FDL icon

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 %
WWM
101
Western Wealth Management
Colorado
$1.18M 33,399 +11,565 +53%
AWA
102
Arkadios Wealth Advisors
Georgia
$1.12M 31,797 +1,175 +4%
KPWS
103
Kestra Private Wealth Services
Texas
$1.11M 31,569 -1,246 -4%
SCA
104
Snowden Capital Advisors
New York
$1.1M 31,369 +2,902 +10%
AAS
105
Ameritas Advisory Services
Nebraska
$1.07M 30,326 -950 -3%
VCM
106
Virtue Capital Management
Tennessee
$1.05M 29,766 +13,695 +85%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$1.03M 29,327 +8,648 +42%
SWP
108
Stratos Wealth Partners
Ohio
$1M 28,409 -42,941 -60%
CIAS
109
Capital Investment Advisory Services
North Carolina
$997K 28,313 +650 +2%
NFG
110
Nations Financial Group
Iowa
$994K 28,218 +28,218 New
MIAN
111
Mariner Independent Advisor Network
Kansas
$989K 27,989 +11,558 +70%
WS
112
Wedbush Securities
California
$952K 27,016 -1,985 -7%
WEG
113
World Equity Group
Illinois
$941K 26,705 -2,597 -9%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$922K 26,155 +26,155 New
Creative Planning
115
Creative Planning
Kansas
$918K 26,065 +1,542 +6%
LWM
116
Liberty Wealth Management
California
$909K 26,262 +26,262 New
OFS
117
OneAscent Financial Services
Alabama
$892K 25,336 +25,336 New
FWM
118
Frontier Wealth Management
Missouri
$885K 25,134 – –
NL
119
NWAM LLC
Washington
$872K 24,794 +7 +0%
RJT
120
Raymond James Trust
Florida
$853K 24,219 -4,723 -16%
IA
121
IFG Advisory
Georgia
$852K 24,198 -1,385 -5%
AWG
122
Altus Wealth Group
Colorado
$847K 25,853 +9,581 +59%
IWP
123
Icon Wealth Partners
Texas
$845K 24,006 +30 +0.1%
PA
124
PFG Advisors
Arizona
$831K 14,123 +14,123 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$784K 22,272 +22,172 +22,172%
3 4
5
6 7