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FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
54Takip edilen yatırımcılar
+2Δ sahipler
60.96MTutulan hisseler
$3.10BRaporlanan değer
+6Yeni pozisyonlar
−4Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +3.8% ·
pay akışı +5.0% ·
net yeni pozisyonlar +3.7%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $63,500 | 0.0% | New | 1 | SEC ↗ |
| 89 | Barclays Plc | 800 | Yeni | $40,640 | 0.0% | New | 1 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 468 | +588.2% | $23,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Susquehanna International… | $1.16M | idi 0.0% |
| Hrt Financial Lp | $528,000 | idi 0.0% |
| Bank Julius Baer & Co. Ltd… | $476,525 | idi 0.0% |
| Jane Street Group, Llc | $280,628 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 501 sahipler, 87.90M hisseler, $4.36B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin