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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

283 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
4.79%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
66
Increased
118
Reduced
51
Closed
17
Calls
$10K
Puts
$14K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$197M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Wells Fargo
3
Wells Fargo
California
$81.6M
4
OCM
4
One Capital Management
California
$38.2M
5
LPL Financial
5
LPL Financial
California
$118M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$3.04M
2
SOS
2
Silver Oak Securities
Tennessee
$428K
3
SWP
3
Stratos Wealth Partners
Ohio
$1M
4
HT
4
HighTower Trust
Texas
$0
5
BCM
5
Barometer Capital Management
Ontario, Canada
$615K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$4.06M 115,207 +85,532 +288%
ASN
52
Advisory Services Network
Georgia
$4.02M 114,188 +2,989 +3%
AI
53
Atria Investments
North Carolina
$3.91M 110,909 +71,804 +184%
IWM
54
IHT Wealth Management
Illinois
$3.67M 104,288 +104,288 New
IA
55
IFP Advisors
Florida
$3.67M 127,487 – –
HIS
56
Harvest Investment Services
Illinois
$3.64M 103,358 +2,431 +2%
ES
57
Eagle Strategies
New York
$3.61M 102,444 +102,444 New
US Bancorp
58
US Bancorp
Minnesota
$3.41M 96,770 -9,409 -9%
PWM
59
Pacific Wealth Management
California
$3.26M 92,436 +92,436 New
HI
60
Harbour Investments
Wisconsin
$3.23M 91,812 +91,812 New
NA
61
NewEdge Advisors
Louisiana
$3.22M 91,275 +57,308 +169%
E
62
Ergoteles
New York
$3.2M 90,831 +90,831 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$3.19M 90,591 +35,460 +64%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$3.08M 87,326 -1,431 -2%
TC
65
TownSquare Capital
Utah
$3.05M 86,607 +86,607 New
FEM
66
Fulcrum Equity Management
Texas
$3.04M 86,161 -72,354 -46%
HA
67
HFG Advisors
Ohio
$2.9M 82,380 -126 -0.2%
IRC
68
Investors Research Corp
Georgia
$2.7M 76,670 -2,262 -3%
TCWM
69
Total Clarity Wealth Management
Illinois
$2.67M 75,761 – –
1WM
70
1900 Wealth Management
Texas
$2.66M 75,507 +15,697 +26%
SPC
71
Sigma Planning Corp
Michigan
$2.63M 74,788 +34,238 +84%
EH
72
Equitable Holdings
New York
$2.58M 73,171 +5,852 +9%
BFS
73
Bickling Financial Services
Massachusetts
$2.34M 66,327 +5,151 +8%
BRWA
74
B. Riley Wealth Advisors
Florida
$2.28M 64,599 -2,600 -4%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.16M 61,313 +29,488 +93%
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