Who owns First Trust Morningstar Dividend Leaders Index Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDL from SEC Form 13F filings across 499 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 499 institutions disclosed 90.9M shares of First Trust Morningstar Dividend Leaders Index Fund worth $4.43B — about 64.2% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
499
13F holders
$4.43B
value, 2026 filers
64.2%
of shares outstanding (90.9M sh)
45
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15.9M | $775.0M | 0.2% | 11.2% | +11.7% |
| 2 | MORGAN STANLEY | 8.9M | $432.8M | 0.0% | 6.3% | -0.5% |
| 3 | AMERIPRISE FINANCIAL INC | 5.6M | $276.5M | 0.1% | 4% | +8.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 5.1M | $247.4M | 0.1% | 3.6% | +1.4% |
| 5 | WELLS FARGO & COMPANY/MN | 3.2M | $157.8M | 0.0% | 2.3% | +3.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 2.6M | $125.4M | 0.0% | 1.8% | +1.4% |
| 7 | Cetera Investment Advisers | 2.6M | $124.1M | 0.1% | 1.8% | +4.6% |
| 8 | ROYAL BANK OF CANADA | 2.5M | $120.4M | 0.0% | 1.7% | -0.2% |
| 9 | UBS Group AG | 2.5M | $120.1M | 0.0% | 1.7% | +3.4% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.3M | $109.8M | 0.1% | 1.6% | +16.0% |
| 11 | OSAIC HOLDINGS, INC. | 1.7M | $84.3M | 0.1% | 1.2% | +16.3% |
| 12 | Csenge Advisory Group | 1.7M | $84.1M | 3.4% | 1.2% | +10.1% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 1.7M | $85.0M | 0.0% | 1.2% | +20.2% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $74.2M | 0.0% | 1.1% | +7.4% |
| 15 | Cambridge Investment Research Advisors, Inc. | 1.3M | $62.4M | 0.1% | 0.9% | +2.7% |
| 16 | STIFEL FINANCIAL CORP | 1.2M | $59.1M | 0.0% | 0.9% | -1.8% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 997,443 | $48.5M | 0.1% | 0.7% | +9.0% |
| 18 | Rockport Wealth LLC | 982,928 | $47.8M | 8.0% | 0.7% | +11.0% |
| 19 | Private Advisor Group, LLC | 969,772 | $47.2M | 0.2% | 0.7% | -20.5% |
| 20 | TRUIST FINANCIAL CORP | 904,402 | $44.0M | 0.1% | 0.6% | +19.8% |
| 21 | Kestra Advisory Services, LLC | 725,028 | $35.3M | 0.1% | 0.5% | +4.1% |
| 22 | Janney Montgomery Scott LLC | 645,928 | $31.4M | 0.1% | 0.5% | -1.7% |
| 23 | TRUE Private Wealth Advisors | 627,429 | $30.5M | 2.6% | 0.4% | -15.0% |
| 24 | Baird Financial Group, Inc. | 581,274 | $28.3M | 0.0% | 0.4% | -2.1% |
| 25 | Southland Equity Partners LLC | 561,017 | $27.3M | 4.8% | 0.4% | +0.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.