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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

91 hedge funds and large institutions have $333M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
46
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$8.3M
2
ONB
2
Old National Bancorp
Indiana
$2.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$2.46M
5
WP
5
WealthPLAN Partners
Nebraska
$2.28M

Top Sellers

1
CM
1
Churchill Management
California
$425K
2
UBS Group
2
UBS Group
Switzerland
$18.4M
3
Wells Fargo
3
Wells Fargo
California
$29.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.6M 3,807,013 +104,212 +3%
Wells Fargo
2
Wells Fargo
California
$29.8M 1,279,729 -141,579 -10%
BFG
3
Beacon Financial Group
Texas
$29.1M 1,239,781 +27,055 +2%
Bank of America
4
Bank of America
North Carolina
$23.2M 996,701 -65,626 -6%
LPL Financial
5
LPL Financial
California
$19.7M 847,240 +1,973 +0.2%
UBS Group
6
UBS Group
Switzerland
$18.4M 792,055 -221,564 -22%
RJA
7
Raymond James & Associates
Florida
$11.8M 506,294 -13,600 -3%
Citigroup
8
Citigroup
New York
$8.3M 356,720 +351,491 +6,722%
BTS
9
BB&T Securities
Virginia
$7.73M 33,203 -1,998 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.63M 327,858 +21,717 +7%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.78M 291,021 +45,112 +18%
JCM
12
Janney Capital Management
Pennsylvania
$5.72M 245,866 +9,069 +4%
Stifel Financial
13
Stifel Financial
Missouri
$4.99M 214,535 +63,499 +42%
AIG
14
American International Group
New York
$4.75M 203,838 +6,631 +3%
AF
15
Allworth Financial
California
$4.61M 197,997 -12,798 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.11M 176,453 +29,854 +20%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.64M 156,201 +26,670 +21%
SI
18
Stephens Inc
Arkansas
$3.52M 151,083 +2,150 +1%
ONB
19
Old National Bancorp
Indiana
$2.97M 127,460 +127,460 New
PAG
20
Private Advisor Group
New Jersey
$2.78M 119,579 +21,762 +22%
FAAS
21
First Allied Advisory Services
California
$2.71M 116,486 +8,312 +8%
CL
22
Choreo LLC
Illinois
$2.69M 115,688 -3,009 -3%
Goldman Sachs
23
Goldman Sachs
New York
$2.54M 109,092 +31,618 +41%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$2.46M 105,816 +103,514 +4,497%
WP
25
WealthPLAN Partners
Nebraska
$2.28M 98,029 +98,029 New
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