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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 %
BWL
151
Bogart Wealth LLC
Virginia
$71K 2,294 – –
FFC
152
First Financial Corp
Indiana
$58K 1,875 – –
MSFP
153
Mark Sheptoff Financial Planning
Connecticut
$40K 1,300 – –
CTC
154
Central Trust Company
Missouri
$34K 1,100 – –
CFA
155
Carroll Financial Associates
North Carolina
$28K 910 – –
OC
156
Oakworth Capital
Alabama
$27K 880 +768 +686%
NSIM
157
North Star Investment Management
Illinois
$27K 855 +855 New
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$20K 655 +2 +0.3%
HS
159
Horan Securities
United States
$17K 540 – –
AWM
160
AllSquare Wealth Management
New York
$17K 563 – –
S
161
SignatureFD
Georgia
$13K 404 -3,743 -90%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$12K 400 -13,398 -97%
CFD
163
Creative Financial Designs
Indiana
$12K 397 +5 +1%
HCM
164
Highlander Capital Management
New Jersey
$10K 315 – –
FIB
165
First Interstate Bank
Montana
$10K 325 +325 New
FHA
166
Flagship Harbor Advisors
Massachusetts
$7K 227 -948 -81%
GI
167
Gradient Investments
Minnesota
$7K 232 – –
SIS
168
Sound Income Strategies
Florida
$7K 222 – –
ME
169
McIlrath & Eck
Washington
$6K 200 – –
AF
170
Advisornet Financial
Minnesota
$3K 100 – –
CAC
171
Certified Advisory Corp
Florida
$2K 68 – –
BlackRock
172
BlackRock
New York
$2K 62 – –
MCM
173
McMillion Capital Management
North Carolina
$2K 77 – –
Citadel Advisors
174
Citadel Advisors
Florida
– – -9,492 Closed
VWA
175
V Wealth Advisors
Kansas
– – -8,032 Closed
4 5 6
7
8