FDL
First Trust Morningstar Dividend Leaders Index Fund · Financial Services · Asset Management - Income
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı +4.0% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 15.93M | +11.7% | $774.96M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.89M | -0.5% | $432.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.89M | -0.5% | $432.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.89M | -0.5% | $432.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 5.64M | +8.0% | $276.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 5.08M | +1.4% | $247.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 5.08M | +1.4% | $247.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.08M | +1.4% | $247.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.24M | +3.0% | $157.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 3.24M | +3.0% | $157.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.58M | +1.4% | $125.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.58M | +1.4% | $125.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.58M | +1.4% | $125.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 2.55M | +4.6% | $124.11M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.47M | -0.2% | $120.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 2.47M | +3.4% | $120.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 2.47M | +3.4% | $120.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 2.26M | +16.0% | $109.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.71M | +20.1% | $84.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.73M | +16.4% | $84.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 1.52M | +7.3% | $74.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 1.21M | -1.8% | $59.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 1.21M | -1.8% | $59.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 997.44K | +9.0% | $48.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 904.40K | +19.8% | $44.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 904.40K | +19.8% | $44.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 581.27K | -2.1% | $28.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 581.27K | -2.1% | $28.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 543.35K | -52.7% | $26.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 430.33K | +3.2% | $20.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 385.54K | -10.8% | $18.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 271.32K | +0.3% | $13.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 249.54K | -71.8% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Mariner, LLC | 216.77K | -16.8% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 216.77K | -16.8% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | First Trust Advisors Lp | 204.45K | +2.0% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 192.48K | +60.1% | $9.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Qube Research & Technologies Ltd | 128.24K | +98.2% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 125.20K | +1.4% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Creative Planning | 123.64K | -10.5% | $6.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 84.60K | Yeni | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 81.72K | -0.1% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Us Bancorp \De\ | 66.38K | +4.8% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 66.38K | +4.8% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Fifth Third Bancorp | 66.09K | +3.4% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 45.11K | -28.7% | $2.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 42.54K | +171.1% | $2.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Captrust Financial Advisors | 36.77K | +6.4% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 36.26K | +20.1% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 29.69K | +17.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Focus Partners Wealth | 15.51K | -14.6% | $754,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 15.39K | -30.2% | $748,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 15.39K | -30.2% | $748,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 15.39K | -30.2% | $748,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 14.75K | +0.4% | $717,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 14.38K | -32.0% | $699,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 14.38K | -32.0% | $699,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 13.14K | Yeni | $639,246 | 0.0% | New | 1 | SEC ↗ |
| 75 | Corient Private Wealth LP | 11.03K | +50.7% | $536,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citigroup Inc | 10.84K | -11.9% | $527,243 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Cerity Partners LLC | 9.61K | +9.6% | $467,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 9.48K | -21.3% | $464,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Assetmark, Inc | 9.35K | +7.3% | $454,874 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 7.05K | +8.3% | $342,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Blair William & Co/Il | 6.24K | +0.1% | $303,856 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Nuveen, LLC | 5.91K | Yeni | $287,727 | 0.0% | New | 1 | SEC ↗ |
| 83 | BlackRock ✦ (pasif) | 2.86K | +0.1% | $139,262 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 109 | -76.7% | $5,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 1 | -99.9% | $49 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Citadel Advisors | $4.12M | 0.0% |
| Susquehanna International… | $639,246 | 0.0% |
| Nuveen, LLC | $287,727 | 0.0% |
Çıkıldı
| Tudor Investment Corp Et Al | $4.31M | idi 0.0% |
| Lido Advisors, LLC | $204,709 | idi 0.0% |
| Barclays Plc | $40,640 | 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.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.