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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
70
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.6M
2
RJA
2
Raymond James & Associates
Florida
$18.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M
4
IA
4
IFP Advisors
Florida
$1.1M
5
SI
5
Stephens Inc
Arkansas
$10.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$31.5M
2
Bank of America
2
Bank of America
North Carolina
$46.1M
3
LPL Financial
3
LPL Financial
California
$43.3M
4
LA
4
LexAurum Advisors
Kansas
$843K
5
Morgan Stanley
5
Morgan Stanley
New York
$97.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
76
Moors & Cabot
Massachusetts
$827K 26,631 -894 -3%
CS
77
Credit Suisse
Switzerland
$774K 24,930 +16,309 +189%
OIA
78
OneDigital Investment Advisors
Kansas
$766K 24,678 +23,988 +3,477%
IA
79
IFG Advisory
Georgia
$764K 24,636 +24,636 New
SWM
80
SeaCrest Wealth Management
New York
$751K 24,180 +2,872 +13%
JIP
81
Jaffetilchin Investment Partners
Florida
$673K 21,679 +601 +3%
WI
82
Wintrust Investments
Illinois
$667K 21,496 +141 +0.7%
Jane Street
83
Jane Street
New York
$664K 21,391 +21,391 New
AIC
84
Ameritas Investment Company
Nebraska
$646K 20,815 +2,912 +16%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$638K 20,566 – –
AWM
86
AE Wealth Management
Kansas
$637K 20,526 -8,581 -29%
RW
87
RVW Wealth
California
$631K 20,316 +20,316 New
VFA
88
Voya Financial Advisors
Connecticut
$628K 20,298 +3,807 +23%
CWM
89
Connecticut Wealth Management
Connecticut
$621K 20,000 +10,000 +100%
CFGS
90
Concourse Financial Group Securities
Alabama
$565K 18,192 +7,083 +64%
WWM
91
Western Wealth Management
Colorado
$564K 18,204 – –
RJT
92
Raymond James Trust
Florida
$551K 17,758 +792 +5%
SBWM
93
Sunflower Bank Wealth Management
Arizona
$547K 17,620 -7,625 -30%
NFG
94
Next Financial Group
Texas
$543K 17,503 +2,969 +20%
WEC
95
Winslow Evans & Crocker
Massachusetts
$542K 17,408 -150 -0.9%
OC
96
Oppenheimer & Co
New York
$539K 17,356 -1,065 -6%
ONB
97
Old National Bancorp
Indiana
$537K 17,301 -1,200 -6%
MOS
98
MGO One Seven
Ohio
$521K 16,769 +1,108 +7%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$503K 16,160 -439 -3%
AA
100
Ancora Advisors
Ohio
$502K 16,180 +16,180 New
2 3
4
5 6