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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

112 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
2.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
25
Increased
52
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$55.1M
2
HA
2
Hays Advisory
Tennessee
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
LPL Financial
4
LPL Financial
California
$65.6M
5
SAM
5
Shamrock Asset Management
Texas
$17.3M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$745K
2
IA
2
IFP Advisors
Florida
$697K
3
HFS
3
HL Financial Services
Kentucky
$256K
4
FHC
4
First Heartland Consultants
Missouri
$937K
5
CCS
5
Crosspoint Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$937K 36,513 -26,739 -42%
CAN
52
Cetera Advisor Networks
California
$880K 34,324 +10,312 +43%
MIAN
53
Mariner Independent Advisor Network
Kansas
$749K 29,208 +29,208 New
BFG
54
Beacon Financial Group
Texas
$745K 28,990 -670,351 -96%
BTS
55
BB&T Securities
Virginia
$745K 29,066 -2,969 -9%
RJT
56
Raymond James Trust
Florida
$698K 27,223 +7,942 +41%
IA
57
IFP Advisors
Florida
$697K 23,040 -44,945 -66%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$685K 26,617 +84 +0.3%
SI
59
SII Investments
Wisconsin
$682K 26,550 +15,611 +143%
VAM
60
Visionary Asset Management
Texas
$651K 25,388 +25,388 New
RIA
61
Regal Investment Advisors
Michigan
$607K 23,647 – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$580K 22,595 +1,912 +9%
WA
63
WFG Advisors
Texas
$560K 21,850 +121 +0.6%
OC
64
Oppenheimer & Co
New York
$552K 21,534 +11,773 +121%
VWM
65
Vector Wealth Management
Minnesota
$529K 20,606 +1,284 +7%
CA
66
Cetera Advisors
Colorado
$527K 20,574 +806 +4%
OSNBOA
67
Old Second National Bank of Aurora
Illinois
$519K 20,240 +6,951 +52%
AIM
68
Arcadia Investment Management
Michigan
$496K 19,336 +3,027 +19%
FAM
69
Formidable Asset Management
Ohio
$495K 19,473 -400 -2%
SWP
70
Stratos Wealth Partners
Ohio
$486K 18,947 +7,153 +61%
Millennium Management
71
Millennium Management
New York
$435K 16,978 +16,978 New
DADC
72
D.A. Davidson & Co
Montana
$415K 16,200 -2,601 -14%
TFA
73
Transamerica Financial Advisors
Florida
$405K 15,752 +15,752 New
MC
74
Moors & Cabot
Massachusetts
$387K 15,057 +2,884 +24%
Citigroup
75
Citigroup
New York
$364K 14,198 +12,480 +726%
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