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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$48.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$21.2M
3
Jane Street
3
Jane Street
New York
$7.81M
4
BFG
4
Beacon Financial Group
Texas
$16.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$271M
3
Wells Fargo
3
Wells Fargo
California
$124M
4
KAS
4
Kestra Advisory Services
Texas
$14.9M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$7.7M 226,319 +10,891 +5%
AWS
52
Atria Wealth Solutions
New York
$7.5M 220,552 -64,096 -23%
NA
53
NewEdge Advisors
Louisiana
$6.95M 204,468 -181,845 -47%
FAIM
54
Financial Advocates Investment Management
Washington
$6.52M 191,739 -18,418 -9%
CAM
55
Cozad Asset Management
Illinois
$6.52M 191,623 -5,391 -3%
SL
56
Salomon & Ludwin
Virginia
$6.47M 190,363 -4,927 -3%
KCFA
57
Key Client Fiduciary Advisors
New Jersey
$6.42M 188,765 -4,756 -2%
EA
58
Ergawealth Advisors
Illinois
$6.39M 187,868 +14,124 +8%
BWM
59
Bulltick Wealth Management
Florida
$6.37M 187,410 -825 -0.4%
DADC
60
D.A. Davidson & Co
Montana
$6.05M 177,811 -41,661 -19%
PWA
61
PCG Wealth Advisors
Kansas
$6M 176,421 +12,217 +7%
KPWS
62
Kestra Private Wealth Services
Texas
$5.89M 173,119 -117,891 -41%
JWA
63
JFS Wealth Advisors
Pennsylvania
$5.66M 166,459 -17,405 -9%
HF
64
HRT Financial
New York
$5.65M 166,017 +166,017 New
LS
65
Leelyn Smith
Illinois
$5.57M 163,779 -5,218 -3%
AOG
66
Alpha Omega Group
Virginia
$5.5M 161,774 +5,210 +3%
GWM
67
GDS Wealth Management
Texas
$5.14M 151,199 -21,649 -13%
SFG
68
SNS Financial Group
Minnesota
$4.97M 146,045 -80,515 -36%
AA
69
Advisory Alpha
Michigan
$4.82M 141,672 +141,672 New
MWM
70
Mattern Wealth Management
Kansas
$4.77M 140,231 +16,403 +13%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.73M 139,039 +1,102 +0.8%
EH
72
Equitable Holdings
New York
$4.69M 137,989 -103,752 -43%
CA
73
Crumly & Associates
Illinois
$4.55M 133,846 +56,607 +73%
WEG
74
World Equity Group
Illinois
$4.41M 129,795 +24,894 +24%
BCI
75
Brinker Capital Investments
Pennsylvania
$4.4M 129,357 -9,530 -7%
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