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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
57
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12M
2
BFG
2
Beacon Financial Group
Texas
$8.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$106M
4
LPL Financial
4
LPL Financial
California
$39.8M
5
Wells Fargo
5
Wells Fargo
California
$40.3M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
CL
2
Choreo LLC
Illinois
$597K
3
Bank of America
3
Bank of America
North Carolina
$32.4M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.44M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.36M +$270K +9,920 +7%
HFS
27
HL Financial Services
Kentucky
$4.35M +$3.9M +143,070 +867%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.98M +$113K +4,154 +3%
KFP
29
KMG Fiduciary Partners
Ohio
$3.71M +$3.71M +136,044 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$3.66M +$89.7K +3,292 +3%
PAG
31
Private Advisor Group
New Jersey
$2.58M +$481K +17,678 +23%
KFGK
32
Keystone Financial Group (Kentucky)
Kentucky
$2.44M -$28.9K -1,060 -1%
BRWA
33
B. Riley Wealth Advisors
Florida
$2.18M -$55.8K -2,046 -2%
ASN
34
Advisory Services Network
Georgia
$2.18M +$2.09M +76,617 +2,284%
HIS
35
Harvest Investment Services
Illinois
$2.07M +$2.07M +74,112 New
FAAS
36
First Allied Advisory Services
California
$1.95M +$257K +9,475 +15%
FLI
37
Family Legacy Inc
South Carolina
$1.88M +$12.4K +454 +0.7%
SW
38
SlateStone Wealth
Florida
$1.78M +$1.78M +65,305 New
IA
39
IFP Advisors
Florida
$1.78M -$94.2K -3,478 -5%
CAN
40
Cetera Advisor Networks
California
$1.7M +$29.3K +1,079 +2%
LFAS
41
Level Four Advisory Services
Texas
$1.68M +$1.68M +15,212 New
DADC
42
D.A. Davidson & Co
Montana
$1.51M +$549K +20,143 +57%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$1.45M +$1.45M +53,120 New
HH
44
Hilltop Holdings
Texas
$1.4M +$1.4M +51,340 New
QCIG
45
Quad-Cities Investment Group
Iowa
$1.39M +$12.9K +476 +0.9%
WS
46
Wedbush Securities
California
$1.36M +$55.6K +2,039 +4%
UBG
47
United Bank (Georgia)
Georgia
$1.33M -$40.6K -1,492 -3%
Jane Street
48
Jane Street
New York
$1.33M -$646K -23,704 -33%
CA
49
Cetera Advisors
Colorado
$1.26M +$346K +12,771 +38%
DWM
50
Doyle Wealth Management
Florida
$1.18M +$29.9K +1,099 +3%
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