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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

68 hedge funds and large institutions have $206M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.17M
3
CL
3
Choreo LLC
Illinois
$2.45M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.75M
5
ICOA
5
Investment Centers of America
North Dakota
$1.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
CS
2
Credit Suisse
Switzerland
$0
3
U
3
UBS
Switzerland
$14.2M
4
RJA
4
Raymond James & Associates
Florida
$4.32M
5
NPC
5
National Planning Corporation
California
$813K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
26
Placemark Investments
Illinois
$1.21M 53,660 +9,578 +22%
KFS
27
KMS Financial Services
Washington
$1.16M 51,524 +10,082 +24%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.12M 49,842 +944 +2%
FHC
29
First Heartland Consultants
Missouri
$1M 44,434 -3,272 -7%
NPC
30
National Planning Corporation
California
$813K 36,042 -37,249 -51%
CA
31
Commerzbank Aktiengesellschaft
Germany
$792K 35,200 +35,200 New
VWM
32
Vector Wealth Management
Minnesota
$786K 34,907 -6,401 -15%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$760K 33,749 +2,561 +8%
Ameriprise
34
Ameriprise
Minnesota
$717K 31,848 +8,243 +35%
BCM
35
Beck Capital Management
Texas
$698K 31,033 -673 -2%
PAG
36
Private Advisor Group
New Jersey
$686K 30,481 +17,320 +132%
RIA
37
Regal Investment Advisors
Michigan
$588K 26,121 +25,794 +7,888%
PFS
38
Prospera Financial Services
Texas
$587K 26,085 -345 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$557K 24,739 -525 -2%
WA
40
WFG Advisors
Texas
$495K 21,996 +4,317 +24%
VFS
41
VSR Financial Services
Kansas
$407K 18,096 +1,622 +10%
Goldman Sachs
42
Goldman Sachs
New York
$373K 16,575 +16,575 New
CA
43
Cetera Advisors
Colorado
$340K 15,009 +2,416 +19%
FAM
44
Formidable Asset Management
Ohio
$326K 14,175 – –
AWM
45
Avior Wealth Management
Nebraska
$322K 14,301 +122 +0.9%
IH
46
IFC Holdings
Florida
$315K 14,148 +3,413 +32%
RJT
47
Raymond James Trust
Florida
$305K 13,571 – –
HFS
48
HL Financial Services
Kentucky
$271K 12,028 -263 -2%
CAN
49
Cetera Advisor Networks
California
$205K 9,093 -3,624 -28%
KIG
50
Kessler Investment Group
Indiana
$204K 9,046 -214 -2%
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