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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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$226K 5,987 -1,256 -17%
WANY
177
Wealthspire Advisors (New York)
New York
$225K 6,000 +6,000 New
FWM
178
ForthRight Wealth Management
Georgia
$223K 5,948 -3,415 -36%
IWC
179
Integrated Wealth Concepts
Massachusetts
$216K 5,777 -12,430 -68%
USCWA
180
U.S. Capital Wealth Advisors
Texas
$209K 5,576 +5,576 New
SFP
181
Sweet Financial Partners
Minnesota
$205K 5,478 +5,478 New
FHA
182
Flagship Harbor Advisors
Massachusetts
$205K 5,479 +5,479 New
MSFS
183
Main Street Financial Solutions
Pennsylvania
$205K 5,482 +5,482 New
NFSG
184
Newbridge Financial Services Group
Florida
$187K 5,000 – –
PB
185
Pinnacle Bancorp
Nebraska
$177K 4,730 – –
HCP
186
Hexagon Capital Partners
Arkansas
$172K 4,593 – –
BEI
187
Benjamin Edwards Inc
Missouri
$165K 4,399 +623 +16%
BFC
188
Bedel Financial Consulting
Indiana
$162K 4,328 – –
EL
189
EMFO LLC
Florida
$152K 4,060 – –
BAM
190
Bellevue Asset Management
Washington
$151K 3,994 – –
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$149K 3,976 -3,296 -45%
FAG
192
Fortitude Advisory Group
Washington
$126K 3,374 – –
TSWM
193
Tyler-Stone Wealth Management
Ohio
$120K 3,215 – –
Fidelity Investments
194
Fidelity Investments
Massachusetts
$117K 3,120 +680 +28%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$113K 3,014 +720 +31%
HA
196
Herold Advisors
New York
$95.5K 2,550 +2,550 New
HBW
197
Hazlett, Burt & Watson
West Virginia
$84K 2,246 +2,246 New
RCM
198
Raleigh Capital Management
North Carolina
$82K 2,186 +2,186 New
BWL
199
Bogart Wealth LLC
Virginia
$74K 1,983 – –
FFC
200
First Financial Corp
Indiana
$70K 1,875 – –
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