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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$18K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$79.9M
2
BHB
2
Bank Hapoalim BM
Israel
$13.4M
3
LAS
3
Lloyd Advisory Services
Georgia
$10.6M
4
RL
4
Retireful LLC
Michigan
$5.56M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$42.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$255M
2
UBS Group
2
UBS Group
Switzerland
$0
3
Ameriprise
3
Ameriprise
Minnesota
$69.7M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$8.11M
5
Wells Fargo
5
Wells Fargo
California
$90M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$18.8M 489,761 -146,380 -23%
HighTower Advisors
27
HighTower Advisors
Illinois
$17.6M 457,739 +30 +0%
SEP
28
Southland Equity Partners
Missouri
$15.6M 406,498 +4,680 +1%
IGWM
29
ICA Group Wealth Management
Colorado
$15.1M 393,072 +6,067 +2%
BHB
30
Bank Hapoalim BM
Israel
$13.4M 348,000 +348,000 New
HA
31
HC Advisors
Georgia
$13.1M 341,439 +44,640 +15%
KAS
32
Kestra Advisory Services
Texas
$12.9M 335,231 -1,090 -0.3%
PFS
33
Prospera Financial Services
Texas
$12.8M 331,705 +11,286 +4%
HI
34
Harbour Investments
Wisconsin
$11M 285,889 +2,551 +0.9%
ECA
35
Elevated Capital Advisors
Utah
$10.9M 283,232 +12,410 +5%
LAS
36
Lloyd Advisory Services
Georgia
$10.6M 274,632 +274,632 New
AAS
37
Avantax Advisory Services
Texas
$10.5M 273,941 +12,798 +5%
SWAG
38
Spectrum Wealth Advisory Group
California
$10.2M 266,043 +4,743 +2%
SPIA
39
Steward Partners Investment Advisory
New York
$8.93M 232,036 -7,643 -3%
DADC
40
D.A. Davidson & Co
Montana
$8.43M 218,950 -423 -0.2%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$8.11M 210,694 -507,619 -71%
AWM
42
AE Wealth Management
Kansas
$7.19M 186,925 -142,164 -43%
AF
43
Allworth Financial
California
$7.18M 186,588 -3,392 -2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$7.08M 184,011 +2,535 +1%
KCFA
45
Key Client Fiduciary Advisors
New Jersey
$7.05M 183,262 +409 +0.2%
First Trust Advisors
46
First Trust Advisors
Illinois
$6.93M 180,018 -12,519 -7%
SL
47
Salomon & Ludwin
Virginia
$6.68M 173,691 -13,844 -7%
AA
48
Advisory Alpha
Michigan
$6.2M 161,021 +8,893 +6%
M1FG
49
Mach-1 Financial Group
Arkansas
$6.09M 158,161 +8,766 +6%
FAIM
50
Financial Advocates Investment Management
Washington
$6M 155,859 -52,168 -25%
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