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First Trust Morningstar Dividend Leaders Index Fund
FDL

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.

New
Increased
Maintained
Reduced
Closed

27.22% more ownership

Funds ownership: 0% → 27.22% (+27%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Placemark Investments
Illinois
$825K +$842K +39,948 New
JP Morgan Chase
27
JP Morgan Chase
New York
$704K +$720K +34,137 New
Ameriprise
28
Ameriprise
Minnesota
$693K +$708K +33,593 New
VF
29
Virtu Financial
New York
$692K +$707K +33,530 New
FHC
30
First Heartland Consultants
Missouri
$626K +$640K +30,358 New
RIA
31
Regal Investment Advisors
Michigan
$597K +$611K +28,954 New
NPC
32
National Planning Corporation
California
$565K +$578K +27,395 New
HighTower Advisors
33
HighTower Advisors
Illinois
$543K +$555K +26,297 New
DS
34
DRW Securities
Illinois
$417K +$426K +20,219 New
WA
35
WFG Advisors
Texas
$353K +$361K +17,121 New
VFS
36
VSR Financial Services
Kansas
$348K +$355K +16,847 New
AA
37
AlphaMark Advisors
Kentucky
$324K +$332K +15,721 New
Macquarie Group
38
Macquarie Group
Australia
$303K +$310K +14,685 New
KFS
39
KMS Financial Services
Washington
$256K +$262K +12,432 New
TT
40
Tower Trust
Indiana
$253K +$258K +12,257 New
HFS
41
HL Financial Services
Kentucky
$248K +$254K +12,041 New
CAN
42
Cetera Advisor Networks
California
$214K +$219K +10,397 New
RJT
43
Raymond James Trust
Florida
$205K +$210K +9,981 New
KIG
44
Kessler Investment Group
Indiana
$185K +$190K +8,990 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$168K +$171K +8,124 New
Deutsche Bank
46
Deutsche Bank
Germany
$86K +$88.1K +4,176 New
Creative Planning
47
Creative Planning
Kansas
$74K +$75.4K +3,574 New
MFS
48
MSI Financial Services
Massachusetts
$58K +$59.1K +2,802 New
PAS
49
Partnervest Advisory Services
California
$35K +$35.9K +1,703 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$34K +$35.9K +1,700 New
1
2
3

FDL Hedge Fund Activity: Q2 2013 in Review

56 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q2 2013, worth a combined $161M.

Buyers outnumbered sellers: 56 funds opened new FDL positions and 0 closed out — a net gain of 56 holders — while 0 added to existing stakes and 0 trimmed.

  • 56 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $161M of First Trust Morningstar Dividend Leaders Index Fund stock for Q2 2013.
  • 56 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q2 2013 and 0 closed out, a net change of +56 holders.

Based on aggregated 13F filings for Q2 2013.