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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 %
NFG
101
Next Financial Group
Texas
$385K 15,172 -2,459 -14%
FAM
102
Formidable Asset Management
Ohio
$375K 14,375 +14,375 New
AA
103
Ancora Advisors
Ohio
$368K 14,507 – –
SS
104
Simplicity Solutions
Minnesota
$365K 14,388 +3,434 +31%
ACA
105
Aptus Capital Advisors
Alabama
$349K 13,798 -14,310 -51%
1IA
106
1834 Investment Advisors
Wisconsin
$331K 13,039 – –
MOS
107
MGO One Seven
Ohio
$327K 12,910 -2,116 -14%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$324K 12,795 -2,208 -15%
XS
109
XR Securities
Illinois
$303K 11,967 +11,967 New
1W
110
1776 Wealth
Georgia
$301K 11,900 -11,900 -50%
PA
111
PSI Advisors
Florida
$290K 11,467 – –
FTUS
112
Flow Traders U.S.
New York
$287K 11,318 +11,318 New
SFG
113
StrategIQ Financial Group
Indiana
$284K 11,201 -588 -5%
TFA
114
Teamwork Financial Advisors
Texas
$280K 11,043 -3,636 -25%
OPS
115
Orion Portfolio Solutions
Nebraska
$270K 10,666 +71 +0.7%
HR
116
Hayden Royal
North Carolina
$264K 10,410 -3,961 -28%
FAIM
117
Financial Advocates Investment Management
Washington
$261K 10,296 +418 +4%
ONB
118
Old National Bancorp
Indiana
$260K 10,247 -4,582 -31%
OPA
119
Old Port Advisors
Maine
$249K 9,809 – –
SS
120
Sunbelt Securities
Texas
$246K 9,708 +9,708 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260 – –
KA
122
Kovack Advisors
Florida
$241K 9,496 +9,496 New
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$227K 8,936 +8,936 New
Bank of New York Mellon
124
Bank of New York Mellon
New York
$225K 8,891 +8,891 New
Creative Planning
125
Creative Planning
Kansas
$212K 8,351 +8,351 New
3 4
5
6 7