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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

88 hedge funds and large institutions have $288M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
30
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of America
2
Bank of America
North Carolina
$24.9M
3
BFG
3
Beacon Financial Group
Texas
$30.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.39M
5
Jane Street
5
Jane Street
New York
$1.32M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.4M
2
Citigroup
2
Citigroup
New York
$171K
3
Wells Fargo
3
Wells Fargo
California
$23M
4
RJA
4
Raymond James & Associates
Florida
$8.5M
5
UBS Group
5
UBS Group
Switzerland
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$1.51M 66,165 +1,748 +3%
NPC
27
National Planning Corporation
California
$1.38M 59,443 +1,324 +2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.34M 58,953 +153 +0.3%
Jane Street
29
Jane Street
New York
$1.32M 57,842 +57,842 New
KIA
30
KCM Investment Advisors
California
$1.25M 54,602 +16 +0%
VF
31
Virtu Financial
New York
$1.07M 47,029 +23,986 +104%
Ameriprise
32
Ameriprise
Minnesota
$1.07M 46,933 +3,976 +9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$900K 39,463 +2,416 +7%
CS
34
Credit Suisse
Switzerland
$887K 38,911 +26,791 +221%
LW
35
Linscomb Wealth
Texas
$880K 38,615 -3,681 -9%
PFS
36
Prospera Financial Services
Texas
$833K 36,548 +1,285 +4%
BTS
37
BB&T Securities
Virginia
$789K 34,628 +1,425 +4%
VKH
38
Virtu KCG Holdings
New York
$704K 30,871 +30,871 New
CAN
39
Cetera Advisor Networks
California
$700K 30,011 – –
WP
40
WealthPLAN Partners
Nebraska
$669K 29,351 -68,678 -70%
IH
41
IFC Holdings
Florida
$645K 27,861 +3,477 +14%
BCM
42
Beck Capital Management
Texas
$638K 27,963 -1,872 -6%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$592K 25,945 -23,428 -47%
RIA
44
Regal Investment Advisors
Michigan
$562K 24,674 -150 -0.6%
SWP
45
Stratos Wealth Partners
Ohio
$543K 23,842 -6,907 -22%
CA
46
Cetera Advisors
Colorado
$527K 23,087 -3,618 -14%
WA
47
WFG Advisors
Texas
$506K 22,183 +309 +1%
RJT
48
Raymond James Trust
Florida
$490K 21,481 – –
VWM
49
Vector Wealth Management
Minnesota
$462K 20,263 -4,090 -17%
FAM
50
Formidable Asset Management
Ohio
$398K 17,473 +500 +3%
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