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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 %
BCA
276
Bay Colony Advisors
Massachusetts
$243K 7,132 +282 +4%
CCB
277
Cutter & Co Brokerage
Missouri
$240K 7,046 +521 +8%
ET
278
Equitable Trust
Tennessee
$238K 7,005 – –
SF
279
Synovus Financial
Georgia
$234K 6,887 +666 +11%
CA
280
Calton & Associates
Florida
$233K 6,852 -3,525 -34%
AO
281
Advisor OS
Illinois
$233K 6,838 +6,838 New
Fidelity Investments
282
Fidelity Investments
Massachusetts
$228K 6,718 -5,385 -44%
HAS
283
HBW Advisory Services
California
$228K 6,694 -16,716 -71%
IFWM
284
Institute for Wealth Management
Colorado
$227K 6,689 – –
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$225K 6,629 -2,032 -23%
AWM
286
Avior Wealth Management
Nebraska
$222K 6,524 +86 +1%
IWN
287
Independent Wealth Network
Iowa
$219K 6,441 -397 -6%
ACA
288
Aptus Capital Advisors
Alabama
$213K 6,271 -3,116 -33%
BFPW
289
BOK Financial Private Wealth
Colorado
$206K 6,055 – –
WANY
290
Wealthspire Advisors (New York)
New York
$204K 6,000 – –
Bessemer Group
291
Bessemer Group
New Jersey
$170K 5,000 – –
CTB
292
Country Trust Bank
Illinois
$156K 4,600 – –
CWA
293
Clearview Wealth Advisors
Oregon
$156K 4,596 -783 -15%
HCP
294
Hexagon Capital Partners
Arkansas
$156K 4,593 – –
EL
295
EMFO LLC
Florida
$138K 4,060 – –
BAM
296
Bellevue Asset Management
Washington
$136K 3,994 – –
S
297
SignatureFD
Georgia
$112K 3,297 – –
TSWM
298
Tyler-Stone Wealth Management
Ohio
$111K 3,262 +3,262 New
RCM
299
Raleigh Capital Management
North Carolina
$107K 3,161 -366 -10%
PB
300
Pinnacle Bancorp
Nebraska
$101K 2,980 +569 +24%
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