FDL icon

First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$299M 7,888,179 -370,398 -4%
Morgan Stanley
2
Morgan Stanley
New York
$248M 6,536,260 -96,877 -1%
Ameriprise
3
Ameriprise
Minnesota
$88.8M 2,340,244 +530,161 +29%
Wells Fargo
4
Wells Fargo
California
$86.2M 2,273,479 -66,246 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$73.6M 1,941,020 +167,698 +9%
UBS Group
6
UBS Group
Switzerland
$67.3M 1,773,137 +1,773,137 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$66.7M 1,757,771 -319,914 -15%
CAG
8
Csenge Advisory Group
Florida
$66M 1,740,756 +99,653 +6%
Bank of America
9
Bank of America
North Carolina
$65.7M 1,732,343 +41,140 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$60.9M 1,604,824 -122,427 -7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$54.9M 1,447,886 +52,303 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$49.2M 1,297,348 -428,470 -25%
RJA
13
Raymond James & Associates
Florida
$40.1M 1,057,984 -26,563 -2%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$39.5M 1,041,235 -67,721 -6%
Stifel Financial
15
Stifel Financial
Missouri
$38.5M 1,014,618 -246,684 -20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$37.6M 992,531 -16,680 -2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$35.8M 945,101 -206,385 -18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$34.1M 899,621 +58,778 +7%
KIG
19
Kowal Investment Group
Wisconsin
$32.5M 857,616 -217,941 -20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25.5M 671,391 -57,751 -8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$21.3M 562,818 -7,457 -1%
Truist Financial
22
Truist Financial
North Carolina
$20.8M 549,205 -36,080 -6%
BFG
23
Beacon Financial Group
Texas
$20.1M 529,942
SI
24
Stephens Inc
Arkansas
$19.6M 516,912 -11,235 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.6M 437,401 -20,338 -4%