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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
70
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.6M
2
RJA
2
Raymond James & Associates
Florida
$18.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M
4
IA
4
IFP Advisors
Florida
$1.1M
5
SI
5
Stephens Inc
Arkansas
$10.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$31.5M
2
Bank of America
2
Bank of America
North Carolina
$46.1M
3
LPL Financial
3
LPL Financial
California
$43.3M
4
LA
4
LexAurum Advisors
Kansas
$843K
5
Morgan Stanley
5
Morgan Stanley
New York
$97.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$4.74M 152,826 -6,632 -4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$4.73M 152,321 +6,624 +5%
KFP
28
KMG Fiduciary Partners
Ohio
$4.65M 149,882 +4,551 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.4M 141,912 +5,138 +4%
CF
30
Centaurus Financial
California
$4.35M 140,152 -1,040 -0.7%
PAG
31
Private Advisor Group
New Jersey
$2.78M 89,609 -1,946 -2%
HIS
32
Harvest Investment Services
Illinois
$2.73M 89,264 +8,555 +11%
ASN
33
Advisory Services Network
Georgia
$2.68M 87,517 – –
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$2.62M 84,367 -983 -1%
BRWA
35
B. Riley Wealth Advisors
Florida
$2.55M 82,053 -950 -1%
WCG
36
Weaver Consulting Group
California
$2.51M 80,337 +673 +0.8%
FLI
37
Family Legacy Inc
South Carolina
$2.33M 71,853 +1,214 +2%
DADC
38
D.A. Davidson & Co
Montana
$2.22M 71,640 +2,859 +4%
FAAS
39
First Allied Advisory Services
California
$2.18M 70,223 -7,297 -9%
CA
40
Cetera Advisors
Colorado
$2.17M 70,013 -3,590 -5%
HFA
41
High Falls Advisors
New York
$2M 64,258 +8,347 +15%
SW
42
SlateStone Wealth
Florida
$1.99M 64,116 -1,189 -2%
QCIG
43
Quad-Cities Investment Group
Iowa
$1.98M 63,822 +7,397 +13%
IWM
44
IHT Wealth Management
Illinois
$1.82M 58,563 -5,862 -9%
CAN
45
Cetera Advisor Networks
California
$1.75M 56,286 +7,092 +14%
HH
46
Hilltop Holdings
Texas
$1.7M 54,818 +2,557 +5%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$1.67M 53,684 +511 +1%
SIG
48
Sargent Investment Group
Maryland
$1.65M 53,247 +6,002 +13%
WS
49
Wedbush Securities
California
$1.5M 48,313 +517 +1%
UBG
50
United Bank (Georgia)
Georgia
$1.44M 46,217 -357 -0.8%
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