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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$30K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$67.3M
2
Ameriprise
2
Ameriprise
Minnesota
$88.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$73.6M
4
NLP
4
Next Level Private
New York
$8.54M
5
GS
5
GTS Securities
New York
$4.12M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$49.2M
2
LPL Financial
2
LPL Financial
California
$299M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$66.7M
4
LAS
4
Lloyd Advisory Services
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
126
Moors & Cabot
Massachusetts
$1.26M 33,278 -927 -3%
TRCT
127
Tower Research Capital (TRC)
New York
$1.26M 33,200 -3,409 -9%
GWP
128
Gateway Wealth Partners
Wisconsin
$1.26M 33,118 -11,233 -25%
ASN
129
Advisory Services Network
Georgia
$1.2M 31,677 -4,629 -13%
MSAM
130
Moloney Securities Asset Management
Missouri
$1.19M 31,418 +708 +2%
FPWM
131
FSB Premier Wealth Management
Iowa
$1.19M 31,370 -2,529 -7%
US Bancorp
132
US Bancorp
Minnesota
$1.17M 30,969 -7,189 -19%
PTC
133
Private Trust Company
Ohio
$1.16M 30,609 +587 +2%
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$1.15M 30,257 +30,257 New
EA
135
Ergawealth Advisors
Illinois
$1.15M 30,196 -22,645 -43%
AWA
136
Arete Wealth Advisors
Illinois
$1.14M 30,047 +9,625 +47%
Creative Planning
137
Creative Planning
Kansas
$1.11M 29,159 +328 +1%
WS
138
Wedbush Securities
California
$1.04M 27,406 +4,494 +20%
WWM
139
Western Wealth Management
Colorado
$1.03M 27,096 -1,545 -5%
FZCM
140
Flynn Zito Capital Management
New York
$1.02M 26,971 -2,342 -8%
Renaissance Technologies
141
Renaissance Technologies
New York
$1.02M 26,900 -64,400 -71%
AWG
142
Altus Wealth Group
Colorado
$1.02M 26,781 +2,009 +8%
CFS
143
Commonwealth Financial Services
West Virginia
$1M 26,553 +872 +3%
CAL
144
Capital Analysts LLC
Pennsylvania
$983K 25,940 +9,229 +55%
CIAS
145
Capital Investment Advisory Services
North Carolina
$950K 25,053 -4,680 -16%
GLA
146
Good Life Advisors
Pennsylvania
$902K 23,776 +3,576 +18%
DWP
147
Daymark Wealth Partners
Ohio
$888K 23,423 +23,423 New
PFA
148
Pinnacle Family Advisors
Missouri
$867K 22,855 +22,855 New
CFGS
149
Concourse Financial Group Securities
Alabama
$853K 22,486 +4,447 +25%
AWA
150
Arkadios Wealth Advisors
Georgia
$843K 22,217 -4,998 -18%
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