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First Trust Morningstar Dividend Leaders Index Fund
FDL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$126M +$8.56M +330,489 +8%
Wells Fargo
2
Wells Fargo
California
$72.5M +$14.4M +554,194 +26%
Bank of America
3
Bank of America
North Carolina
$71.1M +$2.46M +94,950 +4%
UBS Group
4
UBS Group
Switzerland
$49.8M +$10.8M +414,835 +29%
LPL Financial
5
LPL Financial
California
$41.2M -$26.9M -1,037,870 -40%
HA
6
Hays Advisory
Tennessee
$28.1M -$515K -19,881 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$24M +$12.5M +480,761 +116%
JIP
8
Jaffetilchin Investment Partners
Florida
$18.5M +$2.58M +99,450 +17%
RJA
9
Raymond James & Associates
Florida
$16.3M -$1.67M -64,417 -10%
SAM
10
Shamrock Asset Management
Texas
$15.9M -$2.11M -81,611 -12%
CFS
11
Commonwealth Financial Services
West Virginia
$15.3M +$14.8M +570,871 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$14.6M +$7.54M +290,973 +115%
AG
13
Advisor Group
Arizona
$12.5M +$12.1M +467,504 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.9M +$2.82M +108,894 +33%
BTS
15
BB&T Securities
Virginia
$11.6M +$10.4M +402,063 +1,383%
CS
16
Credit Suisse
Switzerland
$10.9M -$701K -27,061 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.9M +$1.35M +51,909 +15%
JCM
18
Janney Capital Management
Pennsylvania
$9.19M -$191K -7,371 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.71M +$2.35M +90,654 +46%
CFP
20
Cornerstone Financial Partners
North Carolina
$5.99M +$264K +10,194 +5%
HI
21
Horizon Investments
North Carolina
$5.4M +$5.22M +201,236 New
AF
22
Allworth Financial
California
$5.16M -$334K -12,905 -6%
Jane Street
23
Jane Street
New York
$5.16M +$2.38M +92,012 +92%
SB
24
Suntrust Banks
Georgia
$5.12M +$1.69M +65,072 +52%
MFS
25
MSI Financial Services
Massachusetts
$5.03M +$1.67M +64,520 +53%
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