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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

283 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
4.79%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
66
Increased
118
Reduced
51
Closed
17
Calls
$10K
Puts
$14K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$197M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
Wells Fargo
3
Wells Fargo
California
$81.6M
4
OCM
4
One Capital Management
California
$38.2M
5
LPL Financial
5
LPL Financial
California
$118M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$3.04M
2
SOS
2
Silver Oak Securities
Tennessee
$428K
3
SWP
3
Stratos Wealth Partners
Ohio
$1M
4
HT
4
HighTower Trust
Texas
$0
5
BCM
5
Barometer Capital Management
Ontario, Canada
$615K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$1.99M 56,461 +9,727 +21%
GIA
77
Gladstone Institutional Advisory
Florida
$1.96M 55,571 -18,347 -25%
QCIG
78
Quad-Cities Investment Group
Iowa
$1.88M 53,288 -134 -0.3%
Renaissance Technologies
79
Renaissance Technologies
New York
$1.84M 52,300 +2,900 +6%
GVAG
80
Great Valley Advisor Group
Delaware
$1.84M 52,187 +52,187 New
OIA
81
OneDigital Investment Advisors
Kansas
$1.8M 50,983 +15,592 +44%
MOS
82
MGO One Seven
Ohio
$1.79M 50,932 +50,932 New
SIG
83
Sargent Investment Group
Maryland
$1.73M 48,990 +16,838 +52%
SPIA
84
Steward Partners Investment Advisory
New York
$1.71M 48,462 +7,981 +20%
KFP
85
KMG Fiduciary Partners
Ohio
$1.69M 47,856 -5,177 -10%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.68M 47,671 +40,814 +595%
B
87
Bensler
Washington
$1.65M 46,806 +46,806 New
PWMG
88
Provence Wealth Management Group
California
$1.65M 46,773 -3,775 -7%
CS
89
Credit Suisse
Switzerland
$1.62M 46,048 +46,048 New
Goldman Sachs
90
Goldman Sachs
New York
$1.62M 45,980 +45,980 New
MCCP
91
Mission Creek Capital Partners
California
$1.58M 44,830 +717 +2%
Mariner
92
Mariner
Kansas
$1.48M 41,920 +1,936 +5%
CWM
93
Collaborative Wealth Management
Florida
$1.44M 40,965 +40,965 New
DC
94
Davenport & Co
Virginia
$1.44M 40,776 +16,511 +68%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$1.42M 40,222 +9,550 +31%
JWCA
96
J.W. Cole Advisors
Florida
$1.4M 39,784 +3,169 +9%
FHA
97
Flagship Harbor Advisors
Massachusetts
$1.37M 38,879 +33,400 +610%
MSAM
98
Moloney Securities Asset Management
Missouri
$1.24M 35,124 +17,401 +98%
KWM
99
Kingsview Wealth Management
Oregon
$1.23M 34,909 +34,909 New
CPFP
100
Clear Perspectives Financial Planning
Ohio
$1.19M 33,740 +33,740 New
2 3
4
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