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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

237 hedge funds and large institutions have $871M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
85
Reduced
60
Closed
13
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$153M
2
LPL Financial
2
LPL Financial
California
$86.4M
3
CA
3
Cetera Advisors
Colorado
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$15.1M
5
Wells Fargo
5
Wells Fargo
California
$44.9M

Top Sellers

1
SKK
1
Shepherd Kaplan Krochuk
Massachusetts
$0
2
HA
2
HFG Advisors
Ohio
$3.09M
3
UBS Group
3
UBS Group
Switzerland
$19.1M
4
HA
4
HC Advisors
Georgia
$10.5M
5
Bessemer Group
5
Bessemer Group
New Jersey
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.92M 211,518 +11,607 +6%
SL
27
Salomon & Ludwin
Virginia
$7.52M 200,755 -9,678 -5%
JWA
28
JFS Wealth Advisors
Pennsylvania
$7.33M 195,727 -14,876 -7%
FEM
29
Fulcrum Equity Management
Texas
$5.94M 158,515 +158,515 New
KAS
30
Kestra Advisory Services
Texas
$5.89M 157,273 +50,022 +47%
KCFA
31
Key Client Fiduciary Advisors
New Jersey
$5.77M 154,178 +23,326 +18%
CAM
32
Cozad Asset Management
Illinois
$5.33M 142,354 +13,094 +10%
LS
33
Leelyn Smith
Illinois
$5.29M 141,278 +5,286 +4%
DADC
34
D.A. Davidson & Co
Montana
$5.12M 136,773 +28,895 +27%
PAG
35
Private Advisor Group
New Jersey
$4.47M 119,482 +192 +0.2%
First Trust Advisors
36
First Trust Advisors
Illinois
$4.37M 116,717 +7,740 +7%
AAS
37
Avantax Advisory Services
Texas
$4.31M 115,234 +25,918 +29%
ASN
38
Advisory Services Network
Georgia
$4.16M 111,199 +1,786 +2%
US Bancorp
39
US Bancorp
Minnesota
$3.98M 106,179 -19,645 -16%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$3.83M 102,163 +102,163 New
HIS
41
Harvest Investment Services
Illinois
$3.78M 100,927 -1,367 -1%
IA
42
IFP Advisors
Florida
$3.67M 127,487 +122,871 +2,662%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.32M 88,757 +685 +0.8%
CAN
44
Cetera Advisor Networks
California
$3.16M 84,499 +13,940 +20%
HA
45
HFG Advisors
Ohio
$3.09M 82,506 -66,102 -44%
IRC
46
Investors Research Corp
Georgia
$2.96M 78,932 -236 -0.3%
TCWM
47
Total Clarity Wealth Management
Illinois
$2.84M 75,761 -10,067 -12%
GIA
48
Gladstone Institutional Advisory
Florida
$2.77M 73,918 +59,580 +416%
SWP
49
Stratos Wealth Partners
Ohio
$2.67M 71,350 -19,376 -21%
EH
50
Equitable Holdings
New York
$2.52M 67,319 +58,120 +632%
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