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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

173 hedge funds and large institutions have $603M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
75
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$50.1M
2
BTS
2
BB&T Securities
Virginia
$9.63M
3
Stifel Financial
3
Stifel Financial
Missouri
$6.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.6M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$780K
3
GVAG
3
Great Valley Advisor Group
Delaware
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.2M
5
UBS Group
5
UBS Group
Switzerland
$39.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KFP
26
KMG Fiduciary Partners
Ohio
$4.28M 142,006 +5,962 +4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$4.12M 136,718 +2,460 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.99M 132,063 -13,891 -10%
PAG
29
Private Advisor Group
New Jersey
$2.76M 92,421 -2,311 -2%
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$2.59M 85,859 -3,658 -4%
BRWA
31
B. Riley Wealth Advisors
Florida
$2.48M 82,195 +2,159 +3%
ASN
32
Advisory Services Network
Georgia
$2.45M 81,277 +1,305 +2%
WCG
33
Weaver Consulting Group
California
$2.4M 79,399 +79,399 New
FAAS
34
First Allied Advisory Services
California
$2.38M 78,824 +6,992 +10%
HIS
35
Harvest Investment Services
Illinois
$2.37M 77,918 +3,806 +5%
Jane Street
36
Jane Street
New York
$2.27M 75,247 +26,389 +54%
LA
37
LexAurum Advisors
Kansas
$2.26M 74,997 +74,997 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$2.2M 73,067 -219,003 -75%
FLI
39
Family Legacy Inc
South Carolina
$2.14M 70,193 +1,108 +2%
CS
40
Credit Suisse
Switzerland
$1.97M 65,192 +57,709 +771%
CA
41
Cetera Advisors
Colorado
$1.84M 60,955 +14,521 +31%
DADC
42
D.A. Davidson & Co
Montana
$1.74M 58,053 +2,464 +4%
QCIG
43
Quad-Cities Investment Group
Iowa
$1.63M 54,022 +2,880 +6%
HH
44
Hilltop Holdings
Texas
$1.61M 53,517 +2,177 +4%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$1.6M 53,151 +31 +0.1%
IWM
46
IHT Wealth Management
Illinois
$1.58M 52,393 +42,792 +446%
WS
47
Wedbush Securities
California
$1.53M 50,658 +712 +1%
UBG
48
United Bank (Georgia)
Georgia
$1.42M 46,976 -2,009 -4%
CAN
49
Cetera Advisor Networks
California
$1.4M 46,380 -16,147 -26%
DWM
50
Doyle Wealth Management
Florida
$1.34M 44,539 +1,268 +3%
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