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FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
52الحاملون المتتبعون
-1Δ المساهمون
58.06Mالأسهم المحتفظ بها
$2.57Bالقيمة المُبلَّغ عنها
+0المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.9% ·
تدفق الأسهم +0.4% ·
المراكز الجديدة الصافية -1.9%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12.41M | — | $550.18M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.67M | +9.9% | $384.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.67M | +9.9% | $384.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.67M | +9.9% | $384.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 5.97M | — | $264.73M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 5.97M | — | $264.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 5.97M | — | $264.73M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.20M | — | $230.46M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.20M | — | $230.46M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.20M | — | $230.46M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.23M | — | $143.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.23M | — | $143.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.59M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.59M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.59M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.55M | — | $113.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 2.48M | — | $109.97M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 2.37M | — | $104.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 2.37M | — | $104.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 2.37M | — | $104.86M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.84M | — | $81.40M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 1.75M | — | $77.52M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 1.75M | — | $77.52M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 1.75M | — | $77.52M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 1.50M | — | $66.39M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 1.33M | — | $58.83M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.09M | — | $48.35M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 885.07K | — | $39.24M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 739.69K | — | $32.80M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 739.69K | — | $32.80M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 434.55K | — | $19.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 434.55K | — | $19.27M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 433.10K | — | $19.20M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 305.02K | -40.8% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 300.50K | — | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 280.41K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 264.34K | — | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mariner, LLC | 264.34K | — | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mariner, LLC | 264.34K | — | $11.72M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 256.97K | -54.9% | $11.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | First Trust Advisors Lp | 199.39K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 168.45K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Creative Planning | 159.13K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mml Investors Services, Llc | 129.36K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 66.37K | +293.4% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cwm, Llc | 53.85K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 47.78K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 46.35K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 46.35K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 38.90K | +1.8% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Captrust Financial Advisors | 35.84K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 32.91K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citigroup Inc | 31.48K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 27.35K | -13.9% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 27.35K | -13.9% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 26.25K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 21.13K | — | $936,818 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Corient Private Wealth LP | 17.13K | — | $759,424 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Corient Private Wealth LP | 17.13K | — | $759,424 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 16.61K | — | $736,679 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 16.61K | — | $736,679 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 16.61K | — | $736,679 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Focus Partners Wealth | 12.41K | — | $550,399 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Hrt Financial Lp | 11.91K | — | $528,000 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mercer Global Advisors Inc /Adv | 11.64K | — | $516,010 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Julius Baer & Co. Ltd, Zurich | 10.75K | — | $476,525 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 9.27K | — | $410,810 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Quantinno Capital Management LP | 8.61K | — | $381,546 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Assetmark, Inc | 8.19K | — | $363,145 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Jane Street Group, Llc | 6.33K | — | $280,628 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Blair William & Co/Il | 6.26K | — | $277,638 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | UBS AM, a distinct business unit of… | 840 | — | $37,246 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | BlackRock ✦ (سلبي) | 658 | 0.0% | $29,176 | 0.0% | Held | 3 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 68 | — | $3,015 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Citadel Advisors | $2.93M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 501 المالكون, 87.90M الأسهم, $4.36B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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