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First Trust Morningstar Dividend Leaders Index Fund

75 hedge funds and large institutions have $252M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
41
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIA
26
KCM Investment Advisors
California
$1.28M 54,554 +14 +0%
KFS
27
KMS Financial Services
Washington
$1.21M 51,638 -339 -0.7%
LW
28
Linscomb Wealth
Texas
$1.21M 51,571 -2,638 -5%
NPC
29
National Planning Corporation
California
$1.18M 50,473 +15,099 +43%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.14M 48,888 -1,776 -4%
Ameriprise
31
Ameriprise
Minnesota
$1.1M 46,792 +15,944 +52%
FHC
32
First Heartland Consultants
Missouri
$893K 38,144 -6,545 -15%
AP
33
Advisors Preferred
Maryland
$843K 36,030 -4,218 -10%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$820K 35,041 +1,620 +5%
VWM
35
Vector Wealth Management
Minnesota
$742K 31,695 -2,891 -8%
HighTower Advisors
36
HighTower Advisors
Illinois
$735K 31,386 +4,711 +18%
BCM
37
Beck Capital Management
Texas
$726K 31,340 +6 +0%
PFS
38
Prospera Financial Services
Texas
$725K 30,978 +5,004 +19%
RIA
39
Regal Investment Advisors
Michigan
$641K 27,373 -73 -0.3%
MFS
40
MSI Financial Services
Massachusetts
$584K 24,940 +15,514 +165%
WA
41
WFG Advisors
Texas
$574K 24,549 +1,192 +5%
VFS
42
VSR Financial Services
Kansas
$544K 23,229 -13 -0.1%
CA
43
Cetera Advisors
Colorado
$527K 22,546 +5,306 +31%
ALA
44
Atherton Lane Advisers
California
$489K 20,912 +2,460 +13%
IH
45
IFC Holdings
Florida
$429K 18,315 +3,388 +23%
FAM
46
Formidable Asset Management
Ohio
$343K 14,175
RWM
47
Rench Wealth Management
Texas
$322K 13,758 -714 -5%
Goldman Sachs
48
Goldman Sachs
New York
$319K 13,642 +13,642 New
AWM
49
Avior Wealth Management
Nebraska
$318K 13,597 -299 -2%
RJT
50
Raymond James Trust
Florida
$318K 13,571