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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$127M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
LPL Financial
3
LPL Financial
California
$367M
4
Bank of America
4
Bank of America
North Carolina
$83.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$281M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$5.02M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.3M
4
RL
4
Retireful LLC
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
76
Compass Financial Services
Iowa
$3.82M 94,879 +94,879 New
AAP
77
Arax Advisory Partners
Colorado
$3.7M 92,002 +92,002 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$3.66M 90,821 +2,436 +3%
WWA
79
Wisconsin Wealth Advisors
Wisconsin
$3.64M 90,482 +90,482 New
SFG
80
SNS Financial Group
Minnesota
$3.63M 90,062 -1,670 -2%
SPC
81
Sigma Planning Corp
Michigan
$3.43M 85,116 +1,358 +2%
BEI
82
Benjamin Edwards Inc
Missouri
$3.4M 84,463 -93 -0.1%
CIAS
83
CFS Investment Advisory Services
New Jersey
$3.35M 83,138 -1,789 -2%
SL
84
Salomon & Ludwin
Virginia
$3.21M 79,841 -5,395 -6%
PWA
85
PCG Wealth Advisors
Kansas
$3.21M 79,672 -1,255 -2%
RA
86
RiverTree Advisors
Florida
$3.18M 79,078 +70,799 +855%
PWS
87
Proactive Wealth Strategies
Georgia
$3.16M 78,550 +6,744 +9%
FGWP
88
Founders Grove Wealth Partners
Virginia
$3.14M 78,011 +78,011 New
Citigroup
89
Citigroup
New York
$3.06M 75,948 +556 +0.7%
FFS
90
Forge Financial Services
Oklahoma
$3.04M 72,780 +72,780 New
OPS
91
Orion Portfolio Solutions
Nebraska
$3.04M 75,418 -1,211 -2%
BCI
92
Brinker Capital Investments
Pennsylvania
$3.04M 75,418 -1,211 -2%
TCWM
93
Total Clarity Wealth Management
Illinois
$3.01M 74,742 – –
RFA
94
ROI Financial Advisors
Oregon
$3M 74,419 +773 +1%
B
95
Barings
North Carolina
$2.94M 72,929 +48,971 +204%
IWM
96
IHT Wealth Management
Illinois
$2.86M 71,111 -3,194 -4%
FIA
97
Foundations Investment Advisors
Arizona
$2.85M 70,749 -1,124 -2%
DC
98
Davenport & Co
Virginia
$2.81M 69,764 -2,817 -4%
JWCA
99
J.W. Cole Advisors
Florida
$2.69M 66,881 +3,652 +6%
OC
100
Oppenheimer & Co
New York
$2.66M 65,965 +579 +0.9%
2 3
4
5 6