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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 %
BRWM
126
B. Riley Wealth Management
Tennessee
$210K 8,267 -1,279 -13%
EWM
127
EPG Wealth Management
Georgia
$208K 8,203 +96 +1%
WWM
128
Western Wealth Management
Colorado
$206K 8,125 -12,447 -61%
APA
129
American Portfolios Advisors
New York
$188K 7,429 +836 +13%
BAM
130
Bellevue Asset Management
Washington
$179K 7,044 – –
IA
131
IFP Advisors
Florida
$157K 6,234 – –
SFPG
132
Stonebridge Financial Planning Group
Florida
$137K 5,380 -693 -11%
SWM
133
Sugarloaf Wealth Management
Georgia
$119K 4,682 -25 -0.5%
PB
134
Pinnacle Bancorp
Nebraska
$118K 4,635 -680 -13%
BFC
135
Bedel Financial Consulting
Indiana
$110K 4,328 – –
AP
136
Arlington Partners
Alabama
$93K 3,670 – –
GRP
137
Global Retirement Partners
California
$82K 3,241 – –
US Bancorp
138
US Bancorp
Minnesota
$80K 3,143 – –
Deutsche Bank
139
Deutsche Bank
Germany
$76K 2,994 +2,994 New
EP
140
Eudaimonia Partners
Tennessee
$68K 2,664 +1,011 +61%
BEI
141
Benjamin Edwards Inc
Missouri
$66K 2,589 +1,143 +79%
BWL
142
Bogart Wealth LLC
Virginia
$58K 2,294 – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$55K 2,179 +700 +47%
CWC
144
Carolinas Wealth Consulting
North Carolina
$50K 1,963 +1,963 New
FFC
145
First Financial Corp
Indiana
$48K 1,875 – –
MA
146
MUFG Americas
New York
$41K 1,620 – –
WB
147
West Bancorporation
Iowa
$32K 1,275 – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$24K 961 -4,759 -83%
CFA
149
Carroll Financial Associates
North Carolina
$23K 910 – –
OC
150
Oakworth Capital
Alabama
$22K 880 – –
4 5
6
7 8