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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
46
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$8.98M
3
SI
3
Stephens Inc
Arkansas
$8.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$371K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Bank of America
5
Bank of America
North Carolina
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
151
Northern Trust
Illinois
– – -7,542 Closed
LNC
152
Lincoln National Corp
Pennsylvania
– – -7,431 Closed
VFA
153
Voya Financial Advisors
Connecticut
– – -7,165 Closed
NFG
154
Next Financial Group
Texas
– – -7,113 Closed
AIM
155
Advantage Investment Management
Iowa
$0 16 -6,515 -100%
HFP
156
Holistic Financial Partners
Indiana
– – -3,293 Closed
RCAG
157
Rehmann Capital Advisory Group
Michigan
– – -1,966 Closed
AA
158
AlphaMark Advisors
Kentucky
– – -1,400 Closed
APP
159
Avantax Planning Partners
Iowa
– – -1,229 Closed
WDL
160
Well Done LLC
Michigan
– – -1,045 Closed
CCA
161
Clearwater Capital Advisors
Illinois
– – -309 Closed
WAS
162
WESPAC Advisors SoCal
California
– – -300 Closed
RFM
163
Royal Fund Management
Florida
– – -223 Closed
MA
164
MCF Advisors
Kentucky
– – -95 Closed
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
– – -38 Closed
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$0 1 – –
GTAM
167
Global Trust Asset Management
Florida
$0 1 – –
3 4 5 6
7