FDL icon

First Trust Morningstar Dividend Leaders Index Fund
FDL

Overview Fund Activity

175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
70
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.6M
2
RJA
2
Raymond James & Associates
Florida
$18.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M
4
IA
4
IFP Advisors
Florida
$1.1M
5
SI
5
Stephens Inc
Arkansas
$10.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$31.5M
2
Bank of America
2
Bank of America
North Carolina
$46.1M
3
LPL Financial
3
LPL Financial
California
$43.3M
4
LA
4
LexAurum Advisors
Kansas
$843K
5
Morgan Stanley
5
Morgan Stanley
New York
$97.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$97.4M 3,139,316 -70,952 -2%
Wells Fargo
2
Wells Fargo
California
$56.6M 1,823,106 +172,483 +10%
Bank of America
3
Bank of America
North Carolina
$46.1M 1,486,750 -201,583 -12%
LPL Financial
4
LPL Financial
California
$43.3M 1,394,312 -158,289 -10%
UBS Group
5
UBS Group
Switzerland
$31.5M 1,013,944 -252,136 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$22.6M 727,654 +18,692 +3%
AG
7
Advisor Group
Arizona
$21.7M 698,534 -15,997 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.9M 609,585 -3,386 -0.6%
RJA
9
Raymond James & Associates
Florida
$18.2M 586,111 +43,140 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.8M 540,109 +40,312 +8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$16.7M 538,468 -28,966 -5%
JWA
12
JFS Wealth Advisors
Pennsylvania
$13.5M 433,555 -1,380 -0.3%
BFG
13
Beacon Financial Group
Texas
$13.2M 425,804 -9,604 -2%
SL
14
Salomon & Ludwin
Virginia
$12.9M 415,679 -10,938 -3%
SB
15
Suntrust Banks
Georgia
$12.3M 397,100 +19,116 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$11.8M 378,962 +8,603 +2%
Ameriprise
17
Ameriprise
Minnesota
$11M 355,784 +3,059 +0.9%
SI
18
Stephens Inc
Arkansas
$10.7M 344,158 +31,558 +10%
MIAN
19
Mariner Independent Advisor Network
Kansas
$8.69M 284,158 +1,595 +0.6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$7.99M 257,343 -3,823 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$7.67M 247,004 +4,902 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.56M 243,714 -2,398 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.22M 200,324 +11,913 +6%
PCM
24
Peak Capital Management
Colorado
$6.11M 196,761 +1,059 +0.5%
Stifel Financial
25
Stifel Financial
Missouri
$5.92M 190,789 -43,400 -19%
1
2 3 4 5