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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

91 hedge funds and large institutions have $333M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
46
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$8.3M
2
ONB
2
Old National Bancorp
Indiana
$2.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$2.46M
5
WP
5
WealthPLAN Partners
Nebraska
$2.28M

Top Sellers

1
CM
1
Churchill Management
California
$425K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Wells Fargo
3
Wells Fargo
California
$29.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$500K 21,481 +1,010 +5%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$452K 19,441 +19,441 New
CM
53
Churchill Management
California
$425K 18,242 -2,890,068 -99%
MIAN
54
Mariner Independent Advisor Network
Kansas
$423K 18,155 +18,155 New
FAM
55
Formidable Asset Management
Ohio
$404K 16,973 +2,798 +20%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$372K 15,994 – –
DADC
57
D.A. Davidson & Co
Montana
$369K 15,858 +3,600 +29%
ALA
58
Atherton Lane Advisers
California
$335K 14,397 -1,285 -8%
RWM
59
Rench Wealth Management
Texas
$330K 14,186 +350 +3%
AWM
60
Avior Wealth Management
Nebraska
$297K 12,770 -947 -7%
MFS
61
MSI Financial Services
Massachusetts
$296K 12,698 -11,642 -48%
CS
62
Credit Suisse
Switzerland
$282K 12,120 +12,120 New
OSNBOA
63
Old Second National Bank of Aurora
Illinois
$267K 11,480 +300 +3%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$265K 11,370 +11,370 New
OC
65
Oppenheimer & Co
New York
$255K 10,945 +10,945 New
AIM
66
Advantage Investment Management
Iowa
$250K 10,749 +1,943 +22%
ICAS
67
Investors Capital Advisory Services
Massachusetts
$219K 9,441 +31 +0.3%
PAS
68
Partnervest Advisory Services
California
$212K 9,108 +51 +0.6%
KIG
69
Kessler Investment Group
Indiana
$192K 8,260 +186 +2%
US Bancorp
70
US Bancorp
Minnesota
$130K 5,583 +1,907 +52%
WCM
71
Wealthcare Capital Management
Virginia
$72K 3,098 +3,098 New
MAA
72
Managed Account Advisors
New Jersey
$62K 2,678 +2,678 New
NFG
73
Next Financial Group
Texas
$54K 2,360 -10,163 -81%
S
74
SignatureFD
Georgia
$45K 1,918 +1,019 +113%
VIA
75
Vantage Investment Advisors
Pennsylvania
$38K 1,644 +822 +100%
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