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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 %
CIAS
176
Capital Investment Advisory Services
North Carolina
$892K 22,152 -2,684 -11%
SF
177
Summit Financial
New Jersey
$886K 21,845 +1,587 +8%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$885K 21,990 +2,248 +11%
SOS
179
Silver Oak Securities
Tennessee
$883K 22,065 -144 -0.6%
CCFM
180
Clear Creek Financial Management
Washington
$859K 21,326 +21,326 New
DE
181
Diversified Enterprises
Delaware
$847K 21,036 +1,638 +8%
WIA
182
World Investment Advisors
California
$844K 20,973 +3,009 +17%
SVWAG
183
Sound View Wealth Advisors Group
Georgia
$837K 20,779 -327 -2%
NL
184
NWAM LLC
Washington
$828K 20,576 -169 -0.8%
LW
185
Linscomb Wealth
Texas
$827K 20,540 – –
Tudor Investment Corp
186
Tudor Investment Corp
Connecticut
$810K 20,127 -53,986 -73%
PIA
187
Perennial Investment Advisors
California
$804K 19,973 -135 -0.7%
LFG
188
Larson Financial Group
Missouri
$802K 19,919 +30 +0.2%
KAS
189
KPP Advisory Services
Kentucky
$795K 19,737 +6 +0%
IWA
190
Icon Wealth Advisors
Texas
$790K 19,620 – –
CWM
191
Cornerstone Wealth Management
Missouri
$785K 19,495 +3 +0%
IF
192
Intrua Financial
Texas
$765K 19,004 +2,219 +13%
TI
193
tru Independence
Oregon
$764K 18,983 +53 +0.3%
CFGS
194
Concourse Financial Group Securities
Alabama
$757K 18,542 -933 -5%
CA
195
Crumly & Associates
Illinois
$749K 18,594 -16,102 -46%
AWM
196
Accel Wealth Management
Iowa
$740K 18,392 -185 -1%
BAM
197
Belpointe Asset Management
Nevada
$733K 17,622 +14 +0.1%
GSWM
198
Golden State Wealth Management
California
$733K 18,202 +18,202 New
LFAS
199
Level Four Advisory Services
Texas
$721K 17,899 -381 -2%
GWM
200
Geneos Wealth Management
Colorado
$720K 17,874 +211 +1%
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