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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$7.46M
2
CA
2
Cetera Advisors
Colorado
$8.58M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.47M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.94M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$9.11M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$5K 164 +164 New
TRCT
202
Tower Research Capital (TRC)
New York
$4K 134 -4,299 -97%
AF
203
Advisornet Financial
Minnesota
$3K 100 – –
HFA
204
Hoover Financial Advisors
Pennsylvania
$3K 100 +100 New
HWM
205
Holloway Wealth Management
Florida
– – – –
CF
206
Clarity Financial
Texas
– – -507,086 Closed
CP
207
Camelot Portfolios
Ohio
– – -15,226 Closed
WI
208
Wintrust Investments
Illinois
– – -13,881 Closed
VF
209
Virtu Financial
New York
– – -13,488 Closed
Jane Street
210
Jane Street
New York
– – -12,905 Closed
FHC
211
First Heartland Consultants
Missouri
– – -12,776 Closed
VFA
212
Voya Financial Advisors
Connecticut
– – -9,790 Closed
Goldman Sachs
213
Goldman Sachs
New York
– – -8,879 Closed
FAIM
214
Financial Advocates Investment Management
Washington
– – -8,448 Closed
MA
215
MONECO Advisors
Connecticut
– – -6,315 Closed
CL
216
COWA LLC
Oklahoma
– – -4,408 Closed
WAP
217
Wealthcare Advisory Partners
Pennsylvania
– – -3,424 Closed
EP
218
Eudaimonia Partners
Tennessee
– – -2,923 Closed
SFS
219
Sowell Financial Services
Arkansas
– – -2,676 Closed
JPMorgan Chase & Co
220
JPMorgan Chase & Co
New York
– – -2,346 Closed
AWM
221
AllSquare Wealth Management
New York
– – -563 Closed
BWA
222
BDO Wealth Advisors
Florida
– – -218 Closed
GTAM
223
Global Trust Asset Management
Florida
– – -2 Closed
Simplex Trading
224
Simplex Trading
Illinois
– – – –
SWM
225
Selective Wealth Management
Virginia
$0 3 – –
5 6 7 8
9