FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

177 hedge funds and large institutions have $470M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
24
Increased
38
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
1
HC Advisors
Georgia
$6.22M
2
SKK
2
Shepherd Kaplan Krochuk
Massachusetts
$5.26M
3
CAM
3
Cozad Asset Management
Illinois
$3.4M
4
ECA
4
Elevated Capital Advisors
Utah
$2.53M
5
LPL Financial
5
LPL Financial
California
$37.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$13.4M
3
Truist Financial
3
Truist Financial
North Carolina
$12.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.8M
5
Bank of America
5
Bank of America
North Carolina
$33.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Cozad Asset Management
Illinois
$3.4M 134,092 +134,092 New
CF
27
Centaurus Financial
California
$3.21M 126,473 -9,044 -7%
LS
28
Leelyn Smith
Illinois
$3.03M 119,428 +675 +0.6%
HIS
29
Harvest Investment Services
Illinois
$3.03M 119,297 +32,312 +37%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.89M 113,790 -32,681 -22%
DADC
31
D.A. Davidson & Co
Montana
$2.75M 108,581 +4,240 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.61M 102,752 -32,100 -24%
ECA
33
Elevated Capital Advisors
Utah
$2.53M 92,175 +92,175 New
KFP
34
KMG Fiduciary Partners
Ohio
$2.46M 97,007 -15,921 -14%
HFA
35
High Falls Advisors
New York
$2.27M 89,315 -654 -0.7%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$2.19M 86,201 -105 -0.1%
AAS
37
Avantax Advisory Services
Texas
$2.16M 85,207 -7,935 -9%
CA
38
Cetera Advisors
Colorado
$2.13M 83,894 -420 -0.5%
TCWM
39
Total Clarity Wealth Management
Illinois
$2.09M 82,294 -2,038 -2%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.94M 76,275 -34,975 -31%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.89M 74,569 +306 +0.4%
FAAS
42
First Allied Advisory Services
California
$1.87M 73,687 -3,324 -4%
TRCT
43
Tower Research Capital (TRC)
New York
$1.86M 73,244 +10,479 +17%
ASN
44
Advisory Services Network
Georgia
$1.81M 71,546 -4,953 -6%
WS
45
Wedbush Securities
California
$1.8M 70,986 +936 +1%
SIG
46
Sargent Investment Group
Maryland
$1.78M 70,383 +2,869 +4%
QCIG
47
Quad-Cities Investment Group
Iowa
$1.69M 66,708 -2,590 -4%
APW
48
Austin Private Wealth
Texas
$1.62M 64,033 +5,048 +9%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.55M 61,014 +9,482 +18%
Citadel Advisors
50
Citadel Advisors
Florida
$1.42M 55,946 +22,941 +70%
1
2
3 4 5