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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

136 hedge funds and large institutions have $684M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
61
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$25.8M
2
PCM
2
Peak Capital Management
Colorado
$7.62M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$3.63M
5
Ameriprise
5
Ameriprise
Minnesota
$9.95M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$50.6M
2
LPL Financial
2
LPL Financial
California
$39.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$142M
4
Wells Fargo
4
Wells Fargo
California
$62.1M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
76
Ahrens Investment Partners
Louisiana
$553K 19,656 +12,603 +179%
AIM
77
Arcadia Investment Management
Michigan
$544K 19,336 – –
FAM
78
Formidable Asset Management
Ohio
$514K 18,275 +1,100 +6%
CFA
79
Cahill Financial Advisors
Minnesota
$496K 17,603 +1,044 +6%
OSNBOA
80
Old Second National Bank of Aurora
Illinois
$495K 17,599 -2,321 -12%
RJT
81
Raymond James Trust
Florida
$480K 17,072 – –
SFG
82
SNS Financial Group
Minnesota
$479K 17,038 – –
PAS
83
Partnervest Advisory Services
California
$476K 16,922 +99 +0.6%
VWA
84
V Wealth Advisors
Kansas
$445K 15,867 +15,867 New
BAAM
85
Baker Avenue Asset Management
California
$443K 15,736 -180 -1%
BCM
86
Barometer Capital Management
Ontario, Canada
$419K 14,900 -2,300 -13%
HFS
87
HL Financial Services
Kentucky
$404K 14,357 +385 +3%
FHC
88
First Heartland Consultants
Missouri
$390K 13,860 +755 +6%
MWAC
89
Mariner Wealth Advisors (Cincinnati)
Ohio
$387K 13,741 -290 -2%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$371K 13,171 +684 +5%
MFBTD
91
MB Financial Bank - Trust Department
Illinois
$370K 13,169 – –
TSS
92
Two Sigma Securities
New York
$355K 12,635 +4,568 +57%
CCB
93
Cutter & Co Brokerage
Missouri
$336K 11,960 +200 +2%
FWM
94
Frontier Wealth Management
Missouri
$327K 11,629 +47 +0.4%
LFAS
95
Level Four Advisory Services
Texas
$308K 10,720 – –
US Bancorp
96
US Bancorp
Minnesota
$285K 10,103 +339 +3%
LWAC
97
Laurel Wealth Advisors (California)
California
$273K 9,709 +1,825 +23%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$271K 9,626 +968 +11%
William Blair & Company
99
William Blair & Company
Illinois
$260K 9,233 – –
VFA
100
Voya Financial Advisors
Connecticut
$256K 9,119 +190 +2%
2 3
4
5 6