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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

237 hedge funds and large institutions have $871M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
85
Reduced
60
Closed
13
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$153M
2
LPL Financial
2
LPL Financial
California
$86.4M
3
CA
3
Cetera Advisors
Colorado
$27.1M
4
AWM
4
AE Wealth Management
Kansas
$15.1M
5
Wells Fargo
5
Wells Fargo
California
$44.9M

Top Sellers

1
SKK
1
Shepherd Kaplan Krochuk
Massachusetts
$0
2
HA
2
HFG Advisors
Ohio
$3.09M
3
UBS Group
3
UBS Group
Switzerland
$19.1M
4
HA
4
HC Advisors
Georgia
$10.5M
5
Bessemer Group
5
Bessemer Group
New Jersey
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.19M 31,825 +920 +3%
AAS
77
Ameritas Advisory Services
Nebraska
$1.17M 31,276 +1,679 +6%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$1.15M 30,672 +5,033 +20%
AWA
79
Arkadios Wealth Advisors
Georgia
$1.15M 30,622 +3,685 +14%
AWS
80
Atria Wealth Solutions
New York
$1.11M 29,675 +29,675 New
WEG
81
World Equity Group
Illinois
$1.1M 29,302 +29,302 New
WS
82
Wedbush Securities
California
$1.09M 29,001 +962 +3%
RJT
83
Raymond James Trust
Florida
$1.08M 28,942 – –
SCA
84
Snowden Capital Advisors
New York
$1.07M 28,467 +1,043 +4%
RT
85
Rockland Trust
Massachusetts
$1.04M 27,882 -8,485 -23%
CIAS
86
Capital Investment Advisory Services
North Carolina
$1.04M 27,663 -1,300 -4%
GWM
87
Geneos Wealth Management
Colorado
$1.03M 27,466 +1,714 +7%
CAG
88
Csenge Advisory Group
Florida
$986K 26,337 +2,313 +10%
FTUS
89
Flow Traders U.S.
New York
$968K 25,855 +25,855 New
CRI
90
Colonial River Investments
Virginia
$965K 25,780 -24,491 -49%
FWM
91
Frontier Wealth Management
Missouri
$962K 25,134 +70 +0.3%
IA
92
IFG Advisory
Georgia
$957K 25,583 +152 +0.6%
NL
93
NWAM LLC
Washington
$928K 24,787 +24,787 New
Creative Planning
94
Creative Planning
Kansas
$918K 24,523 -17,577 -42%
VF
95
Virtu Financial
New York
$912K 24,363 +24,363 New
DC
96
Davenport & Co
Virginia
$908K 24,265 – –
IWP
97
Icon Wealth Partners
Texas
$898K 23,976 +34 +0.1%
WWM
98
Western Wealth Management
Colorado
$818K 21,834 +10,704 +96%
PFS
99
Prospera Financial Services
Texas
$811K 21,669 +541 +3%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$774K 20,679 -1,573 -7%
2 3
4
5 6