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

First Trust Morningstar Dividend Leaders Index Fund logo
$43.42 -0.11 (-0.24%)
As of 03:15 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)
303
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$441.84M
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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
8/15/2025Corient Private Wealth LLC10,879$455K0.0%-3.9%0.008%
8/15/2025Equitable Holdings Inc.191,086$8.00M0.1%+9.7%0.147%
8/15/2025Captrust Financial Advisors22,117$926K0.0%+56.3%0.017%
8/15/2025 Snowden Capital Advisors LLC80,027$3.35M0.1%+56.5%0.062%
8/15/2025 Orion Porfolio Solutions LLC63,284$2.65M0.0%-13.5%0.049%
8/15/2025 MML Investors Services LLC150,432$6.30M0.0%+7.3%0.116%
8/15/2025 Garden State Investment Advisory Services LLC9,843$412K0.1%N/A0.008%
8/15/2025 Benjamin Edwards Inc.82,255$3.44M0.0%+0.7%0.063%
8/15/2025 BNP Paribas Financial Markets150,000$6.28M0.0%+938.1%0.115%
8/15/2025 Blue Capital Inc.29,905$1.25M0.9%N/A0.023%
8/15/2025 Bank of America Corp DE2,515,726$105.33M0.0%+6.2%1.936%
8/15/2025 Ameriprise Financial Inc.3,911,177$163.77M0.0%+17.8%3.010%
8/14/2025 Jane Street Group LLC22,753$953K0.0%N/A0.018%
8/14/2025 Raymond James Financial Inc.4,226,227$176.95M0.1%+10.8%3.252%
8/14/2025 Darwin Wealth Management LLC3,887$163K0.1%N/A0.003%
8/14/2025 LWM Advisory Services LLC29,483$1.23M0.9%-46.3%0.023%
8/14/2025 Main Street Financial Solutions LLC10,919$457K0.0%-7.9%0.008%
8/14/2025 NewEdge Advisors LLC126,331$5.29M0.0%+20.5%0.097%
8/14/2025 Qube Research & Technologies Ltd113,313$4.74M0.0%+18.9%0.087%
8/13/2025 Per Stirling Capital Management LLC.106,874$4.48M0.6%+185.7%0.082%
8/13/2025 Rockport Wealth LLC1,930,788$80.84M18.7%-2.2%1.486%
8/13/2025 StoneX Group Inc.43,046$1.80M0.1%+249.3%0.033%
8/13/2025 Cresset Asset Management LLC12,593$527K0.0%+2.4%0.010%
8/13/2025 Proactive Wealth Strategies LLC77,732$3.26M1.5%+0.7%0.060%
8/13/2025 Gateway Wealth Partners LLC66,736$2.79M0.5%+45.8%0.051%
8/13/2025 Baird Financial Group Inc.87,697$3.67M0.0%-8.2%0.067%
8/13/2025 First Trust Advisors LP205,064$8.59M0.0%+15.6%0.158%
8/13/2025 EverSource Wealth Advisors LLC5,802$243K0.0%N/A0.004%
8/13/2025 Smith Moore & CO.45,611$1.91M0.2%+7.9%0.035%
8/13/2025 VestGen Advisors LLC175,631$7.53M0.3%+23.9%0.135%
8/13/2025 Trustmark Bank Trust Department17,000$712K0.0%+70.0%0.013%
8/13/2025 Level Four Advisory Services LLC10,655$446K0.0%-11.1%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.1,733,258$72.57M0.1%+12.2%1.334%
8/13/2025 Maia Wealth LLC46,337$1.94M0.4%+55.6%0.036%
8/12/2025 J.W. Cole Advisors Inc.136,406$5.71M0.1%+36.6%0.105%
8/12/2025 Steward Partners Investment Advisory LLC181,480$7.60M0.1%-15.7%0.140%
8/12/2025 Jaffetilchin Investment Partners LLC10,879$455K0.0%N/A0.008%
8/12/2025 CreativeOne Wealth LLC15,598$653K0.0%-12.4%0.012%
8/12/2025 Global Retirement Partners LLC17,757$743K0.0%N/A0.014%
8/12/2025 Barings LLC88,348$3.70M0.1%+32.3%0.068%
Trump’s SHOCKING Plan to Create MASSIVE Wealth for Americans (Ad)

James Altucher says Donald Trump just made a move so surprising, it could go down as the most lucrative presidential decision in modern history. According to his research, this could set off a massive wealth wave—potentially turning a $900 investment into $108,000 in under a year. It has nothing to do with tariffs or trade wars—but it’s already gaining momentum, and the window to act is closing fast.

