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First Trust Morningstar Dividend Leaders Index Fund

56 hedge funds and large institutions have $161M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q2 according to their latest regulatory filings, with 56 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.22% more ownership

Funds ownership: 0%27.22% (+27%)

Holders
56
Holders Change
+56
Holders Change %
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$30K +$30.2K +1,432 New
NES
52
New England Securities
New York
$30K +$30.6K +1,450 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$21K +$21.1K +1,000 New
BTS
54
BB&T Securities
Virginia
$13.8K +$1.41M +66,989 New
Citigroup
55
Citigroup
New York
$13K +$13.2K +627 New
HCM
56
Highlander Capital Management
New Jersey
$6.5K +$6.64K +315 New

FDL Hedge Fund Activity: Q2 2013 in Review

56 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q2 2013, worth a combined $161M.

Buyers outnumbered sellers: 56 funds opened new FDL positions and 0 closed out — a net gain of 56 holders — while 0 added to existing stakes and 0 trimmed.

  • 56 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $161M of First Trust Morningstar Dividend Leaders Index Fund stock for Q2 2013.
  • 56 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q2 2013 and 0 closed out, a net change of +56 holders.

Based on aggregated 13F filings for Q2 2013.