FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$127M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
LPL Financial
3
LPL Financial
California
$367M
4
Bank of America
4
Bank of America
North Carolina
$83.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$281M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$5.02M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.3M
4
RL
4
Retireful LLC
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MQWP
226
Morey & Quinn Wealth Partners
Nebraska
$538K 13,363 +13,363 New
RFG
227
REAP Financial Group
Texas
$533K 13,232 -329 -2%
HH
228
Hilltop Holdings
Texas
$524K 13,010 -161 -1%
IWM
229
Iams Wealth Management
Nebraska
$519K 12,887 -551 -4%
PPWM
230
Paragon Private Wealth Management
Kentucky
$517K 12,832 -81 -0.6%
FHA
231
Flagship Harbor Advisors
Massachusetts
$515K 12,799 +1,270 +11%
WFA
232
WMG Financial Advisors
Tennessee
$506K 12,563 – –
MWA
233
Merkkuri Wealth Advisors
New York
$488K 12,116 -2,385 -16%
MFIM
234
Mesirow Financial Investment Management
Illinois
$487K 12,091 – –
Bank of New York Mellon
235
Bank of New York Mellon
New York
$485K 12,043 +6,263 +108%
MIM
236
Moseley Investment Management
Florida
$482K 11,983 +535 +5%
EA
237
Ergawealth Advisors
Illinois
$480K 11,917 -9,561 -45%
Corient Private Wealth
238
Corient Private Wealth
Florida
$469K 11,643 -1,153 -9%
WCG
239
Weaver Consulting Group
California
$466K 11,580 – –
PIAS
240
PCA Investment Advisory Services
Ohio
$462K 11,470 -70 -0.6%
KWA
241
Kingswood Wealth Advisors
California
$458K 11,371 +11,371 New
RIA
242
Regal Investment Advisors
Michigan
$450K 11,173 -1,453 -12%
SFC
243
Strategic Financial Concepts
Texas
$450K 11,171 +5,882 +111%
SF
244
Synovus Financial
Georgia
$449K 11,139 +910 +9%
XF
245
XML Financial
Maryland
$446K 11,077 -1,947 -15%
CA
246
Continuum Advisory
Idaho
$446K 11,072 +585 +6%
MSFS
247
Main Street Financial Solutions
Pennsylvania
$446K 11,070 -128 -1%
FH
248
FWG Holdings
Florida
$441K 10,599 +3 +0%
CA
249
Calton & Associates
Florida
$439K 10,902 +5,335 +96%
MIM
250
MTM Investment Management
South Carolina
$423K 10,497 -921 -8%
8 9
10
11 12