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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

177 hedge funds and large institutions have $470M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
24
Increased
38
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
1
HC Advisors
Georgia
$6.22M
2
SKK
2
Shepherd Kaplan Krochuk
Massachusetts
$5.26M
3
CAM
3
Cozad Asset Management
Illinois
$3.4M
4
ECA
4
Elevated Capital Advisors
Utah
$2.53M
5
LPL Financial
5
LPL Financial
California
$37.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$13.4M
3
Truist Financial
3
Truist Financial
North Carolina
$12.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.8M
5
Bank of America
5
Bank of America
North Carolina
$33.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$629K 24,808 -600 -2%
SWP
77
Stratos Wealth Partners
Ohio
$617K 24,326 -1,942 -7%
CIAS
78
Capital Investment Advisory Services
North Carolina
$599K 23,638 +10,296 +77%
SCA
79
Snowden Capital Advisors
New York
$599K 23,607 +2,385 +11%
AIC
80
Ameritas Investment Company
Nebraska
$590K 23,274 -3,227 -12%
RJT
81
Raymond James Trust
Florida
$587K 23,152 +8,436 +57%
BPA
82
Beacon Pointe Advisors
California
$580K 22,902 -3,336 -13%
AWA
83
Arkadios Wealth Advisors
Georgia
$561K 21,834 -5,630 -20%
SPIA
84
Steward Partners Investment Advisory
New York
$547K 21,581 -10,572 -33%
PFS
85
Prospera Financial Services
Texas
$546K 21,529 -9,014 -30%
WI
86
Wintrust Investments
Illinois
$535K 21,098 -6,288 -23%
VF
87
Virtu Financial
New York
$535K 21,096 +21,096 New
WOSD
88
WFA of San Diego
California
$512K 15,800 +15,800 New
CWM
89
Connecticut Wealth Management
Connecticut
$507K 20,000 – –
LA
90
LexAurum Advisors
Kansas
$475K 18,725 +18,725 New
Citigroup
91
Citigroup
New York
$467K 18,402 -10,214 -36%
VFA
92
Voya Financial Advisors
Connecticut
$459K 18,269 -3,150 -15%
SBWM
93
Sunflower Bank Wealth Management
Arizona
$458K 18,050 -415 -2%
MC
94
Moors & Cabot
Massachusetts
$446K 17,625 -350 -2%
CA
95
Continuum Advisory
Idaho
$433K 17,111 -2,395 -12%
WCG
96
Weaver Consulting Group
California
$431K 17,002 -3,943 -19%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$431K 17,001 +2,105 +14%
NA
98
NewEdge Advisors
Louisiana
$424K 16,721 -16,448 -50%
IAIM
99
International Assets Investment Management
Florida
$413K 16,269 -420 -3%
RIA
100
Regal Investment Advisors
Michigan
$388K 15,284 +15,284 New
2 3
4
5 6