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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

112 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
2.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
25
Increased
52
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$55.1M
2
HA
2
Hays Advisory
Tennessee
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
LPL Financial
4
LPL Financial
California
$65.6M
5
SAM
5
Shamrock Asset Management
Texas
$17.3M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$745K
2
IA
2
IFP Advisors
Florida
$697K
3
HFS
3
HL Financial Services
Kentucky
$256K
4
FHC
4
First Heartland Consultants
Missouri
$937K
5
CCS
5
Crosspoint Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWAC
76
Mariner Wealth Advisors (Cincinnati)
Ohio
$352K 13,741 – –
IH
77
IFC Holdings
Florida
$351K 13,672 +1,238 +10%
AWM
78
Avior Wealth Management
Nebraska
$326K 12,715 +83 +0.7%
ICAS
79
Investors Capital Advisory Services
Massachusetts
$318K 12,410 +12,410 New
PAS
80
Partnervest Advisory Services
California
$311K 12,139 +3,587 +42%
SHA
81
Smith Hayes Advisers
Nebraska
$297K 11,597 +6 +0.1%
William Blair & Company
82
William Blair & Company
Illinois
$292K 11,385 +11,385 New
BAAM
83
Baker Avenue Asset Management
California
$290K 11,295 +11,295 New
HFS
84
HL Financial Services
Kentucky
$256K 9,993 -42,370 -81%
RWM
85
Rench Wealth Management
Texas
$241K 9,402 -1,744 -16%
CWM
86
Concert Wealth Management
California
$239K 9,262 -2,042 -18%
BF
87
BOK Financial
Oklahoma
$234K 9,114 – –
CCB
88
Cutter & Co Brokerage
Missouri
$231K 9,000 +9,000 New
LNC
89
Lincoln National Corp
Pennsylvania
$212K 8,264 +8,264 New
CAM
90
Concorde Asset Management
Michigan
$206K 8,035 +8,035 New
CFA
91
Cahill Financial Advisors
Minnesota
$205K 7,966 +7,966 New
US Bancorp
92
US Bancorp
Minnesota
$156K 6,056 +3,785 +167%
AIM
93
Advantage Investment Management
Iowa
$154K 5,990 -152 -2%
MFT
94
Moisand Fitzgerald Tamayo
Florida
$70K 2,717 – –
WEC
95
Winslow Evans & Crocker
Massachusetts
$65K 2,535 +879 +53%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$59K 2,300 -1,118 -33%
NFG
97
Next Financial Group
Texas
$44K 1,750 +390 +29%
MSFP
98
Mark Sheptoff Financial Planning
Connecticut
$33K 1,300 – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$28K 1,110 -235 -17%
Creative Planning
100
Creative Planning
Kansas
$26K 1,019 -342 -25%
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