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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 %
GIA
151
Gladstone Institutional Advisory
Florida
$1.04M 30,520 +6,249 +26%
ES
152
Eagle Strategies
New York
$1.03M 30,178 -180,786 -86%
IA
153
IFG Advisory
Georgia
$993K 29,211 -24,522 -46%
WWM
154
Western Wealth Management
Colorado
$991K 29,133 -3,457 -11%
LFAS
155
Level Four Advisory Services
Texas
$989K 29,076 +6,779 +30%
GWP
156
Gateway Wealth Partners
Wisconsin
$987K 29,034 +1,556 +6%
Creative Planning
157
Creative Planning
Kansas
$957K 28,144 -4,316 -13%
GWM
158
Geneos Wealth Management
Colorado
$862K 25,351 -85,923 -77%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$859K 25,275 -3,990 -14%
TI
160
tru Independence
Oregon
$858K 25,231 +55 +0.2%
SMC
161
Smith, Moore & Co
Missouri
$841K 24,730 +2,203 +10%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$827K 24,327 -1,617 -6%
IWP
163
Icon Wealth Partners
Texas
$823K 24,186 +33 +0.1%
AWG
164
Altus Wealth Group
Colorado
$822K 24,179 +853 +4%
NL
165
NWAM LLC
Washington
$819K 24,076 -200 -0.8%
FHA
166
Flagship Harbor Advisors
Massachusetts
$805K 23,668 +217 +0.9%
VCM
167
Virtue Capital Management
Tennessee
$800K 23,368 -399 -2%
PWMG
168
Provence Wealth Management Group
California
$799K 23,486 -5,776 -20%
IA
169
IFP Advisors
Florida
$792K 23,286 +2,121 +10%
LAS
170
LWM Advisory Services
Florida
$774K 22,748 +1,923 +9%
AWM
171
Accel Wealth Management
Iowa
$768K 22,572 +177 +0.8%
XF
172
XML Financial
Maryland
$754K 22,159 -3,189 -13%
KFP
173
KMG Fiduciary Partners
Ohio
$737K 21,681 -4,893 -18%
FZCM
174
Flynn Zito Capital Management
New York
$707K 20,782 +1,182 +6%
LW
175
Linscomb Wealth
Texas
$699K 20,540 – –
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7
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