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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$127M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
LPL Financial
3
LPL Financial
California
$367M
4
Bank of America
4
Bank of America
North Carolina
$83.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$281M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$5.02M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.3M
4
RL
4
Retireful LLC
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$19.4M 480,688 +2,447 +0.5%
HighTower Advisors
27
HighTower Advisors
Illinois
$17.5M 435,555 +4,183 +1%
DADC
28
D.A. Davidson & Co
Montana
$15.4M 383,307 +141,525 +59%
HA
29
HC Advisors
Georgia
$14.9M 369,217 -1,020 -0.3%
BHB
30
Bank Hapoalim BM
Israel
$14M 348,000 – –
KAS
31
Kestra Advisory Services
Texas
$13.8M 340,813 +83,564 +32%
HI
32
Harbour Investments
Wisconsin
$13.2M 327,921 +63,088 +24%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$11.1M 276,811 +181,922 +192%
PFS
34
Prospera Financial Services
Texas
$11.1M 274,693 +85,347 +45%
NLP
35
Next Level Private
New York
$9.87M 245,266 +13,176 +6%
SFWA
36
Summit Financial Wealth Advisors
Louisiana
$9.25M 222,503 +14,361 +7%
Mariner
37
Mariner
Kansas
$8.55M 212,316 +58,188 +38%
SPIA
38
Steward Partners Investment Advisory
New York
$8.3M 206,223 -23,143 -10%
MF
39
Manchester Financial
California
$8.26M 205,243 +35,208 +21%
IAA
40
Independent Advisor Alliance
North Carolina
$7.96M 197,601 +103,932 +111%
ML
41
McAdam LLC
Pennsylvania
$7.73M 191,975 +191,975 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$7.69M 190,900 +4,788 +3%
HPC
43
Hobart Private Capital
North Carolina
$7.65M 189,904 +26,819 +16%
First Trust Advisors
44
First Trust Advisors
Illinois
$7.32M 181,925 +8,052 +5%
P
45
&Partners
Tennessee
$7.18M 177,053 +65,581 +59%
EH
46
Equitable Holdings
New York
$7.12M 176,759 +11,225 +7%
KCFA
47
Key Client Fiduciary Advisors
New Jersey
$7.04M 174,835 -3,264 -2%
AF
48
Allworth Financial
California
$6.93M 169,691 -1,241 -0.7%
BWA
49
BlueChip Wealth Advisors
Georgia
$6.62M 164,543 +7,767 +5%
LS
50
Leelyn Smith
Illinois
$6.25M 155,219 -763 -0.5%
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