First Trust Morningstar Dividend Leaders Index Fund (FDL)

First Trust Morningstar Dividend Leaders Index Fund (FDL) is listed on NYSE Arca, where it has traded since March 9, 2006.

Listed On
NYSE Arca
Listed Since
March 9, 2006

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 497 institutions reported holding FDL, with 90.6 million shares worth $4.4 billion in aggregate. The largest reported holder was Lpl Financial, with 15.9 million shares worth $775.0 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Lpl Financial15,926,005$775MAdded 11.73%
Morgan Stanley8,894,688$433MReduced 0.54%
Ameriprise Financial5,636,574$277MAdded 7.98%
Raymond James Financial5,083,870$247MAdded 1.42%
Wells Fargo & Company/MN3,243,922$158MAdded 3%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is FDL?

First Trust Morningstar Dividend Leaders Index Fund (FDL) is listed on NYSE Arca, where it has traded since March 9, 2006.

Who are the largest institutional holders of FDL?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FDL were Lpl Financial, Morgan Stanley and Ameriprise Financial.

How many institutions own FDL?

497 institutions reported a position in FDL for the quarter ended June 30, 2026, worth $4.4 billion in total.

Did institutions buy or sell FDL last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for FDL.

Every reported institutional holder, plus insider and congressional trades in FDL, on SentiSense.