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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$2.71M 79,590 -8,517 -10%
3F
102
360 Financial
Minnesota
$2.68M 78,888 -699 -0.9%
FIA
103
Foundations Investment Advisors
Arizona
$2.62M 77,043 -53,963 -41%
Goldman Sachs
104
Goldman Sachs
New York
$2.6M 76,540 +10,576 +16%
CA
105
Continuum Advisory
Idaho
$2.59M 76,293 -3,795 -5%
VAS
106
Vestmark Advisory Solutions
Massachusetts
$2.56M 75,137 -174,045 -70%
IRC
107
Investors Research Corp
Georgia
$2.53M 74,499 -978 -1%
TRCT
108
Tower Research Capital (TRC)
New York
$2.5M 73,623 +72,764 +8,471%
GM
109
GeoWealth Management
Illinois
$2.43M 71,387 +71,387 New
SWP
110
Stratos Wealth Partners
Ohio
$2.42M 71,013 -87,512 -55%
SIG
111
Sargent Investment Group
Maryland
$2.37M 69,755 +2,901 +4%
1WM
112
1900 Wealth Management
Texas
$2.37M 69,594 -21,689 -24%
CWM
113
Collaborative Wealth Management
Florida
$2.35M 69,144 +8,405 +14%
OIA
114
OneDigital Investment Advisors
Kansas
$2.27M 66,863 +5,105 +8%
BRWA
115
B. Riley Wealth Advisors
Florida
$2.27M 66,693 +1,948 +3%
Two Sigma Investments
116
Two Sigma Investments
New York
$2.25M 66,100 +66,100 New
SWA
117
Sightline Wealth Advisors
Connecticut
$2.15M 60,666 +3,972 +7%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$2.11M 62,066 -149,866 -71%
QCIG
119
Quad-Cities Investment Group
Iowa
$2.1M 61,736 -3,657 -6%
SOS
120
Silver Oak Securities
Tennessee
$2.07M 60,704 +23,897 +65%
BW
121
Bison Wealth
Georgia
$2.06M 60,639 +60,639 New
MOS
122
MGO One Seven
Ohio
$1.98M 58,147 -46,453 -44%
PA
123
PFG Advisors
Arizona
$1.92M 56,386 +1,036 +2%
RJT
124
Raymond James Trust
Florida
$1.76M 51,809 +14,309 +38%
AWE
125
Avidian Wealth Enterprises
Texas
$1.71M 50,314 +3,858 +8%
3 4
5
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