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 | 05/06/2026 | 14.25 M | $724.10 M | 14.87% | 9.76% |
| MORGAN STANLEY | 05/15/2026 | 8.94 M | $454.32 M | 3.14% | 6.12% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 5.22 M | $265.18 M | -12.54% | 3.57% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 5.01 M | $254.65 M | -3.55% | 3.43% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.15 M | $160.00 M | -2.49% | 2.16% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.54 M | $129.16 M | -1.86% | 1.74% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.48 M | $125.94 M | -2.77% | 1.70% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 2.44 M | $123.82 M | -1.72% | 1.67% |
| UBS GROUP AG | 05/05/2026 | 2.39 M | $121.31 M | 0.98% | 1.64% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.94 M | $98.76 M | 5.90% | 1.33% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 1.57 M | $79.77 M | -16.81% | 1.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.49 M | $75.66 M | -0.52% | 1.02% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.43 M | $71.81 M | 30.76% | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.42 M | $72.13 M | 7.01% | 0.97% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 1.25 M | $63.36 M | 3.34% | 0.85% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.24 M | $62.81 M | -29.28% | 0.85% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 1.22 M | $61.97 M | 2.91% | 0.84% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 1.15 M | $58.37 M | 282.36% | 0.79% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 914.79 K | $46.47 M | 3.36% | 0.63% |
| ROCKPORT WEALTH LLC | 05/05/2026 | 885.58 K | $44.97 M | -45.05% | 0.61% |
| JPMORGAN CHASE & CO | 05/13/2026 | 884.68 K | $44.75 M | 190.04% | 0.61% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 755.14 K | $38.36 M | 2.09% | 0.52% |
| TRUE PRIVATE WEALTH ADVISORS | 05/15/2026 | 738.22 K | $37.50 M | -0.35% | 0.51% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 696.64 K | $35.39 M | 46.15% | 0.48% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 657.28 K | $33.39 M | 0.37% | 0.45% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 593.78 K | $30.16 M | 36.64% | 0.41% |
| SOUTHLAND EQUITY PARTNERS LLC | 04/14/2026 | 557.53 K | $28.32 M | 10.03% | 0.38% |
| STEPHENS INC /AR/ | 04/28/2026 | 542.72 K | $27.57 M | -1.10% | 0.37% |
| BEACON FINANCIAL GROUP | 04/30/2026 | 471.99 K | $23.98 M | -3.92% | 0.32% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 445.08 K | $22.61 M | 29.37% | 0.30% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 441.55 K | $22.43 M | 10.73% | 0.30% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 437.70 K | $22.28 M | 19.45% | 0.30% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 432.37 K | $21.96 M | -0.17% | 0.30% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 424.96 K | $21.59 M | 258.18% | 0.29% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 417.12 K | $21.19 M | 62.32% | 0.29% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 394.64 K | $20.05 M | 471.41% | 0.27% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 363.83 K | $18.48 M | 37.91% | 0.25% |
| RFG ADVISORY, LLC | 04/20/2026 | 330.27 K | $16.78 M | 45.07% | 0.23% |
| INVESTORS RESEARCH CORP | 04/03/2026 | 321.23 K | $23.69 M | 134.48% | 0.22% |
| MANCHESTER FINANCIAL INC | 04/23/2026 | 315.65 K | $16.03 M | -10.54% | 0.22% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 314.15 K | $13.93 M | 35.34% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 302.26 K | $15.35 M | 72.74% | 0.21% |
| HC ADVISORS, LLC | 05/05/2026 | 292.70 K | $14.87 M | -2.79% | 0.20% |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | 05/04/2026 | 286.12 K | $14.54 M | 6.65% | 0.20% |
| 04/24/2026 | 284.41 K | $14.45 M | -0.21% | 0.19% | |
| GOLDSTONE FINANCIAL GROUP, LLC | 04/24/2026 | 274.09 K | $13.92 M | -9.68% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 270.49 K | $13.74 M | -3.54% | 0.19% |
| MARINER, LLC | 05/13/2026 | 260.49 K | $13.23 M | -1.46% | 0.18% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 05/26/2026 | 256.65 K | $13.04 M | 11.37% | 0.18% |
| REHMANN CAPITAL ADVISORY GROUP | 05/15/2026 | 254.42 K | $12.92 M | 17.69% | 0.17% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust Morningstar Dividend Leaders Index Fund institutional Ownership - FAQ's
During the previous two years, 622 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index Fund. The most heavily invested institutionals were:
LPL Financial LLC: 14.25 M
MORGAN STANLEY: 8.94 M
AMERIPRISE FINANCIAL INC: 5.22 M
RAYMOND JAMES FINANCIAL INC: 5.01 M
WELLS FARGO & COMPANY/MN: 3.15 M
BANK OF AMERICA CORP /DE/: 2.54 M
60.85% of First Trust Morningstar Dividend Leaders Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 100.54 M shares in the last 24 months. This purchase volume represents approximately $5.03 B in transactions.