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 %
CS
351
Credit Suisse
Switzerland
– – -28,835 Closed
MCC
352
Money Concepts Capital
Florida
– – -25,835 Closed
LSA
353
Lion Street Advisors
Texas
– – -24,449 Closed
Vontobel Holding
354
Vontobel Holding
Switzerland
– – -15,974 Closed
IWM
355
Iams Wealth Management
Nebraska
– – -14,157 Closed
SS
356
Simplicity Solutions
Minnesota
– – -12,829 Closed
BFG
357
Bleakley Financial Group
New Jersey
– – -12,829 Closed
WAS
358
Wealth Advisory Solutions
Indiana
– – -9,283 Closed
MFA
359
Mayflower Financial Advisors
Massachusetts
– – -7,475 Closed
MA
360
MONECO Advisors
Connecticut
– – -6,995 Closed
BWM
361
BCS Wealth Management
Tennessee
– – -6,971 Closed
GWANC
362
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -6,838 Closed
IFS
363
Ifrah Financial Services
Arkansas
– – -6,678 Closed
SFC
364
Strategic Financial Concepts
Texas
– – -6,517 Closed
LNC
365
Lincoln National Corp
Pennsylvania
– – -6,462 Closed
FWP
366
Firethorn Wealth Partners
Georgia
– – -6,332 Closed
CWM
367
Concentrum Wealth Management
California
– – -6,205 Closed
LI
368
LVZ Inc
Michigan
– – -6,165 Closed
SIM
369
Sterling Investment Management
Arizona
– – -6,100 Closed
GVAG
370
Great Valley Advisor Group
Delaware
– – -5,892 Closed
CWA
371
Core Wealth Advisors
Florida
– – -4,533 Closed
FCA
372
Fortis Capital Advisors
Kansas
– – -1,000 Closed
OC
373
Oakworth Capital
Alabama
– – -880 Closed
DAC
374
Dividend Assets Capital
South Carolina
– – -700 Closed
BA
375
Bellwether Advisors
Nebraska
– – -535 Closed
12 13 14
15
16