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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$127M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
LPL Financial
3
LPL Financial
California
$367M
4
Bank of America
4
Bank of America
North Carolina
$83.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$281M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$5.02M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.3M
4
RL
4
Retireful LLC
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$367M 9,111,719 +656,768 +8%
Morgan Stanley
2
Morgan Stanley
New York
$281M 6,986,046 +350,890 +5%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$277M 6,889 +202 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$127M 3,162,621 +3,162,621 New
Ameriprise
5
Ameriprise
Minnesota
$121M 3,007,755 +1,437,428 +92%
Wells Fargo
6
Wells Fargo
California
$110M 2,739,773 +272,247 +11%
Bank of America
7
Bank of America
North Carolina
$83.9M 2,084,400 +382,304 +22%
UBS Group
8
UBS Group
Switzerland
$80.6M 2,001,293 +195,889 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$79.2M 1,967,996 +301,639 +18%
RW
10
Rockport Wealth
Ohio
$78.6M 1,951,507 +319,857 +20%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$72.3M 1,795,870 +15,522 +0.9%
CAG
12
Csenge Advisory Group
Florida
$70.1M 1,741,230 +13,574 +0.8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$62.6M 1,555,353 +54,548 +4%
Stifel Financial
14
Stifel Financial
Missouri
$47.8M 1,188,421 +172,590 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$45.3M 1,125,841 -136,430 -11%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$41.7M 1,034,606 +17,508 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$40.2M 997,282 -18,889 -2%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$38.5M 956,968 -18,022 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$33.4M 829,815 +105,472 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$30.4M 755,969 -97,640 -11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$23.4M 580,744 +14,894 +3%
Truist Financial
22
Truist Financial
North Carolina
$22.9M 569,172 -333 -0.1%
SI
23
Stephens Inc
Arkansas
$22.1M 549,604 +48,174 +10%
BFG
24
Beacon Financial Group
Texas
$21.5M 533,217 +4,083 +0.8%
PAG
25
Private Advisor Group
New Jersey
$20.4M 507,023 +34,166 +7%
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