FDL

First Trust Morn Dvd Lead In

+$750.5M

Net Activity

Institutions Holding

502

Popularity Rank

#1098

Avg Weight

0.42%

Total Value

$4.5B

Ownership Trend

502 institutions currently hold FDL, with 271 net buyers and 181 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

181

Net Buying Institutions

271

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$724.1M
MS
Morgan Stanley
$454.3M
AF
Ameriprise Financial INC
$265.2M
RJ
Raymond James Financial INC
$254.7M
WF
Wells Fargo & Company/mn
$160.0M

Top 5 by Conviction

CF
Center for Wealth Management Advisory
10.40%
HA
HC Advisors, LLC
9.95%
DC
Del-Sette Capital Management, LLC
8.70%
RW
Rockport Wealth LLC
8.19%
SE
Southland Equity Partners LLC
5.52%
View all 502 holding institutions

Quarterly Activity

Recent Activity

+$2.7B

Total Buy Value

$1.9B

Total Sell Value

New buy70
Trim150
Add201
Sold out31

271

Net Buyers

181

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST MORN DVD LEAD IN (FDL)?
Major stakeholders currently include LPL Financial LLC ($724.1M), Morgan Stanley ($454.3M), Ameriprise Financial INC ($265.2M). Based on the latest 13F filings, there are a total of 502 tracked investment funds and institutions maintaining positions in FDL.
What is the overall institutional sentiment toward FDL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $750.5M, driven by 271 managers accumulating shares while 181 reduced their exposure.
Which institutions have been selling or reducing their FDL positions?
In the latest period, 150 funds trimmed their holdings, and 31 managers completely exited their positions. The aggregate reported sell value was $1.9B.
Are there any notable investors adding FDL to their portfolios?
Yes, buying activity remains notable. 70 institutions opened new positions in {ticker}, and 201 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.7B.

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