Catatan efek · kuartal yang diarsipkan
FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
54Pemegang yang dilacak
+2Δ pemegang
60.96MSaham yang dipegang
$3.10BNilai yang dilaporkan
+6Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.8% ·
aliran saham +5.0% ·
posisi baru bersih +3.7%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $204,709 | 0.0% | New | 1 | SEC ↗ |
| 87 | BlackRock ✦ (pasif) | 2.86K | +334.4% | $145,186 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 1.25K | Baru | $63,500 | 0.0% | New | 1 | SEC ↗ |
| 89 | Barclays Plc | 800 | Baru | $40,640 | 0.0% | New | 1 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 468 | +588.2% | $23,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Susquehanna International… | $1.16M | adalah 0.0% |
| Hrt Financial Lp | $528,000 | adalah 0.0% |
| Bank Julius Baer & Co. Ltd… | $476,525 | adalah 0.0% |
| Jane Street Group, Llc | $280,628 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API