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First Trust Morningstar Dividend Leaders Index (FDL) Institutional Ownership

First Trust Morningstar Dividend Leaders Index logo
$40.17 +0.60 (+1.52%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Number of
Institutional Buyers
(last 12 months)
190
Total
Institutional Inflows
(last 12 months)
$654.19M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$341.78M
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FDL Institutional Buying and Selling by Quarter

First Trust Morningstar Dividend Leaders Index Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.55,048$2.30M0.1%-36.5%0.053%
11/25/2024 World Investment Advisors LLC17,964$754K0.0%N/A0.017%
11/25/2024 Sanctuary Advisors LLC40,320$1.75M0.0%-1.4%0.039%
11/18/2024 Rehmann Capital Advisory Group131,653$5.52M0.4%+6.1%0.126%
11/18/2024 Arete Wealth Advisors LLC42,847$1.79M0.1%+42.6%0.041%
11/18/2024 Sunbelt Securities Inc.10,752$451K0.0%-12.2%0.010%
11/15/2024 Y Intercept Hong Kong Ltd7,571$318K0.0%N/A0.007%
11/15/2024 MML Investors Services LLC133,850$5.62M0.0%+2.9%0.128%
11/15/2024 Orion Portfolio Solutions LLC76,629$3.22M0.1%-9.2%0.073%
11/15/2024 Zacks Investment Management4,974$209K0.0%-50.3%0.005%
11/15/2024 Kovitz Investment Group Partners LLC13,506$567K0.0%N/A0.013%
11/15/2024 Stifel Financial Corp1,015,831$42.61M0.0%+0.1%0.974%
11/15/2024 Pinnacle Family Advisors LLC10,126$425K0.2%-55.7%0.010%
11/15/2024 HighTower Advisors LLC431,372$18.09M0.0%-1.4%0.414%
11/15/2024 Hilltop Holdings Inc.13,171$553K0.0%N/A0.013%
11/15/2024 Benjamin Edwards Inc.84,556$3.55M0.1%+1,641.6%0.081%
11/14/2024 L.M. Kohn & Company7,270$305K0.1%-55.4%0.007%
11/14/2024 TRUE Private Wealth Advisors974,990$40.90M4.9%-6.4%0.935%
11/14/2024 Flow Traders U.S. LLC7,743$325K0.0%N/A0.007%
11/14/2024 Captrust Financial Advisors17,616$739K0.0%+56.1%0.017%
11/14/2024 Rockefeller Capital Management L.P.186,112$7.81M0.0%+8.3%0.178%
11/14/2024 CreativeOne Wealth LLC22,310$936K0.0%+35.0%0.021%
11/13/2024 Freedom Investment Management Inc.6,074$255K0.0%+4.2%0.006%
11/13/2024 Townsquare Capital LLC7,306$306K0.0%-54.0%0.007%
11/13/2024 FMR LLC23,074$968K0.0%+67.8%0.022%
11/13/2024 D.A. Davidson & CO.241,782$10.14M0.1%+9.1%0.232%
11/13/2024 Summit Financial Wealth Advisors LLC208,142$8.73M1.6%+1.9%0.200%
11/13/2024 Private Trust Co. NA30,044$1.26M0.1%-1.8%0.029%
11/13/2024 Independent Advisor Alliance93,669$3.93M0.1%+3.6%0.090%
11/12/2024 Centaurus Financial Inc.9,055$380K0.0%-9.4%0.009%
11/12/2024Larson Financial Group LLC19,889$834K0.0%-5.1%0.019%
11/12/2024 StoneX Group Inc.19,322$811K0.1%+4.6%0.019%
11/12/2024 Kingsview Wealth Management LLC37,991$1.59M0.0%+2.0%0.036%
11/12/2024 Leelyn Smith LLC155,982$6.54M1.2%+1.5%0.150%
11/12/2024 Nwam LLC20,745$870K0.1%N/A0.020%
11/12/2024 Icon Wealth Advisors LLC79,991$3.36M0.1%+307.7%0.077%
11/12/2024 CFS Investment Advisory Services LLC84,927$3.56M0.3%N/A0.081%
11/12/2024 Investors Research Corp89,106$3.74M0.8%+11.3%0.085%
11/9/2024 LPL Financial LLC8,454,951$354.69M0.2%+7.2%8.106%
11/8/2024 Moors & Cabot Inc.31,467$1.32M0.1%-5.4%0.030%
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11/8/2024 Darwin Wealth Management LLC3,835$161K0.0%N/A0.004%
11/8/2024 Retireful LLC116,131$4.87M3.6%N/A0.111%
11/7/2024 Prospera Financial Services Inc189,346$7.95M0.2%-1.7%0.182%
11/7/2024 Spectrum Wealth Advisory Group LLC59,888$2.51M1.4%-78.7%0.057%
11/7/2024 Semus Wealth Partners LLC5,699$239K0.2%-5.0%0.005%
11/7/2024 Claro Advisors LLC7,799$327K0.0%-16.5%0.007%
11/6/2024 1776 Wealth LLC13,695$575K0.3%-10.4%0.013%
11/6/2024 Signature Estate & Investment Advisors LLC7,416$311K0.0%+24.5%0.007%
11/6/2024 Neumann Capital Management LLC17,450$732K0.2%N/A0.017%
11/6/2024 Sargent Investment Group LLC62,882$2.64M0.5%-2.9%0.060%
11/6/2024 ROI Financial Advisors LLC73,646$3.09M2.1%+3.0%0.071%
11/6/2024 Kovack Advisors Inc.16,941$711K0.1%+7.4%0.016%
11/6/2024 Oppenheimer & Co. Inc.65,386$2.74M0.0%-5.0%0.063%
11/5/2024 Aptus Capital Advisors LLC5,853$246K0.0%+4.5%0.006%
11/5/2024 First Heartland Consultants Inc.117,959$4.95M0.5%-50.6%0.113%
