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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

436 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.5M
2
PAG
Private Advisor Group
New Jersey
+$29.2M
3
Ameriprise
Ameriprise
Minnesota
+$24.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$17.2M
5
Morgan Stanley
Morgan Stanley
New York
+$15.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$47.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31M
3
OCM
One Capital Management
California
-$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$18.5M
5
FHC
First Heartland Consultants
Missouri
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Collaborative Wealth Management
Florida
$2.29M -$124K -2,965 -5%
CFCI
127
Comprehensive Financial Consultants Institutional
Indiana
$2.23M -$24.9K -595 -1%
AWE
128
Avidian Wealth Enterprises
Texas
$2.2M +$51K +1,219 +2%
GWM
129
GDS Wealth Management
Texas
$2.16M -$1.65M -39,331 -43%
AAS
130
Ameritas Advisory Services
Nebraska
$2.06M -$1.22M -29,247 -37%
TFA
131
Teamwork Financial Advisors
Texas
$2.04M +$46.4K +1,109 +2%
PI
132
PFG Investments
New York
$2.03M +$5.4K +129 +0.3%
CAS
133
Coppell Advisory Solutions
Texas
$2.02M -$61.4K -1,496 -3%
OIA
134
OneDigital Investment Advisors
Kansas
$2.01M -$2.35K -56 -0.1%
TCM
135
Triumph Capital Management
Colorado
$2M -$407K -9,732 -17%
PAS
136
PKS Advisory Services
New York
$1.95M -$12.3K -294 -0.6%
WS
137
Wedbush Securities
California
$1.95M +$543K +12,972 +39%
MW
138
Maia Wealth
Colorado
$1.94M +$693K +16,562 +56%
QCIG
139
Quad-Cities Investment Group
Iowa
$1.93M -$47.7K -1,140 -2%
Citigroup
140
Citigroup
New York
$1.91M -$1.18M -28,209 -38%
SMC
141
Smith, Moore & Co
Missouri
$1.91M +$140K +3,348 +8%
HCWM
142
Hidden Cove Wealth Management
Washington
$1.88M +$1.88M +44,955 New
IA
143
IFP Advisors
Florida
$1.84M +$124K +2,954 +7%
SG
144
StoneX Group
New York
$1.8M +$1.29M +30,723 +249%
APWA
145
Atlas Private Wealth Advisors
New Jersey
$1.8M +$1.8M +42,952 New
AWA
146
Arete Wealth Advisors
Illinois
$1.78M +$220K +5,250 +14%
VAG
147
VisionPoint Advisory Group
Texas
$1.76M +$1.76M +41,999 New
MCCP
148
Mission Creek Capital Partners
California
$1.69M +$4.86K +116 +0.3%
KWS
149
Keystone Wealth Services
California
$1.66M +$1.66M +15,918 New
US Bancorp
150
US Bancorp
Minnesota
$1.65M -$12.4K -296 -0.7%
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