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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 %
OFS
151
Oldfather Financial Services
Nebraska
$326K 8,636 – –
AOG
152
Alpha Omega Group
Virginia
$319K 8,527 -2,777 -25%
MA
153
MJP Associates
Connecticut
$315K 8,425 -4,735 -36%
GRP
154
Global Retirement Partners
California
$291K 7,617 +7,617 New
BFA
155
Beacon Financial Advisory
Ohio
$290K 7,753 +38 +0.5%
WW
156
Waterfront Wealth
Kansas
$285K 7,460 +270 +4%
WAS
157
WESPAC Advisors SoCal
California
$283K 7,550 +7,550 New
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
$281K 7,506 +7,506 New
TA
159
TrueWealth Advisors
Alabama
$280K 7,878 – –
SDH
160
Sloy Dahl & Holst
Washington
$277K 7,410 -760 -9%
AWM
161
Apollon Wealth Management
South Carolina
$267K 7,139 -1,798 -20%
SVWAG
162
Sound View Wealth Advisors Group
Georgia
$267K 7,135 +219 +3%
MC
163
Moors & Cabot
Massachusetts
$264K 7,055 – –
BWM
164
BCS Wealth Management
Tennessee
$261K 6,971 – –
HSA
165
HBK Sorce Advisory
Pennsylvania
$257K 6,873 +6 +0.1%
OPS
166
Orion Portfolio Solutions
Nebraska
$257K 6,857 +6,857 New
IFWM
167
Institute for Wealth Management
Colorado
$254K 6,782 – –
CW
168
CreativeOne Wealth
Kansas
$248K 6,614 +6,614 New
SI
169
Saxon Interests
Texas
$242K 6,452 +48 +0.7%
LGA
170
Lebenthal Global Advisors
New York
$234K 6,255 -100 -2%
HWA
171
Heartwood Wealth Advisors
Virginia
$234K 6,246 – –
BFEC
172
Benjamin F. Edwards & Company
Missouri
$232K 6,186 -687 -10%
AWM
173
Avior Wealth Management
Nebraska
$231K 6,196 +46 +0.7%
CWA
174
Clearview Wealth Advisors
Oregon
$231K 6,160 +2,152 +54%
CAN
175
Claraphi Advisory Network
United States
$228K 6,097 +6,097 New
5 6
7
8 9