FDL · First Trust Morningstar Dividend Leaders Index Fund ETF
$52.92
-0.47 (-0.88%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $5,564,513
Total Shares: 114,355
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
74.0%
+57.9 pts
Top 5
100.0%
+58.8 pts
Top 10
100.0%
+45.5 pts
HHI
5,784
Highly concentrated+5,279
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
1
Sold Out
500
Unchanged
0
Holder count:
-498
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small NWM ADVISORS, LLC | +2,111 | 18,361 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −141 | 7,179 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 84,600 | $4,116,636 | |
| Small CARLSON FINANCIAL, INC. | 4,215 | $205,101 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 14,253,890 | $724,097,612 | |
| Mega MORGAN STANLEY | 8,943,250 | $454,317,099 | |
| Mega AMERIPRISE FINANCIAL INC | 5,220,047 | $265,178,386 | |
| Mega RAYMOND JAMES FINANCIAL INC | 5,012,854 | $254,652,982 | |
| Mega WELLS FARGO & COMPANY/MN | 3,149,580 | $159,998,663 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC FDL | $4,116,636 | 73.98% | 84,600 | Shares | 2026-09-02 | |
| Small NWM ADVISORS, LLC FDL | $893,446 | 16.06% | 18,361 | Shares | 2026-08-28 | |
| Large Corient Private Wealth LLC FDL | $349,330 | 6.28% | 7,179 | Shares | 2026-08-27 | |
| Small CARLSON FINANCIAL, INC. FDL | $205,101 | 3.69% | 4,215 | Shares | 2026-08-24 |