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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

436 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.5M
2
PAG
Private Advisor Group
New Jersey
+$29.2M
3
Ameriprise
Ameriprise
Minnesota
+$24.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$17.2M
5
Morgan Stanley
Morgan Stanley
New York
+$15.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$47.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31M
3
OCM
One Capital Management
California
-$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$18.5M
5
FHC
First Heartland Consultants
Missouri
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCFA
51
Key Client Fiduciary Advisors
New Jersey
$7.57M +$53.3K +1,274 +0.7%
VA
52
VestGen Advisors
Illinois
$7.53M +$1.45M +33,829 +24%
M1FG
53
Mach-1 Financial Group
Arkansas
$7.47M +$688K +16,429 +10%
AF
54
Allworth Financial
California
$7.26M +$4.73K +113 +0.1%
RA
55
RFG Advisory
Alabama
$6.79M +$6.45M +153,973 +1,875%
AWS
56
Atria Wealth Solutions
New York
$6.73M -$1.49M -35,648 -18%
CAM
57
Cozad Asset Management
Illinois
$6.65M +$39.1K +935 +0.6%
JWA
58
JFS Wealth Advisors
Pennsylvania
$6.47M +$273K +6,519 +4%
LS
59
Leelyn Smith
Illinois
$6.47M +$117K +2,786 +2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$6.33M +$943K +21,827 +17%
MML Investors Services
61
MML Investors Services
Massachusetts
$6.3M +$431K +10,285 +7%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$6.28M +$5.68M +135,550 +938%
WEG
63
World Equity Group
Illinois
$6.23M +$408K +9,733 +7%
EE
64
EWG Elevate
California
$6.18M +$6.18M +147,694 New
Goldman Sachs
65
Goldman Sachs
New York
$5.93M +$5.51M +131,681 +1,317%
AAP
66
Arax Advisory Partners
Colorado
$5.89M +$1.61M +38,437 +38%
JWCA
67
J.W. Cole Advisors
Florida
$5.71M +$1.53M +36,514 +37%
HIS
68
Harvest Investment Services
Illinois
$5.51M +$143K +3,415 +3%
FWA
69
FSM Wealth Advisors
Ohio
$5.36M +$5.36M +125,380 New
NA
70
NewEdge Advisors
Louisiana
$5.29M +$901K +21,522 +21%
AAS
71
Avantax Advisory Services
Texas
$5.25M -$2.26M -53,987 -30%
BAWM
72
Bennett Associates Wealth Management
Pennsylvania
$5.24M +$1.25M +29,777 +31%
IAIM
73
International Assets Investment Management
Florida
$5.23M +$201K +4,811 +4%
PCG
74
Prosperity Consulting Group
Maryland
$5.22M +$515K +12,301 +11%
HA
75
HFG Advisors
Ohio
$5.13M +$96.4K +2,302 +2%
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