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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

112 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
2.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
25
Increased
52
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$55.1M
2
HA
2
Hays Advisory
Tennessee
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
LPL Financial
4
LPL Financial
California
$65.6M
5
SAM
5
Shamrock Asset Management
Texas
$17.3M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$745K
2
IA
2
IFP Advisors
Florida
$697K
3
HFS
3
HL Financial Services
Kentucky
$256K
4
FHC
4
First Heartland Consultants
Missouri
$937K
5
CCS
5
Crosspoint Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$3.76M 146,751 +1,943 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.57M 139,267 +139,267 New
ICOA
28
Investment Centers of America
North Dakota
$3.56M 139,038 +55,810 +67%
Ameriprise
29
Ameriprise
Minnesota
$3.31M 129,174 +65,813 +104%
CL
30
Choreo LLC
Illinois
$3.29M 128,081 +19,372 +18%
SB
31
Suntrust Banks
Georgia
$3.23M 125,892 +87,863 +231%
MFS
32
MSI Financial Services
Massachusetts
$3.15M 122,762 +94,280 +331%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$2.86M 111,672 -5,606 -5%
Jane Street
34
Jane Street
New York
$2.57M 100,163 +51,482 +106%
PFS
35
Prospera Financial Services
Texas
$2.37M 92,452 +65,749 +246%
NPC
36
National Planning Corporation
California
$2.35M 91,038 +29,769 +49%
Stifel Financial
37
Stifel Financial
Missouri
$2.29M 89,324 +89,324 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.14M 83,545 +14,066 +20%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.87M 73,015 +59,917 +457%
FAAS
40
First Allied Advisory Services
California
$1.61M 62,650 -23,259 -27%
ONB
41
Old National Bancorp
Indiana
$1.51M 58,786 -6,704 -10%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.51M 58,523 -21,868 -27%
BRWM
43
B. Riley Wealth Management
Tennessee
$1.43M 55,812 +55,812 New
SPC
44
Sigma Planning Corp
Michigan
$1.43M 55,547 +1,362 +3%
PAG
45
Private Advisor Group
New Jersey
$1.38M 53,917 -2,275 -4%
KIA
46
KCM Investment Advisors
California
$1.37M 53,466 -1,169 -2%
BCM
47
Barometer Capital Management
Ontario, Canada
$1.29M 50,200 -20,100 -29%
GWM
48
Geneos Wealth Management
Colorado
$1.22M 47,544 +47,544 New
AFWA
49
Ancora Family Wealth Advisors
Ohio
$1.15M 44,750 +941 +2%
LW
50
Linscomb Wealth
Texas
$1.05M 40,740 +3,708 +10%
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