FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

Holders
175
Holders Change
-35
Holders Change %
-16.67%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
17
Increased
54
Reduced
75
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.3M
2
SFG
2
SNS Financial Group
Minnesota
$6.47M
3
Truist Financial
3
Truist Financial
North Carolina
$16.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.13M
5
SL
5
Salomon & Ludwin
Virginia
$10.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.87M
3
Wells Fargo
3
Wells Fargo
California
$33.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.01M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
176
Credit Suisse
Switzerland
– -$1.72M -52,735 Closed
AFP
177
Ausdal Financial Partners
Iowa
– -$1.43M -45,518 Closed
JWCA
178
J.W. Cole Advisors
Florida
– -$1.12M -34,509 Closed
Brown Advisory
179
Brown Advisory
Maryland
– -$1.12M -34,486 Closed
LA
180
LexAurum Advisors
Kansas
– -$1.07M -32,824 Closed
IC
181
Inscription Capital
Texas
– -$1.02M -31,210 Closed
NWM
182
Northwest Wealth Management
Iowa
– -$801K -24,586 Closed
SS
183
Sunbelt Securities
Texas
– -$699K -21,468 Closed
RW
184
RVW Wealth
California
– -$656K -20,124 Closed
AI
185
Atria Investments
North Carolina
– -$572K -17,546 Closed
FAM
186
Formidable Asset Management
Ohio
– -$512K -15,800 Closed
RIA
187
Regal Investment Advisors
Michigan
– -$498K -15,284 Closed
CP
188
Camelot Portfolios
Ohio
– -$407K -12,493 Closed
Bank of New York Mellon
189
Bank of New York Mellon
New York
– -$376K -11,528 Closed
MIAN
190
Mariner Independent Advisor Network
Kansas
– -$357K -10,962 Closed
PWA
191
Peterson Wealth Advisors
Utah
– -$351K -10,762 Closed
CA
192
Claro Advisors
Massachusetts
– -$338K -10,361 Closed
XF
193
XML Financial
Maryland
– -$333K -10,229 Closed
PAS
194
Partnervest Advisory Services
California
– -$330K -10,134 Closed
CL
195
Choreo LLC
Illinois
– -$318K -9,760 Closed
IFWM
196
Institute for Wealth Management
Colorado
– -$291K -8,932 Closed
CWS
197
Cypress Wealth Services
California
– -$286K -8,772 Closed
Creative Planning
198
Creative Planning
Kansas
– -$272K -8,344 Closed
BSW
199
Buckingham Strategic Wealth
Missouri
– -$269K -8,242 Closed
BFA
200
Beacon Financial Advisory
Ohio
– -$266K -8,178 Closed
5 6 7
8
9