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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$68.4M
2
LPL Financial
2
LPL Financial
California
$355M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$13.9M
4
Wells Fargo
4
Wells Fargo
California
$104M
5
RL
5
Retireful LLC
Michigan
$4.87M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$65.9M
2
SWAG
2
Spectrum Wealth Advisory Group
California
$2.51M
3
SFC
3
Strategic Financial Concepts
Texas
$222K
4
FHC
4
First Heartland Consultants
Missouri
$4.95M
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$355M 8,454,951 +566,772 +7%
Morgan Stanley
2
Morgan Stanley
New York
$278M 6,635,156 +98,896 +2%
Wells Fargo
3
Wells Fargo
California
$104M 2,467,526 +194,047 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$81.5M 1,943,716 +2,696 +0.1%
UBS Group
5
UBS Group
Switzerland
$75.7M 1,805,404 +32,267 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$74.7M 1,780,348 +22,577 +1%
CAG
7
Csenge Advisory Group
Florida
$72.8M 1,727,656 -13,100 -0.8%
Bank of America
8
Bank of America
North Carolina
$71.4M 1,702,096 -30,247 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$69.9M 1,666,357 +61,533 +4%
RW
10
Rockport Wealth
Ohio
$68.4M 1,631,650 +1,631,650 New
Ameriprise
11
Ameriprise
Minnesota
$65.9M 1,570,327 -769,917 -33%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$63M 1,500,805 +52,919 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$53M 1,262,271 -35,077 -3%
RJA
14
Raymond James & Associates
Florida
$43.9M 1,047,255 -10,729 -1%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$42.7M 1,017,098 +71,997 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$42.6M 1,016,171 +23,640 +2%
Stifel Financial
17
Stifel Financial
Missouri
$42.6M 1,015,831 +1,213 +0.1%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$40.9M 974,990 -66,245 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$35.8M 853,609 -46,012 -5%
KIG
20
Kowal Investment Group
Wisconsin
$35.6M 848,683 -8,933 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$30.4M 724,343 +52,952 +8%
Truist Financial
22
Truist Financial
North Carolina
$23.9M 569,505 +20,300 +4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$23.7M 565,850 +3,032 +0.5%
BFG
24
Beacon Financial Group
Texas
$22.2M 529,134 -808 -0.2%
SI
25
Stephens Inc
Arkansas
$21M 501,430 -15,482 -3%
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