FDL Institutional Ownership
First Trust Morningstar Dividend Leaders Index Fund
1W: -1.2%
1M: -7.7%
3M: -0.6%
YTD: +9.9%
1Y: +13.5%
3Y: +57.7%
5Y: +70.5%
$49.18
-0.07 (-0.14%)
Weekly Expected Move ±1.2%
$48
$49
$49
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FDL
536
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
40
New Positions
215
Increased
196
Reduced
38
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (570 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15,926,005 | $783M | +1,672,115 | +11.7% | 61Q | SEC ↗ |
| 2 | MORGAN STANLEY | 8,894,688 | $437M | -48,562 | -0.5% | 60Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 5,636,574 | $277M | +416,527 | +8.0% | 16Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 5,083,870 | $250M | +71,016 | +1.4% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 3,243,922 | $160M | +94,342 | +3.0% | 71Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 2,577,601 | $127M | +35,048 | +1.4% | 15Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 2,550,535 | $125M | +113,056 | +4.6% | 43Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 2,473,676 | $122M | -5,368 | -0.2% | 67Q | SEC ↗ |
| 9 | UBS Group AG | 2,468,862 | $121M | +80,787 | +3.4% | 9Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,255,769 | $111M | +311,652 | +16.0% | 39Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,732,826 | $85M | +243,460 | +16.3% | 26Q | SEC ↗ |
| 12 | Csenge Advisory Group | 1,728,408 | $85M | +158,039 | +10.1% | 24Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 1,713,342 | $84M | +287,379 | +20.2% | 11Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,524,238 | $75M | +104,421 | +7.4% | 50Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 1,281,357 | $63M | +34,084 | +2.7% | 57Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 1,213,621 | $60M | -22,778 | -1.8% | 43Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 997,443 | $49M | +82,658 | +9.0% | 35Q | SEC ↗ |
| 18 | Rockport Wealth LLC | 982,928 | $48M | +97,344 | +11.0% | 8Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 969,772 | $48M | -250,167 | -20.5% | 51Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 904,402 | $44M | +149,267 | +19.8% | 27Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 725,028 | $36M | +28,387 | +4.1% | 24Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 645,928 | $32M | -11,353 | -1.7% | 52Q | SEC ↗ |
| 23 | TRUE Private Wealth Advisors | 627,429 | $31M | -110,792 | -15.0% | 15Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 581,274 | $29M | -12,507 | -2.1% | 43Q | SEC ↗ |
| 25 | Southland Equity Partners LLC | 561,017 | $28M | +3,485 | +0.6% | 23Q | SEC ↗ |
| 26 | STEPHENS INC /AR | 553,057 | $27M | +10,333 | +1.9% | 16Q | SEC ↗ |
| 27 | BNP PARIBAS FINANCIAL MARKETS | 543,349 | $27M | -605,661 | -52.7% | 8Q | SEC ↗ |
| 28 | BEACON FINANCIAL GROUP | 477,704 | $23M | +5,718 | +1.2% | 23Q | SEC ↗ |
| 29 | &PARTNERS | 471,992 | $23M | +34,296 | +7.8% | 8Q | SEC ↗ |
| 30 | D.A. DAVIDSON & CO. | 464,193 | $23M | +22,646 | +5.1% | 52Q | SEC ↗ |
