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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 %
FAM
126
Formidable Asset Management
Ohio
$514K 13,725 – –
SS
127
Sunbelt Securities
Texas
$503K 13,328 -7,967 -37%
WCG
128
Weaver Consulting Group
California
$501K 13,381 -200 -1%
RFN
129
RDA Financial Network
Iowa
$498K 13,313 -1,470 -10%
FAN
130
Financial Advisors Network
California
$486K 12,972 -1,625 -11%
FH
131
FWG Holdings
Florida
$443K 11,825 +1 +0%
WFA
132
WMG Financial Advisors
Tennessee
$437K 11,722 – –
LNC
133
Lincoln National Corp
Pennsylvania
$430K 11,499 -195 -2%
MIM
134
MTM Investment Management
South Carolina
$428K 11,419 – –
PA
135
PSI Advisors
Florida
$420K 11,207 – –
SWM
136
SeaCrest Wealth Management
New York
$415K 11,092 -9,066 -45%
WP
137
WealthPLAN Partners
Nebraska
$412K 11,268 +145 +1%
WIM
138
WealthPlan Investment Management
Nebraska
$412K 11,268 +11,268 New
AA
139
Ancora Advisors
Ohio
$408K 10,898 – –
APA
140
American Portfolios Advisors
New York
$407K 10,874 -837 -7%
SIM
141
Sterling Investment Management
Arizona
$401K 10,735 -1,465 -12%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$388K 10,370 -19,497 -65%
William Blair & Company
143
William Blair & Company
Illinois
$386K 10,319 -206 -2%
SFG
144
StrategIQ Financial Group
Indiana
$385K 10,279 +20 +0.2%
SMC
145
Smith, Moore & Co
Missouri
$383K 10,226 – –
CTB
146
Country Trust Bank
Illinois
$358K 9,567 – –
WAM
147
WealthTrust Asset Management
Florida
$353K 9,425 +6 +0.1%
RIA
148
Realta Investment Advisors
Delaware
$346K 9,253 +26 +0.3%
OPA
149
Old Port Advisors
Maine
$344K 9,109 -227 -2%
SAM
150
Smithbridge Asset Management
Pennsylvania
$340K 9,078 -92 -1%
4 5
6
7 8