First Trust Morningstar Dividend Leaders Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 15.93 M | $774.96 M | 11.73% | 11.25% |
| MORGAN STANLEY | 08/13/2026 | 8.89 M | $432.82 M | -0.54% | 6.28% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 5.64 M | $276.51 M | 7.98% | 3.98% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 5.08 M | $247.38 M | 1.42% | 3.59% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.24 M | $157.85 M | 3.00% | 2.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.58 M | $125.43 M | 1.38% | 1.82% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 2.55 M | $124.11 M | 4.64% | 1.80% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.47 M | $120.37 M | -0.22% | 1.75% |
| UBS GROUP AG | 08/13/2026 | 2.47 M | $120.13 M | 3.38% | 1.74% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 2.26 M | $109.77 M | 16.03% | 1.59% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.73 M | $84.33 M | 16.35% | 1.22% |
| CSENGE ADVISORY GROUP | 08/10/2026 | 1.73 M | $84.10 M | 10.06% | 1.22% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.71 M | $84.98 M | 20.15% | 1.21% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.52 M | $74.17 M | 7.35% | 1.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 1.28 M | $62.35 M | 2.73% | 0.91% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 1.21 M | $59.05 M | -1.84% | 0.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 997.44 K | $48.54 M | 9.04% | 0.70% |
| ROCKPORT WEALTH LLC | 07/27/2026 | 982.93 K | $47.83 M | 10.99% | 0.69% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 969.77 K | $47.19 M | -20.51% | 0.69% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 904.40 K | $44.01 M | 19.77% | 0.64% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 725.03 K | $35.28 M | 4.07% | 0.51% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 645.93 K | $31.43 M | -1.73% | 0.46% |
| TRUE PRIVATE WEALTH ADVISORS | 07/23/2026 | 627.43 K | $30.53 M | -15.01% | 0.44% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 581.27 K | $28.28 M | -2.11% | 0.41% |
| SOUTHLAND EQUITY PARTNERS LLC | 07/13/2026 | 561.02 K | $27.30 M | 0.63% | 0.40% |
| STEPHENS INC /AR/ | 07/29/2026 | 553.06 K | $26.91 M | 1.90% | 0.39% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 543.35 K | $26.44 M | -52.71% | 0.38% |
| BEACON FINANCIAL GROUP | 07/16/2026 | 477.70 K | $23.25 M | 1.21% | 0.34% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 471.99 K | $22.97 M | 7.84% | 0.33% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 464.19 K | $22.59 M | 5.13% | 0.33% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 456.19 K | $22.20 M | 2.50% | 0.32% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 430.33 K | $20.94 M | 3.17% | 0.30% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 422.38 K | $20.55 M | 7.03% | 0.30% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 385.54 K | $18.76 M | -10.83% | 0.27% |
| RFG ADVISORY, LLC | 07/15/2026 | 384.98 K | $18.73 M | 16.56% | 0.27% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 364.03 K | $17.71 M | 0.05% | 0.26% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 339.90 K | $16.54 M | 8.20% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 314.31 K | $15.29 M | 3.99% | 0.22% |
| HC ADVISORS, LLC | 08/07/2026 | 301.52 K | $14.67 M | 3.01% | 0.21% |
| MANCHESTER FINANCIAL INC | 07/17/2026 | 295.70 K | $14.39 M | -6.32% | 0.21% |
| CENTER FOR WEALTH MANAGEMENT ADVISORY | 08/14/2026 | 289.60 K | $14.09 M | 1.82% | 0.20% |
| MCADAM, LLC | 08/04/2026 | 281.48 K | $13.70 M | 11.34% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 271.32 K | $13.20 M | 0.31% | 0.19% |
| REHMANN CAPITAL ADVISORY GROUP | 08/20/2026 | 268.98 K | $13.08 M | 5.72% | 0.19% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 07/15/2026 | 263.65 K | $12.83 M | 2.73% | 0.19% |
| HOBART PRIVATE CAPITAL, LLC | 07/06/2026 | 261.66 K | $12.73 M | 3.35% | 0.18% |
| NEXT LEVEL PRIVATE LLC | 07/09/2026 | 251.17 K | $12.22 M | -0.26% | 0.18% |
| JPMORGAN CHASE & CO | 08/12/2026 | 249.54 K | $12.32 M | -71.79% | 0.18% |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | 07/30/2026 | 245.47 K | $11.94 M | -14.21% | 0.17% |
| KEELER THOMAS MANAGEMENT LLC | 07/30/2026 | 244.57 K | $11.90 M | 3.68% | 0.17% |
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First Trust Morningstar Dividend Leaders Index Fund institutional Ownership - FAQ's
During the previous two years, 661 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index Fund. The most heavily invested institutionals were:
LPL Financial LLC: 15.93 M
MORGAN STANLEY: 8.89 M
AMERIPRISE FINANCIAL INC: 5.64 M
RAYMOND JAMES FINANCIAL INC: 5.08 M
WELLS FARGO & COMPANY/MN: 3.24 M
BANK OF AMERICA CORP /DE/: 2.58 M
64.21% of First Trust Morningstar Dividend Leaders Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 103.80 M shares in the last 24 months. This purchase volume represents approximately $5.19 B in transactions.