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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

237 hedge funds and large institutions have $871M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
85
Reduced
60
Closed
13
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$153M
2
LPL Financial
2
LPL Financial
California
$86.4M
3
CA
3
Cetera Advisors
Colorado
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$15.1M
5
Wells Fargo
5
Wells Fargo
California
$44.9M

Top Sellers

1
SKK
1
Shepherd Kaplan Krochuk
Massachusetts
$0
2
HA
2
HFG Advisors
Ohio
$3.09M
3
UBS Group
3
UBS Group
Switzerland
$19.1M
4
HA
4
HC Advisors
Georgia
$10.5M
5
Bessemer Group
5
Bessemer Group
New Jersey
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$2.52M 67,199 +1,338 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.36M 63,043 -11,571 -16%
BFS
53
Bickling Financial Services
Massachusetts
$2.29M 61,176 +1,686 +3%
1WM
54
1900 Wealth Management
Texas
$2.24M 59,810 +29,234 +96%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$2.17M 57,876 -7,018 -11%
SOS
56
Silver Oak Securities
Tennessee
$2.14M 55,825 +55,825 New
Baird Financial Group
57
Baird Financial Group
Wisconsin
$2.06M 55,131 -1,291 -2%
QCIG
58
Quad-Cities Investment Group
Iowa
$2M 53,422 -862 -2%
KFP
59
KMG Fiduciary Partners
Ohio
$1.99M 53,033 -5,862 -10%
PWMG
60
Provence Wealth Management Group
California
$1.89M 50,548 +5,739 +13%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.85M 49,400 +26,100 +112%
OC
62
Oppenheimer & Co
New York
$1.75M 46,734 +17,489 +60%
BCM
63
Barometer Capital Management
Ontario, Canada
$1.68M 44,800 +44,800 New
MCCP
64
Mission Creek Capital Partners
California
$1.65M 44,113 +359 +0.8%
ECA
65
Elevated Capital Advisors
Utah
$1.62M 43,169 +43,169 New
SPC
66
Sigma Planning Corp
Michigan
$1.52M 40,550 +3,324 +9%
SPIA
67
Steward Partners Investment Advisory
New York
$1.52M 40,481 +5,201 +15%
Mariner
68
Mariner
Kansas
$1.5M 39,984 – –
AI
69
Atria Investments
North Carolina
$1.46M 39,105 +39,105 New
JWCA
70
J.W. Cole Advisors
Florida
$1.37M 36,615 +732 +2%
OIA
71
OneDigital Investment Advisors
Kansas
$1.33M 35,391 +8,158 +30%
NA
72
NewEdge Advisors
Louisiana
$1.27M 33,967 +8,486 +33%
KPWS
73
Kestra Private Wealth Services
Texas
$1.23M 32,815 -455 -1%
HT
74
HighTower Trust
Texas
$1.22M 32,679 – –
SIG
75
Sargent Investment Group
Maryland
$1.2M 32,152 +273 +0.9%
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