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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

436 hedge funds and large institutions have $3.21B invested in First Trust Morningstar Dividend Leaders Index Fund in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 195 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.23%
New
47
Increased
195
Reduced
122
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$46.5M
2
PAG
Private Advisor Group
New Jersey
+$29.2M
3
Ameriprise
Ameriprise
Minnesota
+$24.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$17.2M
5
Morgan Stanley
Morgan Stanley
New York
+$15.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$47.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$31M
3
OCM
One Capital Management
California
-$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$18.5M
5
FHC
First Heartland Consultants
Missouri
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$1.24M +$1.24M +29,712 New
LAS
177
LWM Advisory Services
Florida
$1.23M -$1.07M -25,462 -46%
GWM
178
Geneos Wealth Management
Colorado
$1.23M -$778K -18,575 -39%
SOS
179
Silver Oak Securities
Tennessee
$1.22M -$3.74M -89,224 -75%
FZCM
180
Flynn Zito Capital Management
New York
$1.2M +$13K +310 +1%
ACS
181
Archford Capital Strategies
Illinois
$1.19M +$509K +12,160 +75%
MC
182
Moors & Cabot
Massachusetts
$1.18M -$88.3K -2,110 -7%
DIA
183
Dana Investment Advisors
Wisconsin
$1.18M +$1.18M +28,144 New
NCM
184
Neumann Capital Management
California
$1.16M +$431K +10,300 +59%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$1.15M +$42K +1,003 +4%
MWM
186
Modern Wealth Management
Kansas
$1.14M +$6.07K +145 +0.5%
KWA
187
Kingswood Wealth Advisors
California
$1.13M +$228K +5,435 +25%
PTC
188
Private Trust Company
Ohio
$1.12M -$210K -5,019 -16%
IA
189
IFG Advisory
Georgia
$1.12M +$530K +12,666 +89%
AWG
190
Altus Wealth Group
Colorado
$1.12M +$3.52K +84 +0.3%
CCFM
191
Clear Creek Financial Management
Washington
$1.11M +$88.6K +2,117 +9%
TWM
192
TCFG Wealth Management
California
$1.11M -$1.17K -28 -0.1%
WIA
193
World Investment Advisors
California
$1.11M +$62.1K +1,484 +6%
SWGC
194
Summit Wealth Group (Colorado)
Colorado
$1.11M +$1.11M +26,438 New
Bank of New York Mellon
195
Bank of New York Mellon
New York
$1.1M +$389K +9,297 +55%
CFS
196
Commonwealth Financial Services
West Virginia
$1.08M -$29.9K -714 -3%
DE
197
Diversified Enterprises
Delaware
$1.08M -$36.3K -868 -3%
KFP
198
KMG Fiduciary Partners
Ohio
$1.04M +$20.2K +483 +2%
PWH
199
Priebe Wealth Holdings
Minnesota
$989K +$58K +1,385 +6%
BFA
200
Beacon Financial Advisory
Ohio
$977K +$696K +16,619 +247%
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