FDL
First Trust Morningstar Dividend Leaders Index Fund$49.97+0.19 (+0.38%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$5.500003830002639e+246T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12,408,286 | $550.0M | 0.15% | Share |
| 2 | MORGAN STANLEY | 8,660,047 | $383.0M | 0.02% | Share |
| 3 | AMERIPRISE FINANCIAL INC | 5,958,720 | $264.0M | 0.06% | Share |
| 4 | RAYMOND JAMES FINANCIAL INC | 3,580,297 | $158.0M | 0.05% | Share |
| 5 | Cetera Investment Advisers | 2,480,069 | $109.0M | 0.12% | Share |
| 6 | ROYAL BANK OF CANADA | 2,375,419 | $105.0M | 0.02% | Share |
| 7 | UBS Group AG | 2,269,344 | $100.6M | 0.02% | Share |
| 8 | WELLS FARGO & COMPANY/MN | 1,924,202 | $85.0M | 0.02% | Share |
| 9 | Csenge Advisory Group | 1,887,601 | $83.7M | 3.79% | Share |
| 10 | STIFEL FINANCIAL CORP | 1,724,614 | $76.0M | 0.07% | Share |
| 11 | Rockport Wealth LLC | 1,611,576 | $71.5M | 13.90% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,517,406 | $67.0M | 0.02% | Share |
| 13 | BANK OF AMERICA CORP /DE/ | 1,500,433 | $66.0M | 0.00% | Share |
| 14 | OSAIC HOLDINGS, INC. | 1,388,437 | $61.0M | 0.09% | Share |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1,326,809 | $58.0M | 0.02% | Share |
| 16 | WELLS FARGO & COMPANY/MN | 1,305,695 | $57.0M | 0.01% | Share |
| 17 | Cambridge Investment Research Advisors, Inc. | 1,206,910 | $53.0M | 0.14% | Share |
| 18 | Private Advisor Group, LLC | 1,185,475 | $52.0M | 0.24% | Share |
| 19 | JONES FINANCIAL COMPANIES LLLP | 1,090,483 | $48.0M | 0.03% | Share |
| 20 | BANK OF AMERICA CORP /DE/ | 1,075,880 | $47.0M | 0.00% | Share |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 885,065 | $39.0M | 0.05% | Share |
| 22 | TRUE Private Wealth Advisors | 740,797 | $32.8M | 3.29% | Share |
| 23 | TRUIST FINANCIAL CORP | 716,249 | $31.8M | 0.04% | Share |
| 24 | Janney Montgomery Scott LLC | 654,868 | $29.0M | 0.07% | Share |
| 25 | STEPHENS INC /AR/ | 548,765 | $24.3M | 0.30% | Share |
| 26 | Southland Equity Partners LLC | 506,711 | $22.5M | 4.43% | Share |
| 27 | Kestra Advisory Services, LLC | 476,676 | $21.0M | 0.09% | Share |
| 28 | Baird Financial Group, Inc. | 433,532 | $19.0M | 0.03% | Share |
| 29 | HighTower Advisors, LLC | 433,100 | $19.0M | 0.02% | Share |
| 30 | D.A. DAVIDSON & CO. | 398,762 | $17.7M | 0.11% | Share |
| 31 | &PARTNERS | 366,421 | $16.0M | 0.08% | Share |
| 32 | MANCHESTER FINANCIAL INC | 352,833 | $15.6M | 2.93% | Share |
| 33 | HARBOUR INVESTMENTS, INC. | 344,051 | $15.3M | 0.31% | Share |
| 34 | Prospera Financial Services Inc | 322,515 | $14.0M | 0.23% | Share |
| 35 | Hobart Private Capital, LLC | 306,699 | $13.6M | 2.65% | Share |
| 36 | Goldstone Financial Group, LLC | 303,454 | $13.5M | 1.50% | Share |
| 37 | HC Advisors, LLC | 301,109 | $13.4M | 9.24% | Share |
| 38 | BNP PARIBAS FINANCIAL MARKETS | 300,505 | $13.0M | 0.01% | Share |
| 39 | Rockefeller Capital Management L.P. | 280,407 | $12.0M | 0.02% | Share |
| 40 | Del-Sette Capital Management, LLC | 268,285 | $11.9M | 7.34% | Share |
| 41 | Vestmark Advisory Solutions, Inc. | 253,228 | $11.2M | 0.15% | Share |
| 42 | Next Level Private LLC | 251,993 | $11.2M | 2.93% | Share |
| 43 | McAdam, LLC | 249,172 | $11.0M | 0.50% | Share |
| 44 | GOLDMAN SACHS GROUP INC | 256,969 | $11.0M | 0.00% | Share |
| 45 | PERRYMAN FINANCIAL ADVISORY INC /AD | 237,314 | $10.5M | 1.54% | Share |
| 46 | Summit Financial Wealth Advisors, LLC | 230,441 | $10.2M | 1.46% | Share |
| 47 | RFG Advisory, LLC | 227,669 | $10.1M | 0.19% | Share |
| 48 | JPMORGAN CHASE & CO | 237,725 | $10.0M | 0.00% | Share |
| 49 | Equitable Holdings, Inc. | 232,114 | $10.0M | 0.07% | Share |
| 50 | Rehmann Capital Advisory Group | 216,175 | $9.6M | 0.50% | Share |