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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$48.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$21.2M
3
Jane Street
3
Jane Street
New York
$7.81M
4
BFG
4
Beacon Financial Group
Texas
$16.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$271M
3
Wells Fargo
3
Wells Fargo
California
$124M
4
KAS
4
Kestra Advisory Services
Texas
$14.9M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$347M 10,215,732 -343,303 -3%
Morgan Stanley
2
Morgan Stanley
New York
$271M 7,973,051 -1,715,778 -18%
Wells Fargo
3
Wells Fargo
California
$124M 3,633,193 -1,218,109 -25%
Bank of America
4
Bank of America
North Carolina
$89.2M 2,622,379 -431,158 -14%
Ameriprise
5
Ameriprise
Minnesota
$81.7M 2,402,503 -3,647,292 -60%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$80M 2,351,775 -84,747 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$80M 2,350,970 +147,593 +7%
UBS Group
8
UBS Group
Switzerland
$75.3M 2,214,585 +14,744 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$72M 2,116,466 -48,133 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$67.4M 1,981,370 -404,434 -17%
RJA
11
Raymond James & Associates
Florida
$66.1M 1,944,508 -123,939 -6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$58.6M 1,722,352 +169,032 +11%
CAG
13
Csenge Advisory Group
Florida
$50.9M 1,495,704 +70,801 +5%
Stifel Financial
14
Stifel Financial
Missouri
$50.4M 1,480,830 -205,247 -12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$48.5M 1,424,882 -290,886 -17%
CA
16
Cetera Advisors
Colorado
$48.2M 1,417,490 +328,584 +30%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$44.4M 1,304,149 -90,686 -7%
SI
18
Stephens Inc
Arkansas
$40.7M 1,197,209 +68,100 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$40.1M 1,178,413 +113,442 +11%
KIG
20
Kowal Investment Group
Wisconsin
$34.8M 1,023,026 +120,342 +13%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$34M 998,811 +174,163 +21%
CAN
22
Cetera Advisor Networks
California
$31M 912,700 -131,603 -13%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$30.4M 892,778 +66,390 +8%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$28M 824,616 -6,642 -0.8%
AWM
25
AE Wealth Management
Kansas
$27M 794,894 +135,338 +21%
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