Catatan efek · kuartal yang diarsipkan
FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
52Pemegang yang dilacak
-1Δ pemegang
58.06MSaham yang dipegang
$2.57BNilai yang dilaporkan
+0Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.9% ·
aliran saham +0.4% ·
posisi baru bersih -1.9%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 658 | 0.0% | $29,176 | 0.0% | Held | 3 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 68 | — | $3,015 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $2.93M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 501 pemegang, 87.90M saham, $4.36B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API