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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$7.46M
2
CA
2
Cetera Advisors
Colorado
$8.58M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.47M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.94M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$9.11M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.15M 185,475 +9,586 +5%
SKK
27
Shepherd Kaplan Krochuk
Massachusetts
$6.06M 182,504 +1,493 +0.8%
LS
28
Leelyn Smith
Illinois
$4.52M 136,085 +4,515 +3%
CAM
29
Cozad Asset Management
Illinois
$4.32M 130,250 +2,131 +2%
US Bancorp
30
US Bancorp
Minnesota
$4.1M 123,588 +4,769 +4%
PAG
31
Private Advisor Group
New Jersey
$4.07M 122,706 +11,664 +11%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$3.94M 118,843 +106,164 +837%
DADC
33
D.A. Davidson & Co
Montana
$3.82M 115,234 +4,258 +4%
KAS
34
Kestra Advisory Services
Texas
$3.53M 106,381 -10,323 -9%
FWM
35
ForthRight Wealth Management
Georgia
$3.4M 102,458 -784 -0.8%
ASN
36
Advisory Services Network
Georgia
$2.95M 88,972 +11,484 +15%
HI
37
Harbour Investments
Wisconsin
$2.9M 87,358 -8,017 -8%
AAS
38
Avantax Advisory Services
Texas
$2.88M 86,644 +1,927 +2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.8M 84,403 +23,372 +38%
SWP
40
Stratos Wealth Partners
Ohio
$2.79M 84,017 +15,405 +22%
HIS
41
Harvest Investment Services
Illinois
$2.72M 81,966 -683 -0.8%
Barclays
42
Barclays
United Kingdom
$2.63M 79,318 +67,420 +567%
TCWM
43
Total Clarity Wealth Management
Illinois
$2.54M 76,394 -5,900 -7%
KFP
44
KMG Fiduciary Partners
Ohio
$2.41M 72,526 -616 -0.8%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.39M 72,061 +3,074 +4%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.33M 70,126 +8,195 +13%
LA
47
LexAurum Advisors
Kansas
$2.22M 66,827 +18,133 +37%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.2M 66,401 -1,746 -3%
CAN
49
Cetera Advisor Networks
California
$1.96M 59,129 +9,696 +20%
BFS
50
Bickling Financial Services
Massachusetts
$1.93M 58,262 +940 +2%
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