,150$1.66M0.8%-31.3%0.039%
1/31/2025J.W. Cole Advisors Inc.66,881$2.69M0.1%+5.8%0.064%
1/30/2025 L.M. Kohn & Company6,275$253K0.1%-13.7%0.006%
1/30/2025 Csenge Advisory Group1,741,230$70.10M3.8%+0.8%1.669%
1/30/2025 Strategic Financial Concepts LLC11,171$450K0.0%+111.2%0.011%
1/30/2025 Allworth Financial LP169,691$6.93M0.0%-0.7%0.163%
1/30/2025 Puff Wealth Management LLC7,011$282K0.5%N/A0.007%
1/30/2025 Salomon & Ludwin LLC79,841$3.21M0.3%-6.3%0.077%
1/30/2025 Nations Financial Group Inc. IA ADV30,201$1.22M0.1%-9.4%0.029%
1/30/2025 Blue Trust Inc.2,000$81K0.0%+84.0%0.002%
1/30/2025 First Merchants Corp6,889$277K0.0%N/A0.007%
1/30/2025 Manchester Financial Inc.205,243$8.26M1.8%+20.7%0.197%
1/29/2025 MTM Investment Management LLC10,497$423K0.2%-8.1%0.010%
1/29/2025 Gladstone Institutional Advisory LLC36,962$1.49M0.1%+1.4%0.035%
1/29/2025 Beacon Financial Group533,217$21.47M2.3%+0.8%0.511%
1/29/2025 AIFG Consultants Ltd.15,747$634K1.0%-87.4%0.015%
1/28/2025 Kestra Private Wealth Services LLC106,652$4.29M0.1%-1.0%0.102%
1/28/2025 Stephens Inc. AR549,604$22.13M0.3%+9.6%0.527%
1/28/2025 Moloney Securities Asset Management LLC31,637$1.27M0.2%+3.6%0.030%
1/28/2025 Hobart Private Capital LLC189,904$7.65M1.9%+16.4%0.182%
1/28/2025 Santori & Peters Inc.33,650$1.36M0.5%+2.4%0.032%
1/28/2025 Kingsview Wealth Management LLC42,422$1.71M0.0%+11.7%0.041%
1/28/2025 Strategic Financial Concepts LLC233,968$9.42M0.0%+4,323.7%0.224%
1/27/2025 Financial Advocates Investment Management5,096$205K0.0%-77.7%0.005%
1/27/2025 Money Concepts Capital Corp8,753$352K0.0%+43.2%0.008%
1/27/2025 Lion Street Advisors LLC22,190$893K0.3%+5.4%0.021%
1/27/2025 Stratos Wealth Partners LTD.98,191$3.95M0.1%-0.6%0.094%
1/27/2025 Sargent Investment Group LLC58,402$2.34M0.4%-7.1%0.056%
1/24/2025 GDS Wealth Management64,263$2.59M0.2%-3.6%0.062%
1/24/2025 Holistic Planning LLC7,967$321K0.1%-6.6%0.008%
1/24/2025 HFG Advisors Inc.117,803$4.74M4.1%-0.7%0.113%
Elon’s #1 AI Stock” SET TO SOAR (Ad)

Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.

