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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

138 hedge funds and large institutions have $703M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
45
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$8.95M
2
UBS Group
2
UBS Group
Switzerland
$59.8M
3
AG
3
Advisor Group
Arizona
$17.8M
4
Ameriprise
4
Ameriprise
Minnesota
$6.5M
5
PAG
5
Private Advisor Group
New Jersey
$6.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$152M
2
HA
2
Hays Advisory
Tennessee
$0
3
BTS
3
BB&T Securities
Virginia
$965K
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
Wells Fargo
5
Wells Fargo
California
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.33M +$234K +8,112 +6%
CL
27
Choreo LLC
Illinois
$4.14M +$99.4K +3,450 +2%
NPC
28
National Planning Corporation
California
$3.62M +$153K +5,288 +4%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.38M -$69.4K -2,409 -2%
PFS
30
Prospera Financial Services
Texas
$2.77M -$46K -1,598 -2%
JWM
31
Jackson Wealth Management
Florida
$2.67M +$263K +9,143 +11%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.64M -$260K -9,038 -9%
FAAS
33
First Allied Advisory Services
California
$2.51M -$1.21M -41,856 -32%
IA
34
IFP Advisors
Florida
$2.15M +$84.7K +2,941 +4%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.12M +$340K +11,796 +19%
SPC
36
Sigma Planning Corp
Michigan
$2.09M -$151K -5,236 -7%
Citigroup
37
Citigroup
New York
$2.01M -$82.2K -2,854 -4%
UBG
38
United Bank (Georgia)
Georgia
$1.83M -$172K -5,975 -9%
CAN
39
Cetera Advisor Networks
California
$1.8M +$77.3K +2,676 +4%
SCA
40
Snowden Capital Advisors
New York
$1.77M -$737K -25,577 -29%
GWM
41
Geneos Wealth Management
Colorado
$1.62M +$142K +4,924 +10%
FLI
42
Family Legacy Inc
South Carolina
$1.56M +$1.56M +54,140 New
KIA
43
KCM Investment Advisors
California
$1.54M +$663 +23 +0%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.54M +$198K +6,870 +15%
SFG
45
StrategIQ Financial Group
Indiana
$1.51M -$19.5K -676 -1%
ONB
46
Old National Bancorp
Indiana
$1.46M -$170K -5,903 -10%
WEC
47
Winslow Evans & Crocker
Massachusetts
$1.46M -$336K -11,676 -19%
NWM
48
Northwest Wealth Management
Iowa
$1.38M -$73.7K -2,560 -5%
IH
49
IFC Holdings
Florida
$1.38M +$388K +13,486 +39%
DWM
50
Doyle Wealth Management
Florida
$1.27M +$1.27M +43,946 New
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