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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

237 hedge funds and large institutions have $871M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
85
Reduced
60
Closed
13
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$153M
2
LPL Financial
2
LPL Financial
California
$86.4M
3
CA
3
Cetera Advisors
Colorado
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$15.1M
5
Wells Fargo
5
Wells Fargo
California
$44.9M

Top Sellers

1
SKK
1
Shepherd Kaplan Krochuk
Massachusetts
$0
2
HA
2
HFG Advisors
Ohio
$3.09M
3
UBS Group
3
UBS Group
Switzerland
$19.1M
4
HA
4
HC Advisors
Georgia
$10.5M
5
Bessemer Group
5
Bessemer Group
New Jersey
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$8K 202 – –
ME
227
McIlrath & Eck
Washington
$7K 200 – –
AWM
228
Accel Wealth Management
Iowa
$7K 190 +1 +0.5%
SAM
229
Strategic Asset Management
Minnesota
$7K 200 +200 New
TRCT
230
Tower Research Capital (TRC)
New York
$5K 134 – –
AF
231
Advisornet Financial
Minnesota
$4K 100 – –
JPMorgan Chase & Co
232
JPMorgan Chase & Co
New York
$4K 100 +100 New
ACK
233
Andrew C. Karlinski
$4K 104 +104 New
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$3K 70 +70 New
1IA
235
1834 Investment Advisors
Wisconsin
$2K 56 -950 -94%
WIM
236
Westside Investment Management
California
$18 500 +500 New
SKK
237
Shepherd Kaplan Krochuk
Massachusetts
– – -187,255 Closed
PA
238
PFG Advisors
Arizona
– – -8,676 Closed
TFA
239
Teamwork Financial Advisors
Texas
– – -6,314 Closed
RPCONE
240
Retirement Planning Company of New England
Rhode Island
– – -2,079 Closed
WWM
241
Wagner Wealth Management
South Carolina
– – -1,335 Closed
ACM
242
Antonetti Capital Management
Florida
– – -1,145 Closed
FPWM
243
FSB Premier Wealth Management
Iowa
– – -1,050 Closed
SFPG
244
Stonebridge Financial Planning Group
Florida
– – -1,000 Closed
CFCI
245
Comprehensive Financial Consultants Institutional
Indiana
– – -887 Closed
ODG
246
O'Dell Group
Ohio
– – -550 Closed
AIM
247
Anchor Investment Management
South Carolina
– – -532 Closed
AIM
248
AHL Investment Management
Florida
– – -450 Closed
CA
249
CoreCap Advisors
Michigan
– – -205 Closed
SWM
250
Selective Wealth Management
Virginia
$0 3 – –
7 8 9
10
11