| 31 | HARBOUR INVESTMENTS, INC. | 456,188 | $22M | +11,105 | +2.5% | 17Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 430,333 | $21M | +13,212 | +3.2% | 15Q | SEC ↗ |
| 33 | Kingsview Wealth Management, LLC | 422,375 | $21M | +27,739 | +7.0% | 15Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 385,538 | $19M | -46,833 | -10.8% | 59Q | SEC ↗ |
| 35 | RFG Advisory, LLC | 384,975 | $19M | +54,704 | +16.6% | 11Q | SEC ↗ |
| 36 | Vestmark Advisory Solutions, Inc. | 364,025 | $18M | +195 | +0.1% | 17Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 339,897 | $17M | +25,750 | +8.2% | 22Q | SEC ↗ |
| 38 | Steward Partners Investment Advisory, | 314,308 | $15M | +12,047 | +4.0% | 29Q | SEC ↗ |
| 39 | HC Advisors, LLC | 301,517 | $15M | +8,813 | +3.0% | 25Q | SEC ↗ |
| 40 | MANCHESTER FINANCIAL INC | 295,698 | $15M | -19,948 | -6.3% | 15Q | SEC ↗ |
| 41 | Center for Wealth Management Advisory | 289,599 | $14M | +5,190 | +1.8% | 3Q | SEC ↗ |
| 42 | McAdam, LLC | 281,475 | $14M | +28,673 | +11.3% | 7Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 271,318 | $13M | +833 | +0.3% | 27Q | SEC ↗ |
| 44 | Rehmann Capital Advisory Group | 268,982 | $13M | +14,558 | +5.7% | 16Q | SEC ↗ |
| 45 | Summit Financial Wealth Advisors, LLC | 263,650 | $13M | +7,000 | +2.7% | 17Q | SEC ↗ |
| 46 | Hobart Private Capital, LLC | 261,661 | $13M | +8,480 | +3.3% | 11Q | SEC ↗ |
| 47 | Next Level Private LLC | 251,170 | $12M | -647 | -0.3% | 15Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 249,536 | $12M | -635,148 | -71.8% | 18Q | SEC ↗ |
| 49 | Del-Sette Capital Management, LLC | 245,466 | $12M | -40,658 | -14.2% | 5Q | SEC ↗ |
| 50 | Keeler Thomas Management LLC | 244,574 | $12M | +8,686 | +3.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 180,846 | $9M |
| CITADEL ADVISORS LLC | 84,600 | $4M |
| Ipsen Advisor Group LLC | 53,745 | $3M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 38,820 | $2M |
| Coppell Advisory Solutions LLC | 30,481 | $1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 18,660 | $918K |
| XTX Topco Ltd | 17,156 | $844K |
| Global Retirement Partners, LLC | 14,585 | $717K |
| Savvy Advisors, Inc. | 13,900 | $684K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,137 | $646K |
| Xcelsior Advisor Partners LLC | 12,332 | $606K |
| Urban Wealth Management, LLC | 11,470 | $564K |
| FIDUCIARY FINANCIAL ADVISORS | 7,199 | $354K |
| TrueWealth Advisors, LLC | 6,652 | $327K |
| Simplicity Wealth,LLC | 5,994 | $295K |
| Nuveen, LLC | 5,913 | $291K |
| VAQUERO PRIVATE WEALTH, LTD | 5,844 | $287K |
| Carl P. Sherr & Co., LLC | 5,785 | $285K |
| PUFF WEALTH MANAGEMENT, LLC | 5,397 | $265K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 5,314 | $261K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 108,285 | $5M |
| TUDOR INVESTMENT CORP ET AL | 84,935 | $4M |
| Hershey Financial Advisers, LLC | 56,470 | $3M |
| Global View Capital Management LLC | 52,331 | $3M |
| OneAscent Financial Services LLC | 45,981 | $2M |
| WIN ADVISORS, INC | 35,364 | $2M |
| Quadrature Capital Ltd | 32,922 | $2M |
| Jump Financial, LLC | 32,660 | $2M |
