FDL icon

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 %
HH
176
Hilltop Holdings
Texas
– – -43,407 Closed
SW
177
SlateStone Wealth
Florida
– – -42,228 Closed
AIFAIM
178
American Institute for Advanced Investment Management
Arizona
– – -42,064 Closed
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
– – -26,863 Closed
IWM
180
IHT Wealth Management
Illinois
– – -23,369 Closed
GSWM
181
Golden State Wealth Management
California
– – -19,075 Closed
TSS
182
Two Sigma Securities
New York
– – -18,690 Closed
JIP
183
Jaffetilchin Investment Partners
Florida
– – -17,161 Closed
WPW
184
Waldron Private Wealth
Pennsylvania
– – -10,000 Closed
FWM
185
Frontier Wealth Management
Missouri
– – -9,762 Closed
CA
186
Calton & Associates
Florida
– – -9,620 Closed
DWM
187
Darwin Wealth Management
Florida
– – -8,581 Closed
CAN
188
Claraphi Advisory Network
United States
– – -7,542 Closed
SF
189
Synovus Financial
Georgia
$0 8 -6,423 -100%
CS
190
Capital Square
Tennessee
– – -3,352 Closed
WAP
191
Wealthcare Advisory Partners
Pennsylvania
– – -3,081 Closed
CTC
192
Central Trust Company
Missouri
– – -1,100 Closed
HI
193
Hoey Investments
Pennsylvania
– – -822 Closed
KFI
194
Key Financial Inc
Pennsylvania
– – -179 Closed
CAC
195
Certified Advisory Corp
Florida
– – -68 Closed
TPWA
196
TRUE Private Wealth Advisors
Oregon
$0 12 – –
SWM
197
Selective Wealth Management
Virginia
$0 3 – –
GTAM
198
Global Trust Asset Management
Florida
$0 1 – –
4 5 6 7
8