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Public ownership evidence

First Trust Morningstar Dividend Leaders Index Fund (FDL) Ownership Disclosures

Read FDL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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NWM ADVISORS, LLC2026-06-302026-08-2918,361$893,446None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2953,633$2,329,813None
Corient Private Wealth LP2026-06-302026-08-287,179$349,315None
CARLSON FINANCIAL, INC.2026-06-302026-08-254,215$205,147None
CARLSON FINANCIAL, INC.2026-03-312026-08-254,176$212,148None
Rehmann Capital Advisory Group2026-06-302026-08-21268,982$13,081,914None
Bullock Wealth Management Group2026-06-302026-08-20295$14,431None
Kingsview Wealth Management, LLC2026-06-302026-08-20422,375$20,552,764None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,748$717,629None
Beacon Pointe Advisors, LLC2026-06-302026-08-1914,625$711,642None
Copia Wealth Management2026-06-302026-08-19318$15,474None
Corient Private Wealth LP2026-06-302026-08-1811,031$536,740None
Asset Allocation Strategies LLC2026-06-302026-08-189,681$471,081None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,214$253,661None
Equitable Holdings, Inc.2026-06-302026-08-18339,897$16,539,395None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1840,853$1,988,000None
Sequent Planning LLC2026-06-302026-08-157,003$340,787None
Center for Wealth Management Advisory2026-06-302026-08-15289,599$14,091,891None
AMERIFLEX GROUP, INC.2026-06-302026-08-154,032$196,198None
Glen Eagle Advisors, LLC2026-06-302026-08-15325$15,815None
Modern Wealth Management, LLC2026-06-302026-08-1531,821$1,548,410None
Mutual Advisors, LLC2026-06-302026-08-157,455$362,782None
J HAGAN CAPITAL, INC.2026-06-302026-08-1518,699$909,905None
Perennial Investment Advisors, LLC2026-06-302026-08-1512,779$621,833None
ROI Financial Advisors, LLC2026-06-302026-08-1572,824$3,543,616None
KINTRA WEALTH, LLC2026-06-302026-08-155,457$288,196None
Ameritas Advisory Services, LLC2026-06-302026-08-1582,714$4,024,858None
NFSG Corp2026-06-302026-08-15120$5,839None
FWG Holdings, LLC2026-06-302026-08-1510,346$532,517None
XTX Topco Ltd2026-06-302026-08-1517,156$834,811None
Western Wealth Management, LLC2026-06-302026-08-1534,388$1,673,332None
Foundations Investment Advisors, LLC2026-06-302026-08-1555,960$2,722,992None
Qube Research & Technologies Ltd2026-06-302026-08-15128,242$6,240,256None
IFG Advisory, LLC2026-06-302026-08-1555,193$2,685,676None
Financial Advisors Network, Inc.2026-06-302026-08-156,060$294,880None
OSAIC HOLDINGS, INC.2026-06-302026-08-1551,904$2,525,647None
OSAIC HOLDINGS, INC.2026-06-302026-08-1588,998$4,330,625None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,318$550,750None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,580,606$76,918,550None
Betterment LLC2026-06-302026-08-1520,397$993,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1544,073$2,144,616None
Regal Investment Advisors LLC2026-06-302026-08-1511,603$564,602None
FLOW TRADERS U.S. LLC2026-06-302026-08-1520,327$989,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,137$639,246None
Ancora Advisors LLC2026-06-302026-08-158,195$398,769None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,183$57,905None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1556,522$2,750,343None
Xcelsior Advisor Partners LLC2026-06-302026-08-1512,332$600,077None
Quantum Portfolio Management LLC2026-06-302026-08-15273$13,284None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15573$27,882None

90-day public filing window, up to 50 source positions.

NWM ADVISORS, LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Rehmann Capital Advisory Group ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.