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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 %
Truist Financial
26
Truist Financial
North Carolina
$26.1M 766,147 -190,983 -20%
SPIA
27
Steward Partners Investment Advisory
New York
$24.7M 726,425 +9,305 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$21.2M 622,743 +268,198 +76%
PAG
29
Private Advisor Group
New Jersey
$20.8M 603,050 +92,845 +18%
PFS
30
Prospera Financial Services
Texas
$16.7M 490,955 -45,505 -8%
BFG
31
Beacon Financial Group
Texas
$16.2M 463,747 +171,818 +59%
KAS
32
Kestra Advisory Services
Texas
$14.9M 439,243 -552,676 -56%
HighTower Advisors
33
HighTower Advisors
Illinois
$14.5M 425,885 +20,780 +5%
SEP
34
Southland Equity Partners
Missouri
$13.7M 403,530 +5,979 +2%
AC
35
AIFG Consultants
New York
$12.4M 363,732 -6,939 -2%
M1FG
36
Mach-1 Financial Group
Arkansas
$11.9M 349,493 +173,058 +98%
CM
37
Churchill Management
California
$11.7M 344,912 -25,655 -7%
IWC
38
Integrated Wealth Concepts
Massachusetts
$11.7M 342,680 -14,780 -4%
SMF
39
Sterling Manor Financial
New York
$10.2M 299,870 +126,471 +73%
HA
40
HC Advisors
Georgia
$10.2M 298,991 +1,421 +0.5%
AAS
41
Avantax Advisory Services
Texas
$10.1M 297,759 +24,643 +9%
HI
42
Harbour Investments
Wisconsin
$10M 295,171 +39,895 +16%
First Trust Advisors
43
First Trust Advisors
Illinois
$10M 294,680 -4,381 -1%
Mariner
44
Mariner
Kansas
$9.78M 287,630 +1,121 +0.4%
SPC
45
Sigma Planning Corp
Michigan
$9.29M 273,087 -376,085 -58%
TFA
46
Teamwork Financial Advisors
Texas
$9.16M 269,289 -47,450 -15%
SWAG
47
Spectrum Wealth Advisory Group
California
$8.68M 255,088 +50,176 +24%
MML Investors Services
48
MML Investors Services
Massachusetts
$8.43M 247,784 -64,145 -21%
IGWM
49
ICA Group Wealth Management
Colorado
$7.89M 231,904 +25,038 +12%
Jane Street
50
Jane Street
New York
$7.81M 229,728 +229,728 New
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