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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 %
VAS
101
Vestmark Advisory Solutions
Massachusetts
$2.62M 65,091 +710 +1%
GWM
102
GDS Wealth Management
Texas
$2.59M 64,263 -2,407 -4%
Comerica Bank
103
Comerica Bank
Texas
$2.56M 63,471 +680 +1%
SIG
104
Sargent Investment Group
Maryland
$2.34M 58,402 -4,480 -7%
CWM
105
Collaborative Wealth Management
Florida
$2.32M 57,714 +435 +0.8%
AAS
106
Ameritas Advisory Services
Nebraska
$2.29M 56,877 -798 -1%
IWC
107
Integrated Wealth Concepts
Massachusetts
$2.19M 54,318 +13,605 +33%
WLPWM
108
Walled Lake Planning & Wealth Management
Illinois
$2.17M 54,022 +54,022 New
BRWA
109
B. Riley Wealth Advisors
Florida
$2.17M 53,525 -1,523 -3%
CAL
110
Capital Analysts LLC
Pennsylvania
$2.08M 51,577 +15,051 +41%
AWE
111
Avidian Wealth Enterprises
Texas
$2.06M 51,203 +129 +0.3%
SCA
112
Snowden Capital Advisors
New York
$2.04M 50,561 -2,762 -5%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$2.01M 50,016 +50,014 +2,500,700%
CFCI
114
Comprehensive Financial Consultants Institutional
Indiana
$1.99M 49,439 +237 +0.5%
TFA
115
Teamwork Financial Advisors
Texas
$1.98M 49,190 -11,848 -19%
OP
116
ORG Partners
Indiana
$1.97M 49,013 +37,980 +344%
RAS
117
RPS Advisory Solutions
Kentucky
$1.97M 48,920 +48,920 New
PAS
118
PKS Advisory Services
New York
$1.9M 47,143 +47,143 New
QCIG
119
Quad-Cities Investment Group
Iowa
$1.89M 47,009 -3,642 -7%
KWM
120
Kingsview Wealth Management
Oregon
$1.71M 42,422 +4,431 +12%
IA
121
IFP Advisors
Florida
$1.69M 42,027 +25 +0.1%
SWAG
122
Spectrum Wealth Advisory Group
California
$1.66M 41,150 -18,738 -31%
1WM
123
1900 Wealth Management
Texas
$1.64M 40,772 – –
MCCP
124
Mission Creek Capital Partners
California
$1.64M 40,686 -30 -0.1%
US Bancorp
125
US Bancorp
Minnesota
$1.62M 40,165 +10,268 +34%
3 4
5
6 7