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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

68 hedge funds and large institutions have $206M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.17M
3
CL
3
Choreo LLC
Illinois
$2.45M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.75M
5
ICOA
5
Investment Centers of America
North Dakota
$1.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
CS
2
Credit Suisse
Switzerland
$0
3
U
3
UBS
Switzerland
$14.2M
4
RJA
4
Raymond James & Associates
Florida
$4.32M
5
NPC
5
National Planning Corporation
California
$813K
Name Market Value Shares Shares
Change 		Shares
Change %
TT
51
Tower Trust
Indiana
$203K 9,026 -300 -3%
DADC
52
D.A. Davidson & Co
Montana
$159K 7,100 -800 -10%
PAS
53
Partnervest Advisory Services
California
$140K 6,210 +1,125 +22%
Deutsche Bank
54
Deutsche Bank
Germany
$89K 3,976 -200 -5%
MFS
55
MSI Financial Services
Massachusetts
$71K 3,148 -2,971 -49%
Citigroup
56
Citigroup
New York
$65K 2,896 +2,258 +354%
US Bancorp
57
US Bancorp
Minnesota
$56K 2,500 – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$39K 1,700 -330 -16%
NES
59
New England Securities
New York
$34K 1,500 – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$32K 1,432 – –
RFA
61
Reilly Financial Advisors
California
$25K 1,092 – –
DOA
62
D'Orazio & Associates
Virginia
$24K 1,071 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$23K 1,000 – –
WEC
64
Winslow Evans & Crocker
Massachusetts
$15.2K 675 -4,030 -86%
JFA
65
JNBA Financial Advisors
Minnesota
$8K 371 +371 New
HCM
66
Highlander Capital Management
New Jersey
$7.09K 315 – –
Creative Planning
67
Creative Planning
Kansas
$7K 320 -1,150 -78%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$6K 250 +250 New
CS
69
Credit Suisse
Switzerland
– – -334,272 Closed
VKH
70
Virtu KCG Holdings
New York
– – -27,329 Closed
VF
71
Virtu Financial
New York
– – -16,346 Closed
CWM
72
Concert Wealth Management
California
– – -12,486 Closed
ASN
73
Advisory Services Network
Georgia
– – -481 Closed
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