FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$30K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$67.3M
2
Ameriprise
2
Ameriprise
Minnesota
$88.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$73.6M
4
NLP
4
Next Level Private
New York
$8.54M
5
GS
5
GTS Securities
New York
$4.12M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$49.2M
2
LPL Financial
2
LPL Financial
California
$299M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$66.7M
4
LAS
4
Lloyd Advisory Services
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$3.29M 86,644 +11,607 +15%
OPS
77
Orion Portfolio Solutions
Nebraska
$3.2M 84,437 -5,978 -7%
BCI
78
Brinker Capital Investments
Pennsylvania
$3.2M 84,437 -5,978 -7%
PWA
79
PCG Wealth Advisors
Kansas
$3.14M 82,912 -18,439 -18%
IRC
80
Investors Research Corp
Georgia
$3.04M 80,065 +5,933 +8%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$3.01M 79,291 +207 +0.3%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$2.94M 77,407 +1,468 +2%
TCWM
83
Total Clarity Wealth Management
Illinois
$2.83M 74,742 -387 -0.5%
Citigroup
84
Citigroup
New York
$2.76M 72,891 -529 -0.7%
TFA
85
Teamwork Financial Advisors
Texas
$2.76M 72,795 -4,289 -6%
FIA
86
Foundations Investment Advisors
Arizona
$2.75M 72,436 -1,027 -1%
RFA
87
ROI Financial Advisors
Oregon
$2.74M 71,516 -194 -0.3%
IWM
88
IHT Wealth Management
Illinois
$2.7M 71,195 +11,401 +19%
C
89
CEDRUS
Colorado
$2.68M 70,779 +4,962 +8%
GWM
90
GDS Wealth Management
Texas
$2.65M 69,954 -10,111 -13%
OC
91
Oppenheimer & Co
New York
$2.61M 68,821 +6,650 +11%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$2.48M 65,296 +1,209 +2%
SIG
93
Sargent Investment Group
Maryland
$2.46M 64,777 -655 -1%
Comerica Bank
94
Comerica Bank
Texas
$2.43M 64,022 -13,775 -18%
JWCA
95
J.W. Cole Advisors
Florida
$2.4M 63,357 +359 +0.6%
DC
96
Davenport & Co
Virginia
$2.32M 61,191 -2,331 -4%
RJT
97
Raymond James Trust
Florida
$2.29M 60,437 +333 +0.6%
CWM
98
Collaborative Wealth Management
Florida
$2.24M 59,059 -3,132 -5%
AAS
99
Ameritas Advisory Services
Nebraska
$2.1M 55,344 +1,696 +3%
SCA
100
Snowden Capital Advisors
New York
$2.05M 54,120 -30,506 -36%
2 3
4
5 6