Get all the details here >>>
1/24/2025 Valley National Advisers Inc.3,386$135K0.0%+33.6%0.003%
1/24/2025 McAdam LLC191,975$7.73M0.4%N/A0.184%
1/24/2025 Spire Wealth Management5,192$209K0.0%+13.4%0.005%
1/24/2025 DAVENPORT & Co LLC69,764$2.81M0.0%-3.9%0.067%
1/24/2025 Clear Creek Financial Management LLC21,326$859K0.1%N/A0.020%
1/23/2025 Calton & Associates Inc.10,902$439K0.2%+95.8%0.010%
1/23/2025 Crews Bank & Trust3,550$143K0.0%N/A0.003%
1/23/2025 Capital Investment Advisory Services LLC22,152$892K0.1%-10.8%0.021%
1/23/2025 Synergy Asset Management LLC1,100$46K0.0%N/A0.001%
1/23/2025 Iams Wealth Management LLC12,887$519K0.2%-4.1%0.012%
1/23/2025 Gateway Wealth Partners LLC39,053$1.57M0.4%+7.6%0.037%
1/22/2025 Next Level Private LLC245,266$9.87M4.0%+5.7%0.235%
1/22/2025 Mattern Wealth Management LLC10,177$410K0.1%-7.3%0.010%
1/22/2025 Wetzel Investment Advisors Inc.108,324$4.39M2.2%-2.9%0.104%
1/22/2025 Foundations Investment Advisors LLC70,749$2.85M0.1%-1.6%0.068%
1/22/2025 Kingswood Wealth Advisors LLC11,371$458K0.0%N/A0.011%
1/22/2025 PFG Investments LLC39,273$1.58M0.1%+5.4%0.038%
1/21/2025 Merkkuri Wealth Advisors LLC12,116$488K0.4%-16.4%0.012%
1/21/2025 Flagship Harbor Advisors LLC12,799$515K0.0%+11.0%0.012%
1/21/2025 CFS Investment Advisory Services LLC83,138$3.35M0.3%-2.1%0.080%
1/21/2025 Cyndeo Wealth Partners LLC6,926$279K0.0%+14.8%0.007%
1/21/2025 PCG Wealth Advisors LLC79,672$3.21M1.2%-1.6%0.076%
1/21/2025 Southland Equity Partners LLC480,688$19.35M4.5%+0.5%0.461%
1/21/2025 RFG Advisory LLC8,699$350K0.0%+8.0%0.008%
1/17/2025 Key Client Fiduciary Advisors LLC174,835$7.04M3.1%-1.8%0.168%
1/17/2025 Teamwork Financial Advisors LLC49,190$1.98M0.3%-19.4%0.047%
1/17/2025 Mutual Advisors LLC6,213$254K0.0%-6.1%0.006%
1/17/2025 Janney Montgomery Scott LLC580,744$23.38M0.1%+2.6%0.557%
1/17/2025 Daymark Wealth Partners LLC28,819$1.16M0.0%+19.7%0.028%
1/17/2025 Advisory Alpha LLC33,084$1.33M0.0%-15.5%0.032%
1/17/2025 XML Financial LLC11,077$446K0.0%-14.9%0.011%
1/17/2025 Genesis Private Wealth LLC100,818$4.06M2.2%N/A0.097%
1/17/2025 Clear Harbor Asset Management LLC7,419$299K0.0%N/A0.007%
1/16/2025 Priebe Wealth Holdings LLC26,707$1.08M0.7%+11.0%0.026%
1/16/2025 RiverTree Advisors LLC79,078$3.18M2.1%+855.2%0.076%
1/15/2025 Ameritas Advisory Services LLC56,877$2.29M0.1%-1.4%0.055%
1/15/2025 Arkadios Wealth Advisors24,697$994K0.1%+3.1%0.024%
1/15/2025 KMG Fiduciary Partners LLC24,417$983K0.1%+1.4%0.023%
1/15/2025 Bennett Associates Wealth Management95,673$3.85M3.2%+5.1%0.092%
1/14/2025 Founders Grove Wealth Partners LLC78,011$3.14M0.9%N/A0.075%
1/14/2025 Moseley Investment Management Inc.11,983$482K0.2%+4.7%0.011%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,095$165K0.0%+18.9%0.004%
1/14/2025 Quad Cities Investment Group LLC47,009$1.89M0.9%-7.2%0.045%
1/13/2025 BCS Wealth Management5,501$221K0.1%N/A0.005%
1/13/2025 Elevated Capital Advisors LLC117,403$4.73M1.3%-2.1%0.113%
1/10/2025 ORG Partners LLC49,013$1.97M0.3%+344.2%0.047%
1/8/2025 International Assets Investment Management LLC124,627$5.02M0.2%-97.7%0.119%
12/26/2024JPMorgan Chase & Co.1,017,098$42.67M0.0%+7.6%0.975%
12/13/2024B. Riley Wealth Advisors Inc.55,048$2.30M0.1%-36.5%0.053%
11/25/2024World Investment Advisors LLC17,964$754K0.0%N/A0.017%
Elon’s #1 AI Stock” SET TO SOAR (Ad)

Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.

Get all the details here >>>
11/25/2024Sanctuary Advisors LLC40,320$1.75M0.0%-1.4%0.039%
11/18/2024Rehmann Capital Advisory Group131,653$5.52M0.4%+6.1%0.126%
11/18/2024Arete Wealth Advisors LLC42,847$1.79M0.1%+42.6%0.041%
11/18/2024Sunbelt Securities Inc.10,752$451K0.0%-12.2%0.010%
11/15/2024Y Intercept Hong Kong Ltd7,571$318K0.0%N/A0.007%
11/15/2024MML Investors Services LLC133,850$5.62M0.0%+2.9%0.128%
11/15/2024Orion Portfolio Solutions LLC76,629$3.22M0.1%-9.2%0.073%
11/15/2024Zacks Investment Management4,974$209K0.0%-50.3%0.005%
11/15/2024Kovitz Investment Group Partners LLC13,506$567K0.0%N/A0.013%
11/15/2024Stifel Financial Corp1,015,831$42.61M0.0%+0.1%0.974%
(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, 410 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index. The most heavily invested institutionals were LPL Financial LLC ($354.69M), Morgan Stanley ($241.84M), Bank of America Corp DE ($109.95M), Wells Fargo & Company MN ($101.10M), Ameriprise Financial Inc. ($85.83M), Raymond James Financial Services Advisors Inc. ($73.62M), 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 353 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), LPL Financial LLC ($6.52M), Cetera Investment Advisers ($4.19M), Wells Fargo & Company MN ($2.57M), UBS Group AG ($1.74M), Ameriprise Financial Inc. ($1.13M), and Advisor Group Holdings Inc. ($1.09M).

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

Institutional investors have bought a total of 52,187,613 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

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

Of the 240 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 28,098,112 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


Related Companies

This page (NYSEARCA:FDL) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
Will DeepSeek pop the AI bubble?
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump loves DeepSeek
President Trump could be ecstatic. And it's all thanks to DeepSeek. The secretive Chinese startup just r...
Weiss Ratings | Sponsored
Do this Before Elon’s Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
New catalyst on Wall Street’s radar for this week (NOT Trump)
Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger ...
Timothy Sykes | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Will Elon trigger another AI flash crash?
AI continues to dominate financial headlines in 2025...
Altimetry | Sponsored