FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$7.46M
2
CA
2
Cetera Advisors
Colorado
$8.58M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.47M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.94M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$9.11M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
151
Sound View Wealth Advisors Group
Georgia
$229K 6,907 +6,907 New
Deutsche Bank
152
Deutsche Bank
Germany
$227K 6,836 +147 +2%
IFWM
153
Institute for Wealth Management
Colorado
$225K 6,782 – –
BPA
154
Beacon Pointe Advisors
California
$218K 6,571 -125 -2%
HSA
155
HBK Sorce Advisory
Pennsylvania
$218K 6,578 +9 +0.1%
HR
156
Hayden Royal
North Carolina
$211K 6,373 -27 -0.4%
LGA
157
Lebenthal Global Advisors
New York
$210K 6,355 -400 -6%
HWA
158
Heartwood Wealth Advisors
Virginia
$207K 6,246 – –
NFG
159
Next Financial Group
Texas
$205K 6,183 – –
GRP
160
Global Retirement Partners
California
$204K 6,156 +2,859 +87%
BAM
161
Bellevue Asset Management
Washington
$189K 5,694 – –
NFSG
162
Newbridge Financial Services Group
Florida
$166K 5,000 – –
PB
163
Pinnacle Bancorp
Nebraska
$154K 4,635 – –
IA
164
IFP Advisors
Florida
$153K 4,616 -138 -3%
HCP
165
Hexagon Capital Partners
Arkansas
$152K 4,593 – –
BFC
166
Bedel Financial Consulting
Indiana
$144K 4,328 – –
EL
167
EMFO LLC
Florida
$135K 4,060 +4,060 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$86K 2,583 +61 +2%
BEI
169
Benjamin Edwards Inc
Missouri
$84K 2,523 -516 -17%
BWL
170
Bogart Wealth LLC
Virginia
$76K 2,294 – –
FFC
171
First Financial Corp
Indiana
$62K 1,875 – –
WWM
172
Wagner Wealth Management
South Carolina
$49K 1,485 -508 -25%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$48K 1,444 +554 +62%
MA
174
MUFG Americas
New York
$45K 1,352 -268 -17%
AAP
175
Arax Advisory Partners
Colorado
$44K 1,335 +1,335 New
5 6
7
8 9