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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

91 hedge funds and large institutions have $333M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
46
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$8.3M
2
ONB
2
Old National Bancorp
Indiana
$2.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$2.46M
5
WP
5
WealthPLAN Partners
Nebraska
$2.28M

Top Sellers

1
CM
1
Churchill Management
California
$425K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Wells Fargo
3
Wells Fargo
California
$29.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$31K 1,345 – –
DOA
77
D'Orazio & Associates
Virginia
$25K 1,071 – –
JWA
78
JFS Wealth Advisors
Pennsylvania
$24K 1,033 – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$18K 788 +788 New
WEC
80
Winslow Evans & Crocker
Massachusetts
$15.7K 676 – –
GI
81
Gradient Investments
Minnesota
$13K 579 +395 +215%
CFSG
82
Community Financial Services Group
Vermont
$13K 575 +575 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12K 498 +498 New
TRCT
84
Tower Research Capital (TRC)
New York
$10K 437 +437 New
JFA
85
JNBA Financial Advisors
Minnesota
$9K 371 – –
Creative Planning
86
Creative Planning
Kansas
$7K 300 -1,658 -85%
HCM
87
Highlander Capital Management
New Jersey
$7K 315 – –
PMFA
88
Plante Moran Financial Advisors
Michigan
$3K 134 – –
GWM
89
Gupta Wealth Management
California
$1K 44 +44 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8 352 -1,220 -78%
Millennium Management
91
Millennium Management
New York
– – -75,090 Closed
Jane Street
92
Jane Street
New York
– – -30,005 Closed
WFG
93
Wills Financial Group
Virginia
– – -10,262 Closed
SI
94
SII Investments
Wisconsin
– – -9,403 Closed
Deutsche Bank
95
Deutsche Bank
Germany
– – -4,517 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
– – -3,550 Closed
SFWA
97
Summit Financial Wealth Advisors
Louisiana
– – -1,200 Closed
ASN
98
Advisory Services Network
Georgia
– – -498 Closed
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$0 1 – –
1 2 3
4