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First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
46
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$8.98M
3
SI
3
Stephens Inc
Arkansas
$8.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$371K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
Bank of America
5
Bank of America
North Carolina
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$106M 3,717,149 -372,011 -9%
Bank of America
2
Bank of America
North Carolina
$41.9M 1,466,925 -130,988 -8%
UBS Group
3
UBS Group
Switzerland
$37.7M 1,319,366 -24,697 -2%
LPL Financial
4
LPL Financial
California
$35.9M 1,256,885 -324,051 -20%
Wells Fargo
5
Wells Fargo
California
$35.7M 1,249,220 -360,170 -22%
JIP
6
Jaffetilchin Investment Partners
Florida
$17.6M 615,129 +10,706 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.5M 612,940 +12,121 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$15.5M 548,497 – –
AG
9
Advisor Group
Arizona
$15M 525,933 -5,625 -1%
RJA
10
Raymond James & Associates
Florida
$13.8M 483,321 -14,732 -3%
BTS
11
BB&T Securities
Virginia
$13.1M 457,401 -560,808 -55%
SB
12
Suntrust Banks
Georgia
$13M 456,046 -30,760 -6%
JWA
13
JFS Wealth Advisors
Pennsylvania
$12.2M 426,264 +190 +0%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.6M 405,312 -13,067 -3%
MML Investors Services
15
MML Investors Services
Massachusetts
$8.98M 313,924 +25,784 +9%
SI
16
Stephens Inc
Arkansas
$8.4M 293,772 +13,310 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.88M 275,749 -50,649 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.55M 229,136 +4,859 +2%
Ameriprise
19
Ameriprise
Minnesota
$6.43M 224,996 -21,672 -9%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$6.16M 215,409 +11,209 +5%
CWM
21
Cornerstone Wealth Management
Missouri
$5.8M 165,299 +165,299 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.66M 197,896 -16,061 -8%
PCM
23
Peak Capital Management
Colorado
$5.53M 193,391 -10,361 -5%
CF
24
Centaurus Financial
California
$4.91M 171,785 +9,851 +6%
AF
25
Allworth Financial
California
$4.84M 169,134 -4,348 -3%
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