FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$48.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$21.2M
3
Jane Street
3
Jane Street
New York
$7.81M
4
BFG
4
Beacon Financial Group
Texas
$16.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$271M
3
Wells Fargo
3
Wells Fargo
California
$124M
4
KAS
4
Kestra Advisory Services
Texas
$14.9M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RG
226
Retirement Group
California
$382K 11,225 +2,225 +25%
AWM
227
Accurate Wealth Management
Florida
$375K 10,929 +10,929 New
William Blair & Company
228
William Blair & Company
Illinois
$375K 11,022 – –
FFA
229
Farther Finance Advisors
California
$374K 11,000 -6,500 -37%
FH
230
FWG Holdings
Florida
$374K 10,585 +3 +0%
WP
231
WealthSource Partners
California
$366K 10,774 -3,235 -23%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$363K 10,398 +10,398 New
PA
233
PSI Advisors
Florida
$360K 10,593 -124,204 -92%
RFC
234
Regions Financial Corp
Alabama
$357K 10,502 +10,502 New
AFP
235
Ausdal Financial Partners
Iowa
$347K 10,191 -13,914 -58%
IF
236
Integrity Financial
Wyoming
$346K 10,160 – –
HFA
237
High Falls Advisors
New York
$345K 10,138 -3,085 -23%
WP
238
Wealthspan Partners
Iowa
$342K 10,064 +3,632 +56%
PWP
239
Pursue Wealth Partners
California
$340K 10,000 – –
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$332K 9,775 -4,656 -32%
OAM
241
Oppenheimer Asset Management
New York
$325K 9,560 -2,065 -18%
FFS
242
Founders Financial Securities
Maryland
$324K 9,524 -28,572 -75%
SPI
243
Santori & Peters Inc
Pennsylvania
$323K 9,504 +435 +5%
CAL
244
Capital Analysts LLC
Pennsylvania
$321K 9,446 +283 +3%
SFG
245
StrategIQ Financial Group
Indiana
$319K 9,390 +395 +4%
AA
246
Ancora Advisors
Ohio
$314K 9,222 -1,061 -10%
RA
247
RFG Advisory
Alabama
$311K 9,151 -131,164 -93%
CFCI
248
Comprehensive Financial Consultants Institutional
Indiana
$309K 9,096 -248 -3%
GWSG
249
GPS Wealth Strategies Group
Colorado
$308K 9,071 -828 -8%
NW
250
Naviter Wealth
Arkansas
$308K 9,043 +9,043 New
8 9
10
11 12