Security record · archived quarter
FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
1Tracked holders
0Δ holders
5.66KShares held
$227,831Reported value
+1New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | 0 | 63.28M | $3.08B | +3 | −3 |
| Q1 2026 | 54 | +2 | 60.96M | $3.10B | +6 | −4 |
| Q4 2025 | 52 | -1 | 58.06M | $2.57B | — | −1 |
| Q3 2025 | 8 | +1 | 9.13M | $396.43M | +1 | — |
| Q2 2025 | 4 | +1 | 53.54K | $2.24M | +1 | — |
| Q1 2025 | 1 | 0 | 114.90K | $4.99M | +1 | −1 |
| Q4 2024 | 1 | 0 | 5.66K | $227,831 | +1 | −1 |
| Q3 2024 | 1 | -2 | 332.20K | $13.94M | +1 | −3 |
| Q2 2024 | 3 | — | 66.84K | $2.54M | — | — |
Who holds it · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | AQR Capital Management ✦ | 5.66K | New | $227,831 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $227,831 | 0.0% |
Exited
| Two Sigma Investments | $13.94M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 501 holders, 87.90M shares, $4.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2024 ·
Methodology ·
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