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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$68.4M
2
LPL Financial
2
LPL Financial
California
$355M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$13.9M
4
Wells Fargo
4
Wells Fargo
California
$104M
5
RL
5
Retireful LLC
Michigan
$4.87M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$65.9M
2
SWAG
2
Spectrum Wealth Advisory Group
California
$2.51M
3
SFC
3
Strategic Financial Concepts
Texas
$222K
4
FHC
4
First Heartland Consultants
Missouri
$4.95M
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$20.1M 478,241 +47,855 +11%
PAG
27
Private Advisor Group
New Jersey
$19.8M 472,857 +51,784 +12%
HighTower Advisors
28
HighTower Advisors
Illinois
$18.1M 431,372 -6,029 -1%
HA
29
HC Advisors
Georgia
$15.5M 370,237 +28,168 +8%
BHB
30
Bank Hapoalim BM
Israel
$14.6M 348,000 – –
Two Sigma Investments
31
Two Sigma Investments
New York
$13.9M 332,200 +332,200 New
HI
32
Harbour Investments
Wisconsin
$11.1M 264,833 -6,128 -2%
KAS
33
Kestra Advisory Services
Texas
$10.8M 257,249 -87,007 -25%
DADC
34
D.A. Davidson & Co
Montana
$10.1M 241,782 +20,217 +9%
NLP
35
Next Level Private
New York
$9.74M 232,090 +6,811 +3%
SPIA
36
Steward Partners Investment Advisory
New York
$9.62M 229,366 -3,062 -1%
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$8.73M 208,142 +3,934 +2%
PFS
38
Prospera Financial Services
Texas
$7.95M 189,346 -3,189 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$7.81M 186,112 +14,265 +8%
KCFA
40
Key Client Fiduciary Advisors
New Jersey
$7.47M 178,099 -3,467 -2%
First Trust Advisors
41
First Trust Advisors
Illinois
$7.29M 173,873 -8,919 -5%
AF
42
Allworth Financial
California
$7.17M 170,932 -15,063 -8%
MF
43
Manchester Financial
California
$7.13M 170,035 +4,173 +3%
EH
44
Equitable Holdings
New York
$6.94M 165,534 +56,920 +52%
HPC
45
Hobart Private Capital
North Carolina
$6.84M 163,085 +13,645 +9%
BWA
46
BlueChip Wealth Advisors
Georgia
$6.58M 156,776 -494 -0.3%
LS
47
Leelyn Smith
Illinois
$6.54M 155,982 +2,319 +2%
JWA
48
JFS Wealth Advisors
Pennsylvania
$6.5M 154,830 -432 -0.3%
Mariner
49
Mariner
Kansas
$6.47M 154,128 +61,494 +66%
HIS
50
Harvest Investment Services
Illinois
$6.26M 149,267 +5,542 +4%
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