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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

136 hedge funds and large institutions have $684M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
61
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$25.8M
2
PCM
2
Peak Capital Management
Colorado
$7.62M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$3.63M
5
Ameriprise
5
Ameriprise
Minnesota
$9.95M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$50.6M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$142M
4
Wells Fargo
4
Wells Fargo
California
$62.1M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ONB
51
Old National Bancorp
Indiana
$1.38M 48,858 -1,836 -4%
NWM
52
Northwest Wealth Management
Iowa
$1.35M 48,050 – –
FDCC
53
Foster Dykema Cabot & Co
Massachusetts
$1.22M 43,241 – –
DWM
54
Doyle Wealth Management
Florida
$1.19M 42,258 -1,688 -4%
WI
55
Wintrust Investments
Illinois
$1.18M 42,006 +13,254 +46%
LW
56
Linscomb Wealth
Texas
$1.12M 39,945 – –
AWM
57
AE Wealth Management
Kansas
$1.08M 38,553 +3,836 +11%
DADC
58
D.A. Davidson & Co
Montana
$1.02M 36,218 +1,736 +5%
MC
59
Moors & Cabot
Massachusetts
$1.01M 35,973 -2,735 -7%
AI
60
Atria Investments
North Carolina
$1M 35,686 +2,319 +7%
UCFA
61
United Capital Financial Advisors
Texas
$990K 35,202 +16,287 +86%
SS
62
Simplicity Solutions
Minnesota
$965K 34,290 +5,306 +18%
Stifel Financial
63
Stifel Financial
Missouri
$938K 33,338 +7,114 +27%
CA
64
Cetera Advisors
Colorado
$858K 30,540 +2,491 +9%
Jane Street
65
Jane Street
New York
$846K 30,090 +30,090 New
BTS
66
BB&T Securities
Virginia
$788K 28,004 -5,517 -16%
CFD
67
Creative Financial Designs
Indiana
$763K 27,140 +3,454 +15%
BFG
68
Beacon Financial Group
Texas
$754K 26,852 -118 -0.4%
BRWA
69
B. Riley Wealth Advisors
Florida
$729K 25,885 +277 +1%
SG Americas Securities
70
SG Americas Securities
New York
$709K 25,208 -15,200 -38%
SWP
71
Stratos Wealth Partners
Ohio
$632K 22,474 -4,704 -17%
KA
72
Kovack Advisors
Florida
$628K 22,331 +2,190 +11%
OC
73
Oppenheimer & Co
New York
$626K 22,249 +5,711 +35%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$613K 21,784 -2,153 -9%
RIA
75
Regal Investment Advisors
Michigan
$595K 21,160 +263 +1%
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