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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 %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$1.65M 48,486 -4,716 -9%
BAM
127
Belpointe Asset Management
Nevada
$1.64M 48,246 -19,615 -29%
AAS
128
Ameritas Advisory Services
Nebraska
$1.64M 48,309 -9,961 -17%
SCA
129
Snowden Capital Advisors
New York
$1.59M 46,837 -29,190 -38%
MSAM
130
Moloney Securities Asset Management
Missouri
$1.57M 46,300 -1,074 -2%
IWM
131
IHT Wealth Management
Illinois
$1.57M 46,120 +17,694 +62%
US Bancorp
132
US Bancorp
Minnesota
$1.54M 45,181 -38,688 -46%
MC
133
Moors & Cabot
Massachusetts
$1.53M 45,106 -4,766 -10%
ARC
134
Advisor Resource Council
Texas
$1.53M 44,893 +8,069 +22%
PFG
135
Prosperity Financial Group
California
$1.48M 43,395 -1,326 -3%
PTC
136
Private Trust Company
Ohio
$1.47M 43,228 +460 +1%
MCCP
137
Mission Creek Capital Partners
California
$1.46M 42,972 -2,158 -5%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.45M 42,748 -2,777 -6%
IAA
139
Independent Advisor Alliance
North Carolina
$1.45M 42,644 +35,292 +480%
GCP
140
GSA Capital Partners
United Kingdom
$1.44M 42,300 +42,300 New
AWA
141
Arkadios Wealth Advisors
Georgia
$1.43M 42,111 -1,838 -4%
C
142
CEDRUS
Colorado
$1.33M 39,220 +10,702 +38%
CIAS
143
Capital Investment Advisory Services
North Carolina
$1.22M 35,821 -3,515 -9%
KWM
144
Kingsview Wealth Management
Oregon
$1.2M 35,201 -6,912 -16%
CWM
145
Cornerstone Wealth Management
Missouri
$1.16M 34,151 -562 -2%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$1.14M 33,591 +15,702 +88%
FTUS
147
Flow Traders U.S.
New York
$1.12M 32,962 +19,179 +139%
PPP
148
Private Portfolio Partners
New Jersey
$1.11M 32,672 +5,395 +20%
FHC
149
First Heartland Consultants
Missouri
$1.05M 30,786 +16,320 +113%
FPWM
150
FSB Premier Wealth Management
Iowa
$1.04M 30,635 +774 +3%
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