سجل الورقة المالية · ربع مؤرشف
FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
54الحاملون المتتبعون
+2Δ المساهمون
60.96Mالأسهم المحتفظ بها
$3.10Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +3.8% ·
تدفق الأسهم +5.0% ·
المراكز الجديدة الصافية +3.7%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 14.25M | +14.9% | $724.10M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.94M | +3.1% | $454.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.94M | +3.1% | $454.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.94M | +3.1% | $454.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 5.22M | -12.5% | $265.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 5.22M | -12.5% | $265.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 5.22M | -12.5% | $265.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.01M | -3.5% | $254.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.01M | -3.5% | $254.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.01M | -3.5% | $254.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.15M | -2.5% | $160.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.15M | -2.5% | $160.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.54M | -1.9% | $129.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.54M | -1.9% | $129.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.54M | -1.9% | $129.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.54M | -1.9% | $129.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.48M | -2.8% | $125.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.48M | -2.8% | $125.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.48M | -2.8% | $125.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.48M | -2.8% | $125.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.48M | -2.8% | $125.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.48M | -2.8% | $125.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 2.44M | -1.7% | $123.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 2.39M | +1.0% | $121.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 2.39M | +1.0% | $121.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.94M | +5.9% | $98.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 1.49M | -0.5% | $75.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 1.49M | -0.5% | $75.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.49M | -0.5% | $75.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 1.42M | +7.0% | $72.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 1.43M | +30.8% | $71.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 1.43M | +30.8% | $71.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 1.24M | -29.3% | $62.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 1.24M | -29.3% | $62.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 1.24M | -29.3% | $62.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 1.15M | +282.4% | $58.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 914.78K | +3.4% | $46.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 884.68K | +190.0% | $44.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 884.68K | +190.0% | $44.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 884.68K | +190.0% | $44.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 884.68K | +190.0% | $44.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 884.68K | +190.0% | $44.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Truist Financial Corp | 755.13K | +2.1% | $38.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Truist Financial Corp | 755.13K | +2.1% | $38.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 593.78K | +36.6% | $30.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 593.78K | +36.6% | $30.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 432.37K | -0.2% | $21.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 417.12K | +62.3% | $21.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 270.49K | -3.5% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Mariner, LLC | 260.49K | -1.5% | $13.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mariner, LLC | 260.49K | -1.5% | $13.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mariner, LLC | 260.49K | -1.5% | $13.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | First Trust Advisors Lp | 200.49K | +0.6% | $10.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Creative Planning | 138.20K | -13.2% | $7.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 123.44K | -26.7% | $6.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Mml Investors Services, Llc | 120.19K | -7.1% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 84.94K | جديد | $4.31M | 0.0% | New | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 81.76K | +9633.2% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cwm, Llc | 78.20K | +45.2% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 64.71K | +35.4% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Fifth Third Bancorp | 63.91K | جديد | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 63.32K | +36.6% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 63.32K | +36.6% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Renaissance Technologies ✦ | 63.30K | +62.7% | $3.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | Captrust Financial Advisors | 34.57K | -3.5% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 30.18K | +10.3% | $1.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 30.18K | +10.3% | $1.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 25.37K | +194.8% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 22.06K | +32.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 22.06K | +32.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 22.06K | +32.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 21.15K | +0.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 21.15K | +0.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 21.15K | +0.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 21.15K | +0.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Focus Partners Wealth | 18.17K | +46.4% | $922,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | D. E. Shaw & Co. ✦ | 15.69K | -76.4% | $797,154 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Mercer Global Advisors Inc /Adv | 14.69K | +26.2% | $745,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Citigroup Inc | 12.29K | -60.9% | $624,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | TD Waterhouse Canada Inc. | 12.05K | -63.4% | $602,449 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Cerity Partners LLC | 8.77K | -5.4% | $445,312 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Assetmark, Inc | 8.71K | +6.4% | $442,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Corient Private Wealth LP | 7.32K | -57.3% | $363,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 6.51K | جديد | $330,565 | 0.0% | New | 1 | SEC ↗ |
| 85 | Blair William & Co/Il | 6.24K | -0.3% | $317,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Lido Advisors, LLC | 4.03K | جديد | $204,709 | 0.0% | New | 1 | SEC ↗ |
| 87 | BlackRock ✦ (سلبي) | 2.86K | +334.4% | $145,186 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 1.25K | جديد | $63,500 | 0.0% | New | 1 | SEC ↗ |
| 89 | Barclays Plc | 800 | جديد | $40,640 | 0.0% | New | 1 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 468 | +588.2% | $23,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Tudor Investment Corp Et Al | $4.31M | 0.0% |
| Fifth Third Bancorp | $3.25M | 0.0% |
| AQR Capital Management | $330,565 | 0.0% |
| Lido Advisors, LLC | $204,709 | 0.0% |
| Bank Of Montreal /Can/ | $63,500 | 0.0% |
| Barclays Plc | $40,640 | 0.0% |
تم الخروج
| Susquehanna International… | $1.16M | كان 0.0% |
| Hrt Financial Lp | $528,000 | كان 0.0% |
| Bank Julius Baer & Co. Ltd… | $476,525 | كان 0.0% |
| Jane Street Group, Llc | $280,628 | 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: Q1 2026 ·
المنهجية ·
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