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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

177 hedge funds and large institutions have $470M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
24
Increased
38
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
1
HC Advisors
Georgia
$6.22M
2
SKK
2
Shepherd Kaplan Krochuk
Massachusetts
$5.26M
3
CAM
3
Cozad Asset Management
Illinois
$3.4M
4
ECA
4
Elevated Capital Advisors
Utah
$2.53M
5
LPL Financial
5
LPL Financial
California
$37.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$13.4M
3
Truist Financial
3
Truist Financial
North Carolina
$12.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.8M
5
Bank of America
5
Bank of America
North Carolina
$33.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$1.39M 54,906 +10,997 +25%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.24M 48,815 -135,892 -74%
UBG
53
United Bank (Georgia)
Georgia
$1.2M 47,320 +1,084 +2%
PAG
54
Private Advisor Group
New Jersey
$1.18M 46,659 -41,022 -47%
Goldman Sachs
55
Goldman Sachs
New York
$1.16M 45,529 – –
CAN
56
Cetera Advisor Networks
California
$1.12M 44,191 -4,540 -9%
MHS
57
M Holdings Securities
Oregon
$1.04M 41,186 -1,386 -3%
JWCA
58
J.W. Cole Advisors
Florida
$962K 37,933 +37,933 New
AWM
59
AE Wealth Management
Kansas
$956K 37,696 +13,161 +54%
MCCP
60
Mission Creek Capital Partners
California
$952K 37,543 +2,861 +8%
CFGS
61
Concourse Financial Group Securities
Alabama
$885K 34,870 +14,162 +68%
CWM
62
Centric Wealth Management
Illinois
$878K 34,620 +34,620 New
DWM
63
Doyle Wealth Management
Florida
$870K 34,317 -7,383 -18%
LNC
64
Lincoln National Corp
Pennsylvania
$854K 33,656 -12,859 -28%
IA
65
IFG Advisory
Georgia
$840K 33,140 +8,523 +35%
SPC
66
Sigma Planning Corp
Michigan
$811K 31,989 +10,498 +49%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$790K 31,143 -1,297 -4%
OIA
68
OneDigital Investment Advisors
Kansas
$772K 30,425 +2,194 +8%
Mariner
69
Mariner
Kansas
$759K 29,947 -254 -0.8%
OC
70
Oppenheimer & Co
New York
$756K 29,798 +10,246 +52%
LW
71
Linscomb Wealth
Texas
$744K 29,352 – –
GWM
72
Geneos Wealth Management
Colorado
$701K 28,524 +684 +2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$655K 25,811 -1,807 -7%
RFN
74
RDA Financial Network
Iowa
$654K 25,796 -98 -0.4%
WP
75
WealthPLAN Partners
Nebraska
$638K 23,466 -5,005 -18%
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