FDL icon

First Trust Morningstar Dividend Leaders Index Fund

118 hedge funds and large institutions have $761M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
8
Increased
58
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JWA
26
JFS Wealth Advisors
Pennsylvania
$4.73M 173,330 +115,495 +200%
Ameriprise
27
Ameriprise
Minnesota
$4.58M 167,952 +7,340 +5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$4.32M 158,487 +23,711 +18%
ICOA
29
Investment Centers of America
North Dakota
$3.95M 144,584 +24,368 +20%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$3.86M 141,570 +54,704 +63%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.79M 139,242 +81,826 +143%
FHA
32
First Horizon Advisors
Tennessee
$3.75M 140,202 -18,762 -12%
CL
33
Choreo LLC
Illinois
$3.56M 130,491 -1,247 -0.9%
FAAS
34
First Allied Advisory Services
California
$3.39M 124,186 +11,107 +10%
SCA
35
Snowden Capital Advisors
New York
$3.21M 117,884 +10,116 +9%
PFS
36
Prospera Financial Services
Texas
$3.2M 117,181 +10,291 +10%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.98M 109,299 +756 +0.7%
NPC
38
National Planning Corporation
California
$2.82M 106,414 +9,624 +10%
PAG
39
Private Advisor Group
New Jersey
$2.65M 98,464 +17,425 +22%
Stifel Financial
40
Stifel Financial
Missouri
$2.36M 86,542 -2,734 -3%
SPC
41
Sigma Planning Corp
Michigan
$2.3M 84,479 +25,591 +43%
JWM
42
Jackson Wealth Management
Florida
$2.29M 85,446 +85,446 New
Citigroup
43
Citigroup
New York
$1.96M 71,818 +31,886 +80%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.94M 71,183 -26,630 -27%
Jane Street
45
Jane Street
New York
$1.86M 68,346 -123,829 -64%
IA
46
IFP Advisors
Florida
$1.72M 63,092 -29,937 -32%
CAN
47
Cetera Advisor Networks
California
$1.67M 61,277 +22,583 +58%
ONB
48
Old National Bancorp
Indiana
$1.56M 57,216 -550 -1%
SFG
49
StrategIQ Financial Group
Indiana
$1.53M 55,919 +678 +1%
KIA
50
KCM Investment Advisors
California
$1.46M 53,496 +16 +0%