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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
46
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$8.98M
3
SI
3
Stephens Inc
Arkansas
$8.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$371K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Bank of America
5
Bank of America
North Carolina
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$4.44M 155,185 +1,316 +0.9%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.17M 145,775 -1,248 -0.8%
CL
28
Choreo LLC
Illinois
$3.95M 138,220 -4,648 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.68M 128,687 +9,279 +8%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.8M 98,026 +808 +0.8%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$2.64M 92,564 -3,250 -3%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$2.63M 92,009 +4,383 +5%
SCA
33
Snowden Capital Advisors
New York
$2.44M 85,184 -9,776 -10%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.34M 81,756 +6,070 +8%
IA
35
IFP Advisors
Florida
$2.08M 72,660 -4,759 -6%
FLI
36
Family Legacy Inc
South Carolina
$1.96M 68,378 +1,560 +2%
AI
37
Atria Investments
North Carolina
$1.94M 67,809 +841 +1%
CS
38
Credit Suisse
Switzerland
$1.83M 63,903 -46,355 -42%
PFS
39
Prospera Financial Services
Texas
$1.67M 58,051 -15,756 -21%
PAG
40
Private Advisor Group
New Jersey
$1.66M 58,225 -131,008 -69%
CAN
41
Cetera Advisor Networks
California
$1.57M 54,746 -2,163 -4%
UBG
42
United Bank (Georgia)
Georgia
$1.53M 53,579 -2,802 -5%
QCIG
43
Quad-Cities Investment Group
Iowa
$1.45M 50,776 -969 -2%
Citigroup
44
Citigroup
New York
$1.44M 50,244 -2,430 -5%
WS
45
Wedbush Securities
California
$1.38M 48,078 +367 +0.8%
GWM
46
Geneos Wealth Management
Colorado
$1.32M 46,149 -2,226 -5%
NWM
47
Northwest Wealth Management
Iowa
$1.29M 45,087 -255 -0.6%
DWM
48
Doyle Wealth Management
Florida
$1.18M 41,422 +383 +0.9%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.13M 39,814 -9,598 -19%
WI
50
Wintrust Investments
Illinois
$1.11M 38,893 -5,069 -12%
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