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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

112 hedge funds and large institutions have $606M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
2.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
25
Increased
52
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$55.1M
2
HA
2
Hays Advisory
Tennessee
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
LPL Financial
4
LPL Financial
California
$65.6M
5
SAM
5
Shamrock Asset Management
Texas
$17.3M

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$745K
2
IA
2
IFP Advisors
Florida
$697K
3
HFS
3
HL Financial Services
Kentucky
$256K
4
FHC
4
First Heartland Consultants
Missouri
$937K
5
CCS
5
Crosspoint Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$112M 4,364,728 +1,044,868 +31%
LPL Financial
2
LPL Financial
California
$65.6M 2,568,284 +993,246 +63%
Bank of America
3
Bank of America
North Carolina
$65.5M 2,555,390 +667,498 +35%
Wells Fargo
4
Wells Fargo
California
$55.1M 2,149,851 +1,172,233 +120%
UBS Group
5
UBS Group
Switzerland
$36.9M 1,439,971 +515,372 +56%
HA
6
Hays Advisory
Tennessee
$27.3M 1,065,846 +1,065,846 New
SAM
7
Shamrock Asset Management
Texas
$17.3M 672,955 +672,955 New
RJA
8
Raymond James & Associates
Florida
$17.2M 670,990 +305,466 +84%
JIP
9
Jaffetilchin Investment Partners
Florida
$15.2M 591,577 +125,542 +27%
MPM
10
Meritage Portfolio Management
Kansas
$13.7M 535,255 +535,255 New
CS
11
Credit Suisse
Switzerland
$11.1M 433,439 +406,548 +1,512%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$10.6M 413,503 +76,375 +23%
AIG
13
American International Group
New York
$9.08M 353,833 +251,610 +246%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.05M 352,970 +36,784 +12%
JCM
15
Janney Capital Management
Pennsylvania
$8.97M 349,872 +13,086 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.57M 333,960 +90,598 +37%
Goldman Sachs
17
Goldman Sachs
New York
$7.29M 284,101 +34,169 +14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.49M 253,001 +117,027 +86%
CFP
19
Cornerstone Financial Partners
North Carolina
$5.45M 212,701 +212,701 New
AF
20
Allworth Financial
California
$5.27M 205,276 -8,315 -4%
SI
21
Stephens Inc
Arkansas
$5.08M 198,148 +47,246 +31%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.04M 196,580 +111,779 +132%
VFS
23
VSR Financial Services
Kansas
$4.88M 190,373 +190,373 New
FHA
24
First Horizon Advisors
Tennessee
$4.46M 173,085 +173,085 New
AP
25
Advisors Preferred
Maryland
$3.88M 151,265 +151,265 New
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