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 | 02/11/2026 | 12.41 M | $550.18 M | 1.66% | 9.38% |
| MORGAN STANLEY | 02/13/2026 | 8.67 M | $384.46 M | 9.86% | 6.65% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 5.97 M | $264.73 M | 49.28% | 4.59% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.20 M | $230.46 M | 15.21% | 4.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.23 M | $143.21 M | 2.32% | 2.48% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.59 M | $114.88 M | 6.21% | 1.99% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.55 M | $113.05 M | 2.12% | 1.95% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.48 M | $109.97 M | 7.13% | 1.90% |
| UBS GROUP AG | 01/29/2026 | 2.37 M | $104.86 M | 1.95% | 1.81% |
| CSENGE ADVISORY GROUP | 02/06/2026 | 1.89 M | $83.70 M | 5.91% | 1.50% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.84 M | $81.40 M | 1.63% | 1.39% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 1.75 M | $77.52 M | -4.10% | 1.34% |
| ROCKPORT WEALTH LLC | 02/06/2026 | 1.61 M | $71.46 M | -0.73% | 1.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.50 M | $66.39 M | -3.44% | 1.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.33 M | $58.83 M | -0.53% | 1.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 1.21 M | $53.51 M | 13.30% | 0.96% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 1.19 M | $52.56 M | -5.59% | 0.91% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.09 M | $48.35 M | 22.15% | 0.84% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 885.07 K | $39.24 M | -5.03% | 0.68% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 739.69 K | $32.80 M | 8.72% | 0.59% |
| TRUE PRIVATE WEALTH ADVISORS | 02/13/2026 | 740.80 K | $32.85 M | -1.41% | 0.57% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 654.87 K | $29.04 M | 2.15% | 0.49% |
| STEPHENS INC /AR/ | 02/05/2026 | 548.77 K | $24.33 M | 5.26% | 0.44% |
| SOUTHLAND EQUITY PARTNERS LLC | 01/14/2026 | 506.71 K | $22.47 M | -0.42% | 0.40% |
| BEACON FINANCIAL GROUP | 04/01/2026 | 491.24 K | $21.78 M | -0.65% | 0.38% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 476.68 K | $21.14 M | 11.60% | 0.37% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 433.10 K | $19.20 M | -4.08% | 0.34% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 434.55 K | $19.27 M | -0.52% | 0.33% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 398.76 K | $17.68 M | -18.50% | 0.32% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 366.42 K | $16.26 M | 40.39% | 0.28% |
| MANCHESTER FINANCIAL INC | 02/12/2026 | 352.83 K | $15.64 M | 16.77% | 0.27% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 344.05 K | $15.26 M | -3.60% | 0.26% |
| HOBART PRIVATE CAPITAL, LLC | 01/27/2026 | 306.70 K | $13.60 M | 10.41% | 0.24% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 322.52 K | $14.31 M | 29.62% | 0.24% |
| JPMORGAN CHASE & CO | 02/11/2026 | 305.02 K | $13.52 M | 18.48% | 0.24% |
| GOLDSTONE FINANCIAL GROUP, LLC | 02/13/2026 | 303.45 K | $13.46 M | 6.51% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 300.51 K | $13.32 M | 200.51% | 0.23% |
| HC ADVISORS, LLC | 02/11/2026 | 301.11 K | $13.35 M | 0.94% | 0.23% |
| 04/10/2026 | 285.01 K | $12.64 M | 100.00% | 0.22% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 280.41 K | $12.43 M | 42.28% | 0.21% |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | 02/02/2026 | 268.29 K | $11.90 M | 47.84% | 0.21% |
| MARINER, LLC | 02/13/2026 | 264.34 K | $11.72 M | 7.69% | 0.20% |
| NEXT LEVEL PRIVATE LLC | 01/07/2026 | 251.99 K | $11.17 M | 0.35% | 0.20% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 263.83 K | $11.70 M | 416.40% | 0.20% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 256.97 K | $11.39 M | -54.91% | 0.20% |
| MCADAM, LLC | 02/13/2026 | 249.17 K | $11.05 M | 5.53% | 0.19% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 01/27/2026 | 230.44 K | $10.22 M | 0.43% | 0.18% |
| 02/13/2026 | 237.31 K | $10.52 M | 100.00% | 0.18% | |
| RFG ADVISORY, LLC | 02/03/2026 | 227.67 K | $10.09 M | 6.44% | 0.18% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 232.11 K | $10.29 M | 7.85% | 0.18% |
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First Trust Morningstar Dividend Leaders Index Fund institutional Ownership - FAQ's
During the previous two years, 626 institutional investors and hedge funds held shares of First Trust Morningstar Dividend Leaders Index Fund. The most heavily invested institutionals were:
UBS Group AG: 2.39 M
Csenge Advisory Group: 1.57 M
ENVESTNET ASSET MANAGEMENT INC: 1.42 M
Cambridge Investment Research Advisors, Inc.: 1.25 M
Private Advisor Group, LLC: 1.22 M
COMMONWEALTH EQUITY SERVICES, LLC: 914,785
64.21% of First Trust Morningstar Dividend Leaders Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 99.12 M shares in the last 24 months. This purchase volume represents approximately $4.96 B in transactions.