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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

56 hedge funds and large institutions have $161M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q2 according to their latest regulatory filings, with 56 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
56
Holders Change
+56
Holders Change %
–
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
56
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
Bank of America
2
Bank of America
North Carolina
$27.5M
3
U
3
UBS
Switzerland
$14.7M
4
LPL Financial
4
LPL Financial
California
$12.9M
5
Wells Fargo
5
Wells Fargo
California
$12.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PI
26
Placemark Investments
Illinois
$825K 39,948 +39,948 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$704K 34,137 +34,137 New
Ameriprise
28
Ameriprise
Minnesota
$693K 33,593 +33,593 New
VF
29
Virtu Financial
New York
$692K 33,530 +33,530 New
FHC
30
First Heartland Consultants
Missouri
$626K 30,358 +30,358 New
RIA
31
Regal Investment Advisors
Michigan
$597K 28,954 +28,954 New
NPC
32
National Planning Corporation
California
$565K 27,395 +27,395 New
HighTower Advisors
33
HighTower Advisors
Illinois
$543K 26,297 +26,297 New
DS
34
DRW Securities
Illinois
$417K 20,219 +20,219 New
WA
35
WFG Advisors
Texas
$353K 17,121 +17,121 New
VFS
36
VSR Financial Services
Kansas
$348K 16,847 +16,847 New
AA
37
AlphaMark Advisors
Kentucky
$324K 15,721 +15,721 New
Macquarie Group
38
Macquarie Group
Australia
$303K 14,685 +14,685 New
KFS
39
KMS Financial Services
Washington
$256K 12,432 +12,432 New
TT
40
Tower Trust
Indiana
$253K 12,257 +12,257 New
HFS
41
HL Financial Services
Kentucky
$248K 12,041 +12,041 New
CAN
42
Cetera Advisor Networks
California
$214K 10,397 +10,397 New
RJT
43
Raymond James Trust
Florida
$205K 9,981 +9,981 New
KIG
44
Kessler Investment Group
Indiana
$185K 8,990 +8,990 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$168K 8,124 +8,124 New
Deutsche Bank
46
Deutsche Bank
Germany
$86K 4,176 +4,176 New
Creative Planning
47
Creative Planning
Kansas
$74K 3,574 +3,574 New
MFS
48
MSI Financial Services
Massachusetts
$58K 2,802 +2,802 New
PAS
49
Partnervest Advisory Services
California
$35K 1,703 +1,703 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$34K 1,700 +1,700 New
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