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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

55 hedge funds and large institutions have $194M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
25
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$25.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.52M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.73M
5
SI
5
Stephens Inc
Arkansas
$2.13M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
U
2
UBS
Switzerland
$12.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.06M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$907K 43,523 +1,335 +3%
PI
27
Placemark Investments
Illinois
$848K 40,700 +752 +2%
Ameriprise
28
Ameriprise
Minnesota
$729K 34,974 +1,381 +4%
PFS
29
Prospera Financial Services
Texas
$720K 34,367 -8,408 -20%
VF
30
Virtu Financial
New York
$616K 29,599 -3,931 -12%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$578K 27,741 -6,396 -19%
KFS
32
KMS Financial Services
Washington
$572K 27,433 +15,001 +121%
HighTower Advisors
33
HighTower Advisors
Illinois
$558K 26,755 +458 +2%
RIA
34
Regal Investment Advisors
Michigan
$538K 25,795 -3,159 -11%
KIG
35
Kessler Investment Group
Indiana
$424K 20,369 +11,379 +127%
CAN
36
Cetera Advisor Networks
California
$412K 19,822 +9,425 +91%
WA
37
WFG Advisors
Texas
$366K 17,558 +437 +3%
VFS
38
VSR Financial Services
Kansas
$337K 16,152 -695 -4%
DADC
39
D.A. Davidson & Co
Montana
$323K 15,500 +15,500 New
FAM
40
Formidable Asset Management
Ohio
$309K 14,775 +14,775 New
RJT
41
Raymond James Trust
Florida
$283K 13,571 +3,590 +36%
HFS
42
HL Financial Services
Kentucky
$251K 12,041 – –
IH
43
IFC Holdings
Florida
$225K 10,693 +10,693 New
TT
44
Tower Trust
Indiana
$215K 10,311 -1,946 -16%
Deutsche Bank
45
Deutsche Bank
Germany
$174K 8,352 +4,176 +100%
PAS
46
Partnervest Advisory Services
California
$61K 2,943 +1,240 +73%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$36K 1,700 – –
NES
48
New England Securities
New York
$30K 1,450 – –
BFEC
49
Benjamin F. Edwards & Company
Missouri
$30K 1,432 – –
Creative Planning
50
Creative Planning
Kansas
$26K 1,250 -2,324 -65%
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