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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

87 hedge funds and large institutions have $401M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
36
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Churchill Management
California
$69.7M
2
UBS Group
2
UBS Group
Switzerland
$24.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.8M
4
Wells Fargo
4
Wells Fargo
California
$34.1M
5
BTS
5
BB&T Securities
Virginia
$8.44M

Top Sellers

1
ACM
1
Argentus Capital Management
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AP
3
Advisors Preferred
Maryland
$0
4
AF
4
Allworth Financial
California
$5.05M
5
AIG
5
American International Group
New York
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$1.76M 73,544 -988 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.56M 65,066 +8,391 +15%
PI
28
Placemark Investments
Illinois
$1.48M 61,694 +746 +1%
Ameriprise
29
Ameriprise
Minnesota
$1.44M 59,857 +13,065 +28%
FHC
30
First Heartland Consultants
Missouri
$1.42M 59,414 +21,270 +56%
KIA
31
KCM Investment Advisors
California
$1.31M 54,569 +15 +0%
SPC
32
Sigma Planning Corp
Michigan
$1.31M 54,438 +54,438 New
NPC
33
National Planning Corporation
California
$1.3M 54,796 +4,323 +9%
LW
34
Linscomb Wealth
Texas
$1.24M 51,571 – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.13M 46,996 -1,892 -4%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.01M 41,988 +10,602 +34%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$854K 35,627 +586 +2%
PFS
38
Prospera Financial Services
Texas
$779K 32,508 +1,530 +5%
BCM
39
Beck Capital Management
Texas
$736K 30,708 -632 -2%
Jane Street
40
Jane Street
New York
$719K 30,005 +30,005 New
SWP
41
Stratos Wealth Partners
Ohio
$702K 29,287 +29,287 New
VWM
42
Vector Wealth Management
Minnesota
$664K 27,684 -4,011 -13%
RIA
43
Regal Investment Advisors
Michigan
$602K 25,129 -2,244 -8%
CA
44
Cetera Advisors
Colorado
$595K 24,952 +2,406 +11%
WA
45
WFG Advisors
Texas
$584K 24,378 -171 -0.7%
MFS
46
MSI Financial Services
Massachusetts
$583K 24,340 -600 -2%
IH
47
IFC Holdings
Florida
$514K 21,024 +2,709 +15%
RJT
48
Raymond James Trust
Florida
$491K 20,471 +6,900 +51%
BAAM
49
Baker Avenue Asset Management
California
$393K 16,396 +16,396 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$383K 15,994 +2,800 +21%
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