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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
46
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$8.98M
3
SI
3
Stephens Inc
Arkansas
$8.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$371K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Bank of America
5
Bank of America
North Carolina
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Claraphi Advisory Network
United States
$520K 18,191 +81 +0.4%
VWA
77
V Wealth Advisors
Kansas
$502K 17,196 -4,846 -22%
CFA
78
Cahill Financial Advisors
Minnesota
$490K 17,105 -179 -1%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$475K 16,624 +1,192 +8%
HFS
80
HL Financial Services
Kentucky
$472K 16,502 -635 -4%
SFG
81
SNS Financial Group
Minnesota
$467K 16,338 – –
RIA
82
Regal Investment Advisors
Michigan
$458K 16,026 – –
SPC
83
Sigma Planning Corp
Michigan
$439K 15,356 -25,541 -62%
PAS
84
Partnervest Advisory Services
California
$405K 14,159 -2,771 -16%
AIP
85
Ahrens Investment Partners
Louisiana
$389K 13,600 +200 +1%
1IA
86
1834 Investment Advisors
Wisconsin
$378K 13,199 – –
MFBTD
87
MB Financial Bank - Trust Department
Illinois
$377K 13,169 – –
UCFA
88
United Capital Financial Advisors
Texas
$371K 12,981 +12,981 New
RJT
89
Raymond James Trust
Florida
$364K 12,710 -144 -1%
FAIM
90
Financial Advocates Investment Management
Washington
$355K 12,444 -5,884 -32%
MWAC
91
Mariner Wealth Advisors (Cincinnati)
Ohio
$349K 12,197 – –
FWM
92
Frontier Wealth Management
Missouri
$339K 11,844 +53 +0.4%
BF
93
BOK Financial
Oklahoma
$301K 10,541 +2,710 +35%
IWM
94
IHT Wealth Management
Illinois
$295K 10,324 -1,570 -13%
KA
95
Kovack Advisors
Florida
$280K 9,805 -4,669 -32%
LWAC
96
Laurel Wealth Advisors (California)
California
$277K 9,710 +1 +0%
CCB
97
Cutter & Co Brokerage
Missouri
$263K 9,212 -2,100 -19%
VF
98
Virtu Financial
New York
$257K 9,001 -91,100 -91%
PWA
99
Peterson Wealth Advisors
Utah
$248K 8,659 -6,281 -42%
MHS
100
M Holdings Securities
Oregon
$239K 8,359 -77 -0.9%
2 3
4
5 6