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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
46
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$8.98M
3
SI
3
Stephens Inc
Arkansas
$8.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$371K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Bank of America
5
Bank of America
North Carolina
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.02M 35,646 +5,049 +17%
ONB
52
Old National Bancorp
Indiana
$995K 34,802 -1,750 -5%
LW
53
Linscomb Wealth
Texas
$976K 34,132 -1,259 -4%
Stifel Financial
54
Stifel Financial
Missouri
$936K 32,642 -1,302 -4%
DADC
55
D.A. Davidson & Co
Montana
$918K 32,102 +4,427 +16%
SBWM
56
Sunflower Bank Wealth Management
Arizona
$894K 31,285 +805 +3%
CA
57
Continuum Advisory
Idaho
$883K 30,885 -145 -0.5%
MC
58
Moors & Cabot
Massachusetts
$812K 28,473 -5,432 -16%
AWM
59
AE Wealth Management
Kansas
$805K 28,161 -7,599 -21%
SFG
60
StrategIQ Financial Group
Indiana
$803K 28,092 -2,661 -9%
TRCT
61
Tower Research Capital (TRC)
New York
$795K 27,796 +4,365 +19%
GFPC
62
Global Financial Private Capital
Florida
$783K 27,382 +6,546 +31%
CA
63
Cetera Advisors
Colorado
$756K 26,452 -2,083 -7%
KIA
64
KCM Investment Advisors
California
$691K 24,157 +16 +0.1%
OC
65
Oppenheimer & Co
New York
$691K 24,182 +481 +2%
WEC
66
Winslow Evans & Crocker
Massachusetts
$676K 23,616 +538 +2%
Citadel Advisors
67
Citadel Advisors
Florida
$662K 23,155 +10,438 +82%
Jane Street
68
Jane Street
New York
$658K 23,005 +3,021 +15%
HFA
69
High Falls Advisors
New York
$652K 22,804 +11,915 +109%
BFG
70
Beacon Financial Group
Texas
$625K 21,863 – –
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$616K 21,537 +11 +0.1%
SWM
72
SeaCrest Wealth Management
New York
$597K 20,886 -1,111 -5%
SWP
73
Stratos Wealth Partners
Ohio
$583K 20,404 +24 +0.1%
SS
74
Simplicity Solutions
Minnesota
$560K 19,579 -7,659 -28%
FAM
75
Formidable Asset Management
Ohio
$555K 19,425 -200 -1%
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