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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$127M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
LPL Financial
3
LPL Financial
California
$367M
4
Bank of America
4
Bank of America
North Carolina
$83.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$281M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$5.02M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.3M
4
RL
4
Retireful LLC
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPP
151
Private Portfolio Partners
New Jersey
$1.24M 30,918 +107 +0.3%
ASN
152
Advisory Services Network
Georgia
$1.22M 30,307 -1,370 -4%
NFG
153
Nations Financial Group
Iowa
$1.22M 30,201 -3,131 -9%
DWP
154
Daymark Wealth Partners
Ohio
$1.16M 28,819 +4,752 +20%
CA
155
CoreCap Advisors
Michigan
$1.14M 28,411 +282 +1%
WWM
156
Western Wealth Management
Colorado
$1.13M 28,187 +1,601 +6%
EW
157
Entruity Wealth
California
$1.13M 28,164 +28,164 New
AA
158
Armis Advisers
Georgia
$1.11M 27,634 +27,634 New
MC
159
Moors & Cabot
Massachusetts
$1.11M 27,564 -3,903 -12%
FZCM
160
Flynn Zito Capital Management
New York
$1.11M 27,551 +331 +1%
AWG
161
Altus Wealth Group
Colorado
$1.08M 26,788 -168 -0.6%
TWM
162
TCFG Wealth Management
California
$1.08M 26,762 +100 +0.4%
PWH
163
Priebe Wealth Holdings
Minnesota
$1.08M 26,707 +2,645 +11%
CFS
164
Commonwealth Financial Services
West Virginia
$1.07M 26,628 +111 +0.4%
GLA
165
Good Life Advisors
Pennsylvania
$1.06M 26,256 -22,150 -46%
MWM
166
Modern Wealth Management
Kansas
$1.01M 25,067 +25,067 New
TCM
167
Triumph Capital Management
Colorado
$1.01M 25,000 +25,000 New
AWA
168
Arkadios Wealth Advisors
Georgia
$994K 24,697 +749 +3%
KFP
169
KMG Fiduciary Partners
Ohio
$983K 24,417 +335 +1%
MW
170
Maia Wealth
Colorado
$970K 23,098 +6,450 +39%
SF
171
SageOak Financial
Oklahoma
$943K 23,416 +23,416 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$913K 22,670 -404 -2%
FB
173
Finward Bancorp
Indiana
$907K 22,517 +22,517 New
PFA
174
Pinnacle Family Advisors
Missouri
$901K 22,386 +12,260 +121%
LSA
175
Lion Street Advisors
Texas
$893K 22,190 +1,132 +5%
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