FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$7.46M
2
CA
2
Cetera Advisors
Colorado
$8.58M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.47M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.94M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$9.11M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$925K 27,876 -17,458 -39%
HT
77
HighTower Trust
Texas
$922K 27,800 +13,724 +97%
AIC
78
Ameritas Investment Company
Nebraska
$914K 26,781 +10,909 +69%
WS
79
Wedbush Securities
California
$903K 27,219 +3,470 +15%
FWM
80
Frontier Wealth Management
Missouri
$892K 26,893 +39 +0.1%
IA
81
IFG Advisory
Georgia
$866K 26,120 -2,933 -10%
GWM
82
Geneos Wealth Management
Colorado
$859K 25,752 -1,500 -6%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$859K 25,890 -1,091 -4%
CAG
84
Csenge Advisory Group
Florida
$802K 24,024 +1,766 +8%
HFA
85
High Falls Advisors
New York
$766K 23,081 -1,366 -6%
1WM
86
1900 Wealth Management
Texas
$745K 22,461 +22,461 New
LW
87
Linscomb Wealth
Texas
$737K 22,226 -3,892 -15%
SS
88
Sunbelt Securities
Texas
$733K 22,109 +3 +0%
CF
89
Centaurus Financial
California
$727K 21,921 -306 -1%
CFGS
90
Concourse Financial Group Securities
Alabama
$725K 21,851 -4,097 -16%
IWP
91
Icon Wealth Partners
Texas
$723K 21,798 +4,498 +26%
WP
92
WealthPLAN Partners
Nebraska
$678K 19,971 +1 +0%
PFS
93
Prospera Financial Services
Texas
$665K 20,001 +2,837 +17%
CWM
94
Connecticut Wealth Management
Connecticut
$664K 20,000 +20,000 New
DC
95
Davenport & Co
Virginia
$648K 19,525 -1,225 -6%
DWM
96
Doyle Wealth Management
Florida
$634K 19,102 -1,822 -9%
SWM
97
Spire Wealth Management
Virginia
$620K 18,691 -685 -4%
SWM
98
SeaCrest Wealth Management
New York
$618K 18,614 +537 +3%
Citigroup
99
Citigroup
New York
$616K 18,577 -507 -3%
IAIM
100
International Assets Investment Management
Florida
$591K 17,826 -10,316 -37%
2 3
4
5 6