Click here to discover the full details of Trump’s “Great Gain” strategy.
8/12/2025 Entruity Wealth LLC32,154$1.35M1.1%+15.2%0.025%
8/12/2025 Cozad Asset Management Inc.158,751$6.65M0.6%+0.6%0.122%
8/12/2025 Del Sette Capital Management LLC184,922$7.74M5.4%N/A0.142%
8/12/2025 JPMorgan Chase & Co.235,729$9.87M0.0%-75.8%0.181%
8/12/2025 Wisconsin Wealth Advisors LLC97,807$4.10M4.7%+4.8%0.075%
8/12/2025 PKS Advisory Services LLC46,654$1.95M0.5%-0.6%0.036%
8/12/2025 GDS Wealth Management51,601$2.16M0.2%-43.3%0.040%
8/11/2025 TD Waterhouse Canada Inc.80,894$3.45M0.0%N/A0.062%
8/11/2025 TRUE Private Wealth Advisors761,386$31.88M3.6%-10.1%0.586%
8/11/2025 Semus Wealth Partners LLC7,325$307K0.2%+5.3%0.006%
8/8/2025 Rockefeller Capital Management L.P.198,977$8.33M0.0%+2.2%0.153%
8/8/2025 Kingsview Wealth Management LLC56,782$2.38M0.0%+19.8%0.044%
8/8/2025 Collaborative Wealth Managment Inc.54,652$2.29M1.0%-5.1%0.042%
8/8/2025 Avantax Advisory Services Inc.125,343$5.25M0.0%-30.1%0.097%
8/8/2025 WealthTrust Asset Management LLC6,540$274K0.2%-20.3%0.005%
8/8/2025 Cetera Investment Advisers2,075,810$86.91M0.1%+11.5%1.600%
8/8/2025 Creative Planning427,638$17.91M0.0%-72.6%0.330%
8/8/2025 Foundations Investment Advisors LLC15,839$663K0.0%+5.0%0.012%
8/8/2025 Intrua Financial LLC18,484$774K0.1%+5.0%0.014%
8/8/2025 Good Life Advisors LLC85,001$3.56M0.2%+24.9%0.066%
8/8/2025 SageOak Financial LLC5,344$224K0.2%-49.1%0.004%
8/8/2025 PNC Financial Services Group Inc.20,436$856K0.0%-4.2%0.016%
8/7/2025 PCG Wealth Advisors LLC84,212$3.53M1.8%+1.6%0.065%
8/7/2025 New England Private Wealth Advisors LLC22,695$970K0.1%N/A0.017%
8/7/2025 PFG Advisors14,070$589K0.0%+88.3%0.011%
8/7/2025 HC Advisors LLC380,189$15.92M11.2%+0.4%0.293%
8/6/2025 Prospera Financial Services Inc291,373$12.21M0.2%+1.8%0.225%
8/6/2025 AE Wealth Management LLC38,485$1.61M0.0%-77.4%0.030%
8/6/2025 Vestmark Advisory Solutions Inc.107,232$4.49M0.1%+79.9%0.083%
8/6/2025 ROI Financial Advisors LLC73,028$3.06M1.9%+1.0%0.056%
8/6/2025 Csenge Advisory Group1,783,853$74.60M3.9%+0.6%1.375%
8/6/2025 SNS Financial Group LLC84,508$3.54M0.3%-1.7%0.065%
8/6/2025 Moors & Cabot Inc.28,238$1.18M0.1%-7.0%0.022%
8/6/2025 RFG Bristol Wealth Advisors LLC57,277$2.40M0.7%+72.4%0.044%
8/5/2025 HFG Advisors Inc.122,420$5.13M4.1%+1.9%0.094%
8/5/2025 Prosperity Consulting Group LLC124,626$5.22M0.4%+11.0%0.096%
8/5/2025 Sigma Planning Corp104,582$4.38M0.1%+22.1%0.081%
8/5/2025 Strategic Financial Concepts LLC5,766$241K0.0%-48.8%0.004%
8/5/2025 Atlas Private Wealth Advisors42,952$1.80M0.2%N/A0.033%
8/4/2025 Integrity Alliance LLC.4,973$208K0.0%-87.9%0.004%
8/4/2025 Creative Financial Designs Inc. ADV32,151$1.35M0.1%+1.8%0.025%
8/4/2025 Tradewinds LLC.11,432$479K0.4%N/A0.009%
8/4/2025 IFG Advisory LLC26,824$1.12M0.1%+89.5%0.021%
8/4/2025 Atria Investments Inc29,859$1.25M0.0%-15.6%0.023%
8/4/2025 Assetmark Inc.8,424$353K0.0%+103.8%0.006%
8/4/2025 Arkadios Wealth Advisors72,953$3.06M0.1%-7.2%0.056%
8/4/2025 World Investment Advisors26,469$1.11M0.0%+5.9%0.020%
8/4/2025 Flagship Harbor Advisors LLC18,785$787K0.0%+6.6%0.014%
8/4/2025 Daymark Wealth Partners LLC21,846$915K0.0%-6.9%0.017%
8/4/2025 Waterfront Wealth Inc.6,695$280K0.1%-3.5%0.005%
Trump’s SHOCKING Plan to Create MASSIVE Wealth for Americans (Ad)