11/5/2024 Proactive Wealth Strategies LLC71,806$3.01M1.7%N/A0.069%
11/5/2024 Harbour Investments Inc.264,833$11.11M0.3%-2.3%0.254%
11/5/2024 Nations Financial Group Inc. IA ADV33,332$1.40M0.1%-1.4%0.032%
11/4/2024 GDS Wealth Management66,670$2.80M0.3%-4.7%0.064%
11/4/2024 Tyler Stone Wealth Management9,755$409K0.1%+216.9%0.009%
11/4/2024 Colonial River Investments LLC6,851$287K0.1%-9.0%0.007%
11/4/2024 Axxcess Wealth Management LLC6,368$267K0.0%-15.4%0.006%
11/4/2024 Sigma Planning Corp83,758$3.51M0.1%-8.7%0.080%
11/2/2024 Mach 1 Financial Group LLC90,871$3.81M2.3%-46.0%0.087%
11/2/2024 XML Financial LLC13,024$546K0.1%+34.9%0.012%
11/1/2024 Atria Investments Inc35,197$1.48M0.0%+1.6%0.034%
11/1/2024 Assetmark Inc.3,042$128K0.0%+14.4%0.003%
11/1/2024 Crumly & Associates Inc.34,696$1.46M0.4%-7.2%0.033%
11/1/2024 United Bank8,955$376K0.0%-7.8%0.009%
11/1/2024 Holistic Planning LLC8,527$358K0.2%-23.6%0.008%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.49,202$2.06M0.8%-4.2%0.047%
10/31/2024 Cozad Asset Management Inc.144,946$6.08M0.6%-2.8%0.139%
10/31/2024 Concurrent Investment Advisors LLC107,210$4.50M0.1%+1.7%0.103%
10/30/2024 Maia Wealth LLC16,648$701K0.2%N/A0.016%
10/30/2024 Avidian Wealth Enterprises LLC51,074$2.14M0.1%-3.0%0.049%
10/30/2024 Moloney Securities Asset Management LLC30,539$1.28M0.2%-2.8%0.029%
10/30/2024 World Equity Group Inc.126,788$5.32M1.9%+2.6%0.122%
10/30/2024 Wetzel Investment Advisors Inc.111,602$4.68M2.4%-4.3%0.107%
10/29/2024 Janney Montgomery Scott LLC565,850$23.74M0.1%+0.5%0.543%
10/29/2024 Farther Finance Advisors LLC21,373$897K0.0%+2,037.3%0.020%
10/28/2024 Gladstone Institutional Advisory LLC36,439$1.53M0.1%-30.3%0.035%
10/28/2024 Creative Financial Designs Inc. ADV13,382$561K0.0%-38.1%0.013%
10/28/2024 Stephens Inc. AR501,430$21.04M0.3%-3.0%0.481%
10/28/2024 US Bancorp DE29,897$1.25M0.0%-3.5%0.029%
10/25/2024 Financial Advocates Investment Management22,884$960K0.1%+235.1%0.022%
10/25/2024 JFS Wealth Advisors LLC154,830$6.50M0.4%-0.3%0.148%
10/25/2024 Twin Peaks Wealth Advisors LLC7,907$332K0.2%+11.1%0.008%
10/25/2024 Eagle Strategies LLC6,749$283K0.1%-10.3%0.006%
10/25/2024 Gateway Wealth Partners LLC36,282$1.52M0.4%+9.6%0.035%
10/24/2024 Salomon & Ludwin LLC85,236$3.58M0.4%-11.0%0.082%
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10/24/2024 Valley National Advisers Inc.2,534$105K0.0%+339.2%0.002%
10/24/2024 Manchester Financial Inc.170,035$7.13M1.5%+2.5%0.163%
10/24/2024 Wealth Enhancement Advisory Services LLC47,846$2.01M0.0%+8.0%0.046%
10/24/2024 PFG Investments LLC37,245$1.56M0.1%+3.8%0.036%
10/24/2024 Arkadios Wealth Advisors23,948$1.01M0.1%+7.8%0.023%
10/23/2024 Allworth Financial LP170,932$7.17M0.0%-8.1%0.164%
10/23/2024 Santori & Peters Inc.32,861$1.38M0.5%+241.6%0.032%
10/23/2024 Silver Oak Securities Incorporated22,209$927K0.1%+15.8%0.021%
10/23/2024 Ergawealth Advisors Inc.21,478$901K0.4%-28.9%0.021%
10/23/2024 RiverTree Advisors LLC8,279$347K0.2%N/A0.008%
(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, 406 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), International Assets Investment Management LLC ($228.75M), Bank of America Corp DE ($109.95M), Wells Fargo & Company MN ($101.10M), Ameriprise Financial Inc. ($85.83M), and Raymond James Financial Services Advisors Inc. ($73.62M).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 ($9.98M), 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 53,586,486 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 244 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: 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), Kestra Advisory Services LLC ($683.36K), and Stephens Inc. AR ($657.17K).

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

Institutional investors have sold a total of 22,700,274 shares in the last 24 months. This volume of shares sold represents approximately $806.90M in transactions.


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This page (NYSEARCA:FDL) was last updated on 12/22/2024 by MarketBeat.com Staff
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