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First Trust Morningstar Dividend Leaders Index Fund
FDL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 112 M +USD 25.3 M +1,044,868 +31%
LPL Financial
2
LPL Financial
California
USD 65.6 M +USD 24.1 M +993,246 +63%
Bank of America
3
Bank of America
North Carolina
USD 65.5 M +USD 16.2 M +667,498 +35%
Wells Fargo
4
Wells Fargo
California
USD 55.1 M +USD 28.4 M +1,172,233 +120%
UBS Group
5
UBS Group
Switzerland
USD 36.9 M +USD 12.5 M +515,372 +56%
Hays Advisory
6
Hays Advisory
Tennessee
USD 27.3 M +USD 25.9 M +1,065,846 Nuevas
SAM
7
Shamrock Asset Management
Texas
USD 17.3 M +USD 16.3 M +672,955 Nuevas
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 17.2 M +USD 7.41 M +305,466 +84%
Jaffetilchin Investment Partners
9
Jaffetilchin Investment Partners
Florida
USD 15.2 M +USD 3.05 M +125,542 +27%
Meritage Portfolio Management
10
Meritage Portfolio Management
Kansas
USD 13.7 M +USD 13 M +535,255 Nuevas
Credit Suisse
11
Credit Suisse
Switzerland
USD 11.1 M +USD 9.9 M +406,548 +1,512%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
USD 10.6 M +USD 1.85 M +76,375 +23%
American International Group
13
American International Group
New York
USD 9.08 M +USD 6.1 M +251,610 +246%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 9.05 M +USD 892 k +36,784 +12%
Janney Capital Management
15
Janney Capital Management
Pennsylvania
USD 8.97 M +USD 317 k +13,086 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 8.57 M +USD 2.2 M +90,598 +37%
Goldman Sachs
17
Goldman Sachs
New York
USD 7.29 M +USD 829 k +34,169 +14%
Raymond James Financial Services Advisors
18
Raymond James Financial Services Advisors
Florida
USD 6.49 M +USD 2.84 M +117,027 +86%
CFP
19
Cornerstone Financial Partners
North Carolina
USD 5.45 M +USD 5.16 M +212,701 Nuevas
Allworth Financial
20
Allworth Financial
California
USD 5.26 M -USD 202 k -8,315 -4%
Stephens Inc
21
Stephens Inc
Arkansas
USD 5.08 M +USD 1.15 M +47,246 +31%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 5.04 M +USD 2.71 M +111,779 +132%
VFS
23
VSR Financial Services
Kansas
USD 4.88 M +USD 4.62 M +190,373 Nuevas
First Horizon Advisors
24
First Horizon Advisors
Tennessee
USD 4.46 M +USD 4.2 M +173,085 Nuevas
Advisors Preferred
25
Advisors Preferred
Maryland
USD 3.88 M +USD 3.67 M +151,265 Nuevas
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