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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

87 hedge funds and large institutions have $401M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
36
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Churchill Management
California
$69.7M
2
UBS Group
2
UBS Group
Switzerland
$24.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.8M
4
Wells Fargo
4
Wells Fargo
California
$34.1M
5
BTS
5
BB&T Securities
Virginia
$8.44M

Top Sellers

1
ACM
1
Argentus Capital Management
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AP
3
Advisors Preferred
Maryland
$0
4
AF
4
Allworth Financial
California
$5.05M
5
AIG
5
American International Group
New York
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
ALA
51
Atherton Lane Advisers
California
$376K 15,682 -5,230 -25%
CAM
52
Concorde Asset Management
Michigan
$371K 15,388 +15,388 New
FAM
53
Formidable Asset Management
Ohio
$340K 14,175 – –
RWM
54
Rench Wealth Management
Texas
$332K 13,836 +78 +0.6%
AWM
55
Avior Wealth Management
Nebraska
$329K 13,717 +120 +0.9%
CAN
56
Cetera Advisor Networks
California
$325K 13,640 +1,215 +10%
NFG
57
Next Financial Group
Texas
$300K 12,523 -731 -6%
DADC
58
D.A. Davidson & Co
Montana
$293K 12,258 -500 -4%
OSNBOA
59
Old Second National Bank of Aurora
Illinois
$268K 11,180 +11,180 New
WFG
60
Wills Financial Group
Virginia
$245K 10,262 +262 +3%
ICAS
61
Investors Capital Advisory Services
Massachusetts
$225K 9,410 +9,410 New
SI
62
SII Investments
Wisconsin
$224K 9,403 -3,760 -29%
PAS
63
Partnervest Advisory Services
California
$217K 9,057 +9,057 New
AIM
64
Advantage Investment Management
Iowa
$211K 8,806 +8,806 New
KIG
65
Kessler Investment Group
Indiana
$194K 8,074 -451 -5%
Citigroup
66
Citigroup
New York
$125K 5,229 +1,504 +40%
Deutsche Bank
67
Deutsche Bank
Germany
$108K 4,517 -600 -12%
US Bancorp
68
US Bancorp
Minnesota
$88K 3,676 – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$56K 2,302 -2,583 -53%
Creative Planning
70
Creative Planning
Kansas
$47K 1,958 +1,658 +553%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$32K 1,345 – –
NES
72
New England Securities
New York
$30K 1,253 -1,200 -49%
SFWA
73
Summit Financial Wealth Advisors
Louisiana
$29K 1,200 +1,200 New
DOA
74
D'Orazio & Associates
Virginia
$26K 1,071 – –
JWA
75
JFS Wealth Advisors
Pennsylvania
$25K 1,033 -73 -7%
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