Who Owns FDL?
First Trust Morningstar Dividend Leaders Index Fund — Institutional Ownership & 13F Holdings
$50.49
+0.53 (+1.06%)
Market Cap
$7.2B
Shares Outstanding
148,065,779
Institutional Holders
422
Total Inst. Value
$2.4B
% of Float Held
—
QoQ Holder Change
+211
Institutional data as of Q1 2025
New Positions
133
Closed Positions
30
Increased
136
Decreased
101
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $324.7M | 7,475,676 |
| 2 | RAYMOND JAMES FINANCIAL INC | $165.7M | 3,814,503 |
| 3 | AMERIPRISE FINANCIAL INC | $144.3M | 3,320,971 |
| 4 | WELLS FARGO & COMPANY/MN | $121.8M | 2,804,468 |
| 5 | BANK OF AMERICA CORP /DE/ | $102.9M | 2,369,562 |
| 6 | UBS Group AG | $101.9M | 2,346,223 |
| 7 | ROYAL BANK OF CANADA | $86.5M | 1,990,425 |
| 8 | Rockport Wealth LLC | $85.8M | 1,974,095 |
| 9 | Cetera Investment Advisers | $80.9M | 1,862,245 |
| 10 | STIFEL FINANCIAL CORP | $78.6M | 1,809,737 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +490K | $324.7M |
| RAYMOND JAMES FINANCIAL INC | +652K | $165.7M |
| AMERIPRISE FINANCIAL INC | +313K | $144.3M |
| WELLS FARGO & COMPANY/MN | +65K | $121.8M |
| BANK OF AMERICA CORP /DE/ | +285K | $102.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -276K | $45K |
| Strategic Financial Concepts, LLC | -223K | $489K |
| OSAIC HOLDINGS, INC. | -137K | $47.9M |
| TRUE Private Wealth Advisors | -110K | $36.8M |
| Independent Advisor Alliance | -95K | $4.4M |
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Frequently Asked Questions
How many institutional investors hold FDL?
As of Q1 2025, 422 institutional investors report holding FDL (First Trust Morningstar Dividend Leaders Index Fund) in their 13F filings.
Which hedge fund owns the most FDL?
The largest institutional holder of FDL is MORGAN STANLEY with $324.7M in shares.
Are institutions buying or selling FDL?
This quarter, 133 institutions opened new positions in FDL and 30 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.