| Synergy Asset Management, LLC | 32,486 | $2M |
| Y-Intercept (Hong Kong) Ltd | 30,442 | $1M |
| Triad Wealth Partners, LLC | 27,338 | $1M |
| Hilltop Holdings Inc. | 16,817 | $827K |
| WCG Wealth Advisors LLC | 16,651 | $819K |
| Ascentis Independent Advisors | 16,062 | $790K |
| Redhawk Wealth Advisors, Inc. | 14,997 | $738K |
| Keystone Wealth Services, LLC | 14,787 | $727K |
| Optivise Advisory Services LLC | 14,735 | $725K |
| Navis Wealth Advisors, LLC | 14,177 | $697K |
| Retireful, LLC | 13,174 | $648K |
| TIAA TRUST, NATIONAL ASSOCIATION | 11,974 | $589K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,672,115 | +11.7% | 15,926,005 |
| AMERIPRISE FINANCIAL INC | +416,527 | +8.0% | 5,636,574 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +311,652 | +16.0% | 2,255,769 |
| JONES FINANCIAL COMPANIES LLLP | +287,379 | +20.2% | 1,713,342 |
| OSAIC HOLDINGS, INC. | +243,460 | +16.3% | 1,732,826 |
| Csenge Advisory Group | +158,039 | +10.1% | 1,728,408 |
| TRUIST FINANCIAL CORP | +149,267 | +19.8% | 904,402 |
| Cetera Investment Advisers | +113,056 | +4.6% | 2,550,535 |
| ENVESTNET ASSET MANAGEMENT INC | +104,421 | +7.4% | 1,524,238 |
| Rockport Wealth LLC | +97,344 | +11.0% | 982,928 |
| WELLS FARGO & COMPANY/MN | +94,342 | +3.0% | 3,243,922 |
| COMMONWEALTH EQUITY SERVICES, LLC | +82,658 | +9.0% | 997,443 |
| UBS Group AG | +80,787 | +3.4% | 2,468,862 |
| MOSELEY INVESTMENT MANAGEMENT INC | +74,075 | +267.2% | 101,801 |
| MML INVESTORS SERVICES, LLC | +72,288 | +60.1% | 192,482 |
| RAYMOND JAMES FINANCIAL INC | +71,016 | +1.4% | 5,083,870 |
| Ameritas Advisory Services, LLC | +69,976 | +549.3% | 82,714 |
| Turning Point Benefit Group, Inc. | +69,138 | +217.7% | 100,897 |
| Qube Research & Technologies Ltd | +63,529 | +98.2% | 128,242 |
| Milestones Private Investment Advis | +56,389 | +75.6% | 131,010 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -635,148 | -71.8% | 249,536 |
| BNP PARIBAS FINANCIAL MARKETS | -605,661 | -52.7% | 543,349 |
| Independent Advisor Alliance | -294,366 | -69.3% | 130,595 |
| Private Advisor Group, LLC | -250,167 | -20.5% | 969,772 |
| Investors Research Corp | -169,257 | -52.7% | 151,969 |
| Prospera Financial Services Inc | -134,983 | -54.8% | 111,366 |
| TRUE Private Wealth Advisors | -110,792 | -15.0% | 627,429 |
| AE Wealth Management LLC | -91,232 | -63.6% | 52,261 |
| Gateway Wealth Partners, LLC | -89,770 | -48.2% | 96,382 |
| Fortis Group Advisors, LLC | -80,675 | -75.9% | 25,603 |
| Goldstone Financial Group, LLC | -54,824 | -20.0% | 219,270 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -54,792 | -53.6% | 47,410 |
| MORGAN STANLEY | -48,562 | -0.5% | 8,894,688 |
| SILVER OAK SECURITIES, INCORPORATED | -47,850 | -60.3% | 31,500 |
| HighTower Advisors, LLC | -46,833 | -10.8% | 385,538 |
| Mariner, LLC | -43,722 | -16.8% | 216,768 |
| Del-Sette Capital Management, LLC | -40,658 | -14.2% | 245,466 |
| STIFEL FINANCIAL CORP | -22,778 | -1.8% | 1,213,621 |
| Entruity Wealth, LLC | -21,702 | -59.8% | 14,570 |
| MANCHESTER FINANCIAL INC | -19,948 | -6.3% | 295,698 |