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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 %
CAM
51
Cozad Asset Management
Illinois
$6.19M 153,664 +8,718 +6%
JWA
52
JFS Wealth Advisors
Pennsylvania
$6.16M 153,076 -1,754 -1%
HIS
53
Harvest Investment Services
Illinois
$6.04M 149,918 +651 +0.4%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$5.91M 146,707 +15,054 +11%
AAS
55
Avantax Advisory Services
Texas
$5.74M 142,692 +4,029 +3%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.59M 138,793 +4,943 +4%
FGA
57
Fortis Group Advisors
New Jersey
$5.53M 137,437 +10,377 +8%
WEG
58
World Equity Group
Illinois
$5.26M 130,601 +3,813 +3%
IAIM
59
International Assets Investment Management
Florida
$5.02M 124,627 -5,328,206 -98%
FHC
60
First Heartland Consultants
Missouri
$4.89M 121,434 +3,475 +3%
CIA
61
Concurrent Investment Advisors
Florida
$4.84M 120,278 +13,068 +12%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$4.82M 119,721 +71,875 +150%
HA
63
HFG Advisors
Ohio
$4.74M 117,803 -773 -0.7%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$4.73M 117,424 +7,111 +6%
ECA
65
Elevated Capital Advisors
Utah
$4.73M 117,403 -2,460 -2%
PSFG
66
Park Square Financial Group
Georgia
$4.57M 113,618 +113,618 New
WIA
67
Wetzel Investment Advisors
Indiana
$4.39M 108,324 -3,278 -3%
KPWS
68
Kestra Private Wealth Services
Texas
$4.29M 106,652 -1,063 -1%
PCG
69
Prosperity Consulting Group
Maryland
$4.13M 102,672 +15,653 +18%
GPW
70
Genesis Private Wealth
Virginia
$4.06M 100,818 +100,818 New
IRC
71
Investors Research Corp
Georgia
$3.98M 98,750 +9,644 +11%
SWP
72
Stratos Wealth Partners
Ohio
$3.95M 98,191 -591 -0.6%
AWS
73
Atria Wealth Solutions
New York
$3.93M 97,433 +15,888 +19%
NA
74
NewEdge Advisors
Louisiana
$3.92M 97,459 -14,332 -13%
BAWM
75
Bennett Associates Wealth Management
Pennsylvania
$3.85M 95,673 +4,601 +5%
1 2
3
4 5