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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 %
LW
101
Linscomb Wealth
Texas
$769K 20,540 – –
MCC
102
Money Concepts Capital
Florida
$724K 19,330 +19,330 New
HFA
103
High Falls Advisors
New York
$717K 19,164 -1,398 -7%
KA
104
Kovack Advisors
Florida
$689K 18,427 +1,816 +11%
CF
105
Centaurus Financial
California
$672K 17,959 -3,641 -17%
MSAM
106
Moloney Securities Asset Management
Missouri
$664K 17,723 +10,025 +130%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$661K 17,650 -292 -2%
IAIM
108
International Assets Investment Management
Florida
$648K 17,315 – –
SWM
109
Spire Wealth Management
Virginia
$644K 17,189 -94 -0.5%
CWM
110
Connecticut Wealth Management
Connecticut
$636K 17,000 – –
1W
111
1776 Wealth
Georgia
$615K 16,432 +5,532 +51%
MIAN
112
Mariner Independent Advisor Network
Kansas
$614K 16,431 +4,564 +38%
AWG
113
Altus Wealth Group
Colorado
$609K 16,272 -9,773 -38%
VCM
114
Virtue Capital Management
Tennessee
$602K 16,071 -1,137 -7%
PPWM
115
Paragon Private Wealth Management
Kentucky
$599K 15,517 – –
IAN
116
Integrated Advisors Network
Texas
$587K 15,668 -643 -4%
SWA
117
Sightline Wealth Advisors
Connecticut
$583K 15,565 +7,648 +97%
LMKC
118
L.M. Kohn & Company
Ohio
$583K 15,570 +15,570 New
DWM
119
Doyle Wealth Management
Florida
$578K 15,449 -4,211 -21%
UBG
120
United Bank (Georgia)
Georgia
$569K 15,196 -2,365 -13%
Bessemer Group
121
Bessemer Group
New Jersey
$562K 15,000 -24,885 -62%
MHS
122
M Holdings Securities
Oregon
$554K 14,802 +14,802 New
CA
123
Continuum Advisory
Idaho
$551K 15,061 -880 -6%
ACP
124
Aveo Capital Partners
Colorado
$532K 14,222 +265 +2%
RIA
125
Regal Investment Advisors
Michigan
$529K 14,126 – –
3 4
5
6 7