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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$48.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$21.2M
3
Jane Street
3
Jane Street
New York
$7.81M
4
BFG
4
Beacon Financial Group
Texas
$16.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$271M
3
Wells Fargo
3
Wells Fargo
California
$124M
4
KAS
4
Kestra Advisory Services
Texas
$14.9M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$4.4M 129,357 -9,530 -7%
NLP
77
Next Level Private
New York
$4.4M 129,542 -3,419 -3%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$4.27M 125,646 -51,154 -29%
TC
79
TownSquare Capital
Utah
$4.2M 123,400 +311 +0.3%
HA
80
HFG Advisors
Ohio
$4.18M 122,834 -1,249 -1%
ASN
81
Advisory Services Network
Georgia
$4.07M 119,708 -20,152 -14%
VF
82
Virtu Financial
New York
$4.03M 118,574 -48,974 -29%
MF
83
Manchester Financial
California
$3.86M 113,555 -53,080 -32%
PWM
84
Pacific Wealth Management
California
$3.8M 111,801 -1,794 -2%
ECA
85
Elevated Capital Advisors
Utah
$3.71M 109,010 +63,179 +138%
HIS
86
Harvest Investment Services
Illinois
$3.66M 107,475 +5,802 +6%
SHFP
87
Second Half Financial Partners
Florida
$3.63M 106,661 +106,661 New
AI
88
Atria Investments
North Carolina
$3.59M 105,676 -95,798 -48%
OC
89
Oppenheimer & Co
New York
$3.41M 100,248 -868 -0.9%
IAIM
90
International Assets Investment Management
Florida
$3.41M 100,204 +15,725 +19%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$3.37M 98,961 -98,055 -50%
TCWM
92
Total Clarity Wealth Management
Illinois
$3.22M 94,667 -1,020 -1%
CAM
93
Concorde Asset Management
Michigan
$3.22M 94,624 -76,398 -45%
CFD
94
Creative Financial Designs
Indiana
$3.2M 94,054 +4,815 +5%
Citigroup
95
Citigroup
New York
$3.14M 92,311 +1,312 +1%
JWCA
96
J.W. Cole Advisors
Florida
$3.09M 90,863 -6,885 -7%
NFG
97
Nations Financial Group
Iowa
$3.03M 89,131 +4,287 +5%
DC
98
Davenport & Co
Virginia
$3M 88,071 -22,065 -20%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$2.91M 85,629 -37,299 -30%
B
100
Bensler
Washington
$2.82M 82,936 +249 +0.3%
2 3
4
5 6