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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
70
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.6M
2
RJA
2
Raymond James & Associates
Florida
$18.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M
4
IA
4
IFP Advisors
Florida
$1.1M
5
SI
5
Stephens Inc
Arkansas
$10.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$31.5M
2
Bank of America
2
Bank of America
North Carolina
$46.1M
3
LPL Financial
3
LPL Financial
California
$43.3M
4
LA
4
LexAurum Advisors
Kansas
$843K
5
Morgan Stanley
5
Morgan Stanley
New York
$97.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$1.41M 45,518 +7,056 +18%
AAS
52
Avantax Advisory Services
Texas
$1.37M 43,993 +14,005 +47%
BTS
53
BB&T Securities
Virginia
$1.35M 43,525 +662 +2%
DWM
54
Doyle Wealth Management
Florida
$1.34M 43,105 -498 -1%
VF
55
Virtu Financial
New York
$1.28M 41,324 +1,820 +5%
NA
56
NewEdge Advisors
Louisiana
$1.23M 39,746 -953 -2%
LNC
57
Lincoln National Corp
Pennsylvania
$1.2M 38,535 +24,712 +179%
GWM
58
Geneos Wealth Management
Colorado
$1.11M 35,739 +80 +0.2%
IA
59
IFP Advisors
Florida
$1.1M 35,632 +35,632 New
SPIA
60
Steward Partners Investment Advisory
New York
$1.1M 35,340 +24,004 +212%
GSWM
61
Golden State Wealth Management
California
$1.06M 34,230 -1,000 -3%
NWM
62
Northwest Wealth Management
Iowa
$1.04M 33,609 – –
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.04M 33,487 +472 +1%
LW
64
Linscomb Wealth
Texas
$1.02M 32,845 – –
PFS
65
Prospera Financial Services
Texas
$987K 31,798 -7,141 -18%
RFN
66
RDA Financial Network
Iowa
$987K 30,719 -2,332 -7%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$918K 29,580 -12,510 -30%
Mariner
68
Mariner
Kansas
$911K 29,336 +11,789 +67%
Citigroup
69
Citigroup
New York
$888K 28,611 -20 -0.1%
WP
70
WealthPLAN Partners
Nebraska
$888K 27,497 +27,497 New
SWP
71
Stratos Wealth Partners
Ohio
$885K 28,512 +1,097 +4%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$846K 27,246 +1,768 +7%
LA
73
LexAurum Advisors
Kansas
$843K 27,173 -76,473 -74%
CA
74
Continuum Advisory
Idaho
$842K 27,516 -1,200 -4%
BPWA
75
Beacon Pointe Wealth Advisors
California
$838K 26,969 -1,234 -4%
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