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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

283 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
4.79%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
66
Increased
118
Reduced
51
Closed
17
Calls
$10K
Puts
$14K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$197M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Wells Fargo
3
Wells Fargo
California
$81.6M
4
OCM
4
One Capital Management
California
$38.2M
5
LPL Financial
5
LPL Financial
California
$118M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$3.04M
2
SOS
2
Silver Oak Securities
Tennessee
$428K
3
SWP
3
Stratos Wealth Partners
Ohio
$1M
4
HT
4
HighTower Trust
Texas
$0
5
BCM
5
Barometer Capital Management
Ontario, Canada
$615K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$11.4M 322,852 +65,227 +25%
SMF
27
Sterling Manor Financial
New York
$11.2M 317,149 +317,149 New
Jane Street
28
Jane Street
New York
$10.3M 293,769 +293,769 New
HA
29
HC Advisors
Georgia
$9.99M 283,692 +4,027 +1%
BFG
30
Beacon Financial Group
Texas
$8.91M 237,443 +1,730 +0.7%
SWAG
31
Spectrum Wealth Advisory Group
California
$8.6M 244,066 +244,066 New
AF
32
Allworth Financial
California
$8.15M 231,317 -559 -0.2%
SFG
33
SNS Financial Group
Minnesota
$7.47M 212,130 -183 -0.1%
SL
34
Salomon & Ludwin
Virginia
$6.96M 197,671 -3,084 -2%
JWA
35
JFS Wealth Advisors
Pennsylvania
$6.86M 194,794 -933 -0.5%
BWM
36
Bulltick Wealth Management
Florida
$6.7M 190,330 +190,330 New
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$6.54M 183,106 +183,106 New
MML Investors Services
38
MML Investors Services
Massachusetts
$6.52M 185,237 +122,194 +194%
GWM
39
Geneos Wealth Management
Colorado
$6.44M 180,774 +153,308 +558%
KCFA
40
Key Client Fiduciary Advisors
New Jersey
$5.65M 160,318 +6,140 +4%
AAS
41
Avantax Advisory Services
Texas
$5.3M 150,381 +35,147 +31%
LS
42
Leelyn Smith
Illinois
$5.19M 147,430 +6,152 +4%
CAM
43
Cozad Asset Management
Illinois
$5.08M 144,361 +2,007 +1%
First Trust Advisors
44
First Trust Advisors
Illinois
$4.92M 139,645 +22,928 +20%
CAN
45
Cetera Advisor Networks
California
$4.91M 139,284 +54,785 +65%
PAG
46
Private Advisor Group
New Jersey
$4.85M 137,804 +18,322 +15%
DADC
47
D.A. Davidson & Co
Montana
$4.78M 135,680 -1,093 -0.8%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$4.72M 133,895 +76,019 +131%
AC
49
Avestar Capital
New York
$4.47M 127,023 +127,023 New
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$4.28M 121,438 +19,275 +19%
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