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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 %
Morgan Stanley
1
Morgan Stanley
New York
$153M 4,074,021 +794,781 +24%
LPL Financial
2
LPL Financial
California
$86.4M 2,306,587 +480,365 +26%
Wells Fargo
3
Wells Fargo
California
$44.9M 1,198,644 +353,000 +42%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.5M 1,000,683 +203,193 +25%
Bank of America
5
Bank of America
North Carolina
$31.3M 835,810 +65,613 +9%
CA
6
Cetera Advisors
Colorado
$27.1M 723,917 +429,985 +146%
Ameriprise
7
Ameriprise
Minnesota
$22.9M 610,645 +168,612 +38%
Stifel Financial
8
Stifel Financial
Missouri
$21.5M 573,696 +41,062 +8%
RJA
9
Raymond James & Associates
Florida
$21.1M 562,899 +79,859 +17%
UBS Group
10
UBS Group
Switzerland
$19.1M 510,543 -53,153 -9%
SI
11
Stephens Inc
Arkansas
$18.7M 498,856 +16,398 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.7M 446,937 +49,103 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$16.4M 404,264 +34,548 +9%
AWM
14
AE Wealth Management
Kansas
$15.1M 402,565 +354,457 +737%
SEP
15
Southland Equity Partners
Missouri
$14.6M 391,065 +9,418 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.2M 379,856 +89,513 +31%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$13.2M 352,999 +72,394 +26%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$12.4M 331,293 +131,345 +66%
IGWM
19
ICA Group Wealth Management
Colorado
$11.5M 297,745 +297,745 New
HA
20
HC Advisors
Georgia
$10.5M 279,665 -26,773 -9%
HighTower Advisors
21
HighTower Advisors
Illinois
$9.65M 257,625 +20,312 +9%
Truist Financial
22
Truist Financial
North Carolina
$9.63M 257,296 +4,368 +2%
BFG
23
Beacon Financial Group
Texas
$9.42M 235,713 -1,130 -0.5%
AF
24
Allworth Financial
California
$8.68M 231,876 -915 -0.4%
SFG
25
SNS Financial Group
Minnesota
$7.95M 212,313 -5,119 -2%
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