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First Trust Morningstar Dividend Leaders Index Fund
FDL

56 hedge funds and large institutions have $161M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q2 according to their latest regulatory filings, with 56 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.22% more ownership

Funds ownership: 0% → 27.22% (+27%)

Holders
56
Holders Change
+56
Holders Change %
–
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.2M +$34.9M +1,656,262 New
Bank of America
2
Bank of America
North Carolina
$27.5M +$28.1M +1,332,176 New
U
3
UBS
Switzerland
$14.7M +$15M +710,908 New
LPL Financial
4
LPL Financial
California
$12.9M +$13.2M +626,684 New
Wells Fargo
5
Wells Fargo
California
$12.2M +$12.5M +593,231 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.21M +$6.35M +300,926 New
AF
7
Allworth Financial
California
$5.95M +$6.08M +288,276 New
CS
8
Credit Suisse
Switzerland
$5.13M +$5.25M +248,875 New
RJA
9
Raymond James & Associates
Florida
$4.67M +$4.77M +226,339 New
JCM
10
Janney Capital Management
Pennsylvania
$3.49M +$3.57M +169,252 New
AIG
11
American International Group
New York
$3.06M +$3.13M +148,407 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.88M +$2.94M +139,367 New
SNC
13
Stifel Nicolaus & Co
Missouri
$2.56M +$2.61M +123,991 New
FBT
14
Founders Bank & Trust
Michigan
$2.52M +$2.57M +122,082 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.28M +$2.33M +110,641 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.59M +$1.62M +76,985 New
KIA
17
KCM Investment Advisors
California
$1.5M +$1.54M +72,842 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.42M +$1.45M +68,577 New
LW
19
Linscomb Wealth
Texas
$1.32M +$1.35M +63,836 New
VWM
20
Vector Wealth Management
Minnesota
$1.09M +$1.12M +53,066 New
SG Americas Securities
21
SG Americas Securities
New York
$1M +$1.02M +48,586 New
FAAS
22
First Allied Advisory Services
California
$957K +$979K +46,407 New
PFS
23
Prospera Financial Services
Texas
$882K +$902K +42,775 New
ICOA
24
Investment Centers of America
North Dakota
$874K +$893K +42,351 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$870K +$890K +42,188 New
1
2 3

FDL Hedge Fund Activity: Q2 2013 in Review

56 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Morningstar Dividend Leaders Index Fund (FDL) for Q2 2013, worth a combined $161M.

Buyers outnumbered sellers: 56 funds opened new FDL positions and 0 closed out — a net gain of 56 holders — while 0 added to existing stakes and 0 trimmed.

  • 56 institutional investors held First Trust Morningstar Dividend Leaders Index Fund (FDL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $161M of First Trust Morningstar Dividend Leaders Index Fund stock for Q2 2013.
  • 56 funds opened new First Trust Morningstar Dividend Leaders Index Fund positions in Q2 2013 and 0 closed out, a net change of +56 holders.

Based on aggregated 13F filings for Q2 2013.