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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

436 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.5M
2
PAG
Private Advisor Group
New Jersey
+$29.2M
3
Ameriprise
Ameriprise
Minnesota
+$24.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$17.2M
5
Morgan Stanley
Morgan Stanley
New York
+$15.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$47.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31M
3
OCM
One Capital Management
California
-$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$18.5M
5
FHC
First Heartland Consultants
Missouri
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
276
XML Financial
Maryland
$434K -$837 -20 -0.2%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$434K -$118K -2,827 -21%
SWP
278
Strategic Wealth Partners
Ohio
$433K +$433K +10,352 New
MGWA
279
Monument Group Wealth Advisors
Massachusetts
$433K – – –
Betterment LLC
280
Betterment LLC
New York
$428K +$188K +4,499 +79%
MFG
281
Merit Financial Group
Georgia
$426K +$194K +4,637 +84%
LSIA
282
LaSalle St. Investment Advisors
Illinois
$422K -$11.6K -278 -3%
SS
283
Sunbelt Securities
Texas
$420K -$41.3K -1,027 -9%
TSWM
284
Tyler-Stone Wealth Management
Ohio
$419K +$10K +240 +2%
TWM
285
Topsail Wealth Management
North Carolina
$418K -$11.7K -280 -3%
AC
286
AIFG Consultants
New York
$417K -$183K -4,369 -30%
FFN
287
Focus Financial Network
Minnesota
$417K -$385K -9,198 -48%
PPWM
288
Paragon Private Wealth Management
Kentucky
$416K – – –
GSIAS
289
Garden State Investment Advisory Services
New Jersey
$412K +$412K +9,843 New
AA
290
Ancora Advisors
Ohio
$388K +$10.5K +250 +3%
AWM
291
Avior Wealth Management
Nebraska
$382K +$87.9K +2,099 +30%
FH
292
Financial Harvest
Florida
$379K +$321K +7,676 +553%
OFS
293
Oldfather Financial Services
Nebraska
$362K – – –
CG
294
Clarus Group
Texas
$359K -$3.02K -72 -0.8%
PA
295
Promethium Advisors
Maryland
$357K +$357K +8,525 New
NCFG
296
New Century Financial Group
New Jersey
$356K +$356K +8,503 New
GWSG
297
GPS Wealth Strategies Group
Colorado
$354K +$3.77K +90 +1%
MWM
298
Mattern Wealth Management
Kansas
$354K -$29.7K -710 -8%
AssetMark Inc
299
AssetMark Inc
California
$353K +$180K +4,291 +104%
LJCM
300
Lee Johnson Capital Management
Texas
$343K +$343K +8,181 New
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