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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 %
FAM
101
Formidable Asset Management
Ohio
$489K 15,800 -1,900 -11%
SCA
102
Snowden Capital Advisors
New York
$487K 15,679 -149 -0.9%
MHS
103
M Holdings Securities
Oregon
$469K 15,119 +15,119 New
RIA
104
Regal Investment Advisors
Michigan
$466K 14,999 -377 -2%
HR
105
Hayden Royal
North Carolina
$453K 14,598 -72 -0.5%
SPC
106
Sigma Planning Corp
Michigan
$443K 14,287 +1,128 +9%
SS
107
Sunbelt Securities
Texas
$439K 14,134 +14,134 New
CL
108
Choreo LLC
Illinois
$438K 14,105 – –
SFG
109
SNS Financial Group
Minnesota
$432K 13,907 -1,768 -11%
TRCT
110
Tower Research Capital (TRC)
New York
$431K 13,897 +13,763 +10,271%
AI
111
Atria Investments
North Carolina
$420K 13,545 +3,961 +41%
SFG
112
StrategIQ Financial Group
Indiana
$411K 13,232 +63 +0.5%
1IA
113
1834 Investment Advisors
Wisconsin
$405K 13,039 – –
CP
114
Camelot Portfolios
Ohio
$386K 12,450 -680 -5%
FDCC
115
Foster Dykema Cabot & Co
Massachusetts
$365K 11,773 – –
FAIM
116
Financial Advocates Investment Management
Washington
$355K 11,422 +395 +4%
BRWM
117
B. Riley Wealth Management
Tennessee
$325K 10,483 +1,135 +12%
CA
118
Claro Advisors
Massachusetts
$318K 10,251 +305 +3%
PAS
119
Partnervest Advisory Services
California
$316K 10,194 -15 -0.1%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$311K 10,001 +2,191 +28%
FWM
121
Frontier Wealth Management
Missouri
$299K 9,618 +51 +0.5%
PWA
122
Peterson Wealth Advisors
Utah
$282K 9,093 +111 +1%
IFWM
123
Institute for Wealth Management
Colorado
$277K 8,932 -908 -9%
CA
124
Calton & Associates
Florida
$271K 8,731 +638 +8%
UCFA
125
United Capital Financial Advisors
Texas
$264K 8,519 -4,504 -35%
3 4
5
6 7