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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

91 hedge funds and large institutions have $333M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
46
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$8.3M
2
ONB
2
Old National Bancorp
Indiana
$2.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$2.46M
5
WP
5
WealthPLAN Partners
Nebraska
$2.28M

Top Sellers

1
CM
1
Churchill Management
California
$425K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Wells Fargo
3
Wells Fargo
California
$29.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$2.1M 90,112 +16,568 +23%
VFS
27
VSR Financial Services
Kansas
$2.07M 88,787 -12,674 -12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.61M 69,307 +4,241 +7%
FHC
29
First Heartland Consultants
Missouri
$1.5M 64,568 +5,154 +9%
SPC
30
Sigma Planning Corp
Michigan
$1.5M 64,417 +9,979 +18%
NPC
31
National Planning Corporation
California
$1.39M 58,119 +3,323 +6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.37M 58,800 +58,531 +21,759%
KIA
33
KCM Investment Advisors
California
$1.27M 54,586 +17 +0%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.15M 49,373 +2,377 +5%
Ameriprise
35
Ameriprise
Minnesota
$1M 42,957 -16,900 -28%
LW
36
Linscomb Wealth
Texas
$985K 42,296 -9,275 -18%
HighTower Advisors
37
HighTower Advisors
Illinois
$983K 42,199 +211 +0.5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$862K 37,047 +1,420 +4%
BAAM
39
Baker Avenue Asset Management
California
$833K 35,802 +19,406 +118%
PFS
40
Prospera Financial Services
Texas
$821K 35,263 +2,755 +8%
SWP
41
Stratos Wealth Partners
Ohio
$718K 30,749 +1,462 +5%
CAN
42
Cetera Advisor Networks
California
$700K 30,011 +16,371 +120%
BCM
43
Beck Capital Management
Texas
$694K 29,835 -873 -3%
CA
44
Cetera Advisors
Colorado
$622K 26,705 +1,753 +7%
RIA
45
Regal Investment Advisors
Michigan
$578K 24,824 -305 -1%
IH
46
IFC Holdings
Florida
$570K 24,384 +3,360 +16%
VWM
47
Vector Wealth Management
Minnesota
$567K 24,353 -3,331 -12%
CAM
48
Concorde Asset Management
Michigan
$550K 23,644 +8,256 +54%
VF
49
Virtu Financial
New York
$536K 23,043 +23,043 New
WA
50
WFG Advisors
Texas
$509K 21,874 -2,504 -10%
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