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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

68 hedge funds and large institutions have $206M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.17M
3
CL
3
Choreo LLC
Illinois
$2.45M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.75M
5
ICOA
5
Investment Centers of America
North Dakota
$1.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.5M
2
CS
2
Credit Suisse
Switzerland
$0
3
U
3
UBS
Switzerland
$14.2M
4
RJA
4
Raymond James & Associates
Florida
$4.32M
5
NPC
5
National Planning Corporation
California
$813K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.5M 2,022,359 +140,932 +7%
BFG
2
Beacon Financial Group
Texas
$24.3M 1,085,882 +631 +0.1%
Bank of America
3
Bank of America
North Carolina
$19.5M 864,741 -413,057 -32%
Wells Fargo
4
Wells Fargo
California
$16.5M 733,967 +37,574 +5%
U
5
UBS
Switzerland
$14.2M 632,518 -106,872 -14%
LPL Financial
6
LPL Financial
California
$12.8M 569,747 -29,615 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.32M 280,902 -18,890 -6%
AF
8
Allworth Financial
California
$5.97M 265,157 -25,192 -9%
AIG
9
American International Group
New York
$4.98M 221,348 +15,777 +8%
SG Americas Securities
10
SG Americas Securities
New York
$4.75M 210,791 +104,688 +99%
JCM
11
Janney Capital Management
Pennsylvania
$4.41M 195,687 +13,490 +7%
RJA
12
Raymond James & Associates
Florida
$4.32M 191,738 -61,518 -24%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.66M 162,786 +3,629 +2%
Stifel Financial
14
Stifel Financial
Missouri
$3.17M 140,675 +140,675 New
FBT
15
Founders Bank & Trust
Michigan
$2.99M 132,705 +2,970 +2%
SI
16
Stephens Inc
Arkansas
$2.91M 129,460 +17,602 +16%
CL
17
Choreo LLC
Illinois
$2.45M 108,813 +108,813 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.33M 103,685 +1,936 +2%
ICOA
19
Investment Centers of America
North Dakota
$1.5M 71,724 +43,977 +158%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.46M 65,054 -28,819 -31%
FAAS
21
First Allied Advisory Services
California
$1.33M 58,876 +3,973 +7%
LW
22
Linscomb Wealth
Texas
$1.3M 57,880 -1,523 -3%
KIA
23
KCM Investment Advisors
California
$1.28M 56,642 -15,268 -21%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.27M 56,533 -17,227 -23%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.22M 54,037 +983 +2%
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