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First Trust Morningstar Dividend Leaders Index Fund

161 hedge funds and large institutions have $596M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 13 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
47
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAAS
26
First Allied Advisory Services
California
$4.35M +$177K +6,278 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.16M -$248K -8,757 -6%
CL
28
Choreo LLC
Illinois
$4.03M -$94.8K -3,360 -2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.37M -$24.3K -862 -0.7%
CS
30
Credit Suisse
Switzerland
$3.11M -$3.16M -111,997 -50%
VF
31
Virtu Financial
New York
$2.83M +$2.83M +100,101 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.73M +$45.8K +1,632 +2%
KFGK
33
Keystone Financial Group (Kentucky)
Kentucky
$2.71M +$2.71M +95,814 New
SCA
34
Snowden Capital Advisors
New York
$2.68M -$248K -8,792 -8%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.47M +$567K +20,072 +30%
IA
36
IFP Advisors
Florida
$2.33M
BRWA
37
B. Riley Wealth Advisors
Florida
$2.14M +$1.31M +46,453 +159%
PFS
38
Prospera Financial Services
Texas
$2.09M +$370K +13,115 +22%
AI
39
Atria Investments
North Carolina
$1.89M +$150K +5,307 +9%
FLI
40
Family Legacy Inc
South Carolina
$1.89M -$49.3K -1,746 -3%
CAN
41
Cetera Advisor Networks
California
$1.61M -$88.3K -3,126 -5%
UBG
42
United Bank (Georgia)
Georgia
$1.59M -$65.9K -2,334 -4%
Citigroup
43
Citigroup
New York
$1.49M -$153K -5,420 -9%
QCIG
44
Quad-Cities Investment Group
Iowa
$1.46M +$1.46M +51,745 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.39M -$400K -14,213 -22%
GWM
46
Geneos Wealth Management
Colorado
$1.37M -$16.6K -590 -1%
WS
47
Wedbush Securities
California
$1.35M +$68.3K +2,418 +5%
NWM
48
Northwest Wealth Management
Iowa
$1.28M -$33K -1,169 -3%
WI
49
Wintrust Investments
Illinois
$1.24M +$4.74K +168 +0.4%
DWM
50
Doyle Wealth Management
Florida
$1.16M +$22.7K +802 +2%