James Altucher says Donald Trump just made a move so surprising, it could go down as the most lucrative presidential decision in modern history. According to his research, this could set off a massive wealth wave—potentially turning a $900 investment into $108,000 in under a year. It has nothing to do with tariffs or trade wars—but it’s already gaining momentum, and the window to act is closing fast.

Click here to discover the full details of Trump’s “Great Gain” strategy.
8/1/2025 Advisory Alpha LLC30,421$1.27M0.0%-3.2%0.023%
8/1/2025 Rossby Financial LCC1,983$83K0.0%+134.4%0.002%
8/1/2025 Y Intercept Hong Kong Ltd12,666$530K0.0%+159.7%0.010%
8/1/2025 Ashton Thomas Private Wealth LLC5,049$211K0.0%+8.6%0.004%
8/1/2025 Envestnet Asset Management Inc.1,263,811$52.92M0.0%+18.2%0.973%
7/31/2025 Topsail Wealth Management LLC9,985$418K0.1%-2.7%0.008%
7/31/2025 Leelyn Smith LLC154,407$6.47M1.1%+1.8%0.119%
7/31/2025 Hobart Private Capital LLC247,126$10.35M2.3%+22.2%0.190%
7/31/2025 FSM Wealth Advisors LLC125,380$5.36M0.9%N/A0.097%
7/31/2025 Turning Point Benefit Group Inc.21,474$899K0.7%+43.3%0.017%
(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, 453 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index Fund. The most heavily invested institutionals were LPL Financial LLC ($466.57M), Morgan Stanley ($241.84M), Raymond James Financial Inc. ($176.95M), Ameriprise Financial Inc. ($163.77M), Wells Fargo & Company MN ($110.30M), Bank of America Corp DE ($105.33M), and Cetera Investment Advisers ($86.91M).Learn more on First Trust Morningstar Dividend Leaders Index Fund's institutional investors.

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

Of the 384 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 ($9.91M), Raymond James Financial Inc. ($4.23M), LPL Financial LLC ($2.85M), Ameriprise Financial Inc. ($2.50M), Cetera Investment Advisers ($2.19M), Bank of America Corp DE ($528.47K), and Redhawk Wealth Advisors Inc. ($426.85K).

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

Institutional investors have bought a total of 27,671,592 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Which of First Trust Morningstar Dividend Leaders Index Fund's major shareholders have been selling company stock?

Of the 189 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: International Assets Investment Management LLC ($5.33M), Creative Planning ($1.13M), JPMorgan Chase & Co. ($740.37K), Cetera Investment Advisers ($319.91K), Jones Financial Companies Lllp ($275.71K), Spectrum Wealth Advisory Group LLC ($243.87K), and TRUE Private Wealth Advisors ($170.10K).

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

Institutional investors have sold a total of 10,796,650 shares in the last 24 months. This volume of shares sold represents approximately $441.84M in transactions.


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This page (NYSEARCA:FDL) was last updated on 8/18/2025 by MarketBeat.com Staff
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