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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

55 hedge funds and large institutions have $194M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
25
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$25.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.52M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.73M
5
SI
5
Stephens Inc
Arkansas
$2.13M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
U
2
UBS
Switzerland
$12.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.06M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.9M 1,915,640 +259,378 +16%
Bank of America
2
Bank of America
North Carolina
$27.8M 1,334,690 +2,514 +0.2%
BFG
3
Beacon Financial Group
Texas
$25.1M 1,196,953 +1,196,953 New
Wells Fargo
4
Wells Fargo
California
$13.5M 647,090 +53,859 +9%
U
5
UBS
Switzerland
$12.8M 615,471 -95,437 -13%
LPL Financial
6
LPL Financial
California
$12.4M 591,002 -35,682 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.14M 294,594 -6,332 -2%
AF
8
Allworth Financial
California
$6.03M 289,521 +1,245 +0.4%
RJA
9
Raymond James & Associates
Florida
$4.71M 226,122 -217 -0.1%
Goldman Sachs
10
Goldman Sachs
New York
$4.52M 216,866 +216,866 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.73M 178,890 +178,890 New
JCM
12
Janney Capital Management
Pennsylvania
$3.67M 175,940 +6,688 +4%
AIG
13
American International Group
New York
$3.25M 155,843 +7,436 +5%
SNC
14
Stifel Nicolaus & Co
Missouri
$2.91M 139,419 +15,428 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.6M 124,621 +13,980 +13%
FBT
16
Founders Bank & Trust
Michigan
$2.4M 115,135 -6,947 -6%
SI
17
Stephens Inc
Arkansas
$2.13M 102,125 +102,125 New
NPC
18
National Planning Corporation
California
$1.65M 78,820 +51,425 +188%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.6M 76,544 -441 -0.6%
ICOA
20
Investment Centers of America
North Dakota
$1.5M 71,724 +29,373 +69%
KIA
21
KCM Investment Advisors
California
$1.5M 71,888 -954 -1%
LW
22
Linscomb Wealth
Texas
$1.39M 66,652 +2,816 +4%
VWM
23
Vector Wealth Management
Minnesota
$1.16M 55,684 +2,618 +5%
FAAS
24
First Allied Advisory Services
California
$1.08M 51,627 +5,220 +11%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.06M 50,644 -88,723 -64%
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