Who owns FDL?
First Trust Morningstar Dividend Leaders Index Fund · First Trust
498 institutions reported holding FDL, worth $4.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $775.0M | 15,926,005 | +1,672,115 shares |
| Morgan Stanley | New York, NY | $432.8M | 8,894,688 | −48,562 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $276.5M | 5,636,574 | +416,527 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $247.4M | 5,083,870 | +71,016 shares |
| Wells Fargo & Company | San Francisco, CA | $157.8M | 3,243,922 | +94,342 shares |
| Bank of America Corp. | Charlotte, NC | $125.4M | 2,577,601 | +35,048 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $124.7M | 2,562,714 | +1,315,441 shares |
| Cetera Investment Advisers | Schaumburg, IL | $124.1M | 2,550,535 | +113,056 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $120.4M | 2,473,676 | −5,368 shares |
| UBS Group AG | Zurich, Switzerland | $120.1M | 2,468,862 | +80,787 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDL?
498 institutional managers reported holding FDL in Form 13F filings for June 30, 2026, worth $4.5B in total. The largest reported position was held by LPL Financial LLC, at $775.0M.
Did institutions buy or sell FDL last quarter?
Reported 13F value fell 0.2% from March 31, 2026, which includes price moves as well as buying and selling. 44 firms reported a new position and 36 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.