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First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
46
Reduced
63
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CL
26
Choreo LLC
Illinois
$3.65M 122,455 -15,765 -11%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$2.71M 90,577 -1,987 -2%
BRWA
28
B. Riley Wealth Advisors
Florida
$2.45M 82,082 +326 +0.4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$2.3M 77,258 -14,751 -16%
PAG
30
Private Advisor Group
New Jersey
$2.3M 77,054 +18,829 +32%
Jane Street
31
Jane Street
New York
$2.16M 72,562 +49,557 +215%
IA
32
IFP Advisors
Florida
$2.06M 69,076 -3,584 -5%
FLI
33
Family Legacy Inc
South Carolina
$2.05M 68,631 +253 +0.4%
FAAS
34
First Allied Advisory Services
California
$1.86M 62,357 -92,828 -60%
CAN
35
Cetera Advisor Networks
California
$1.84M 61,448 +6,702 +12%
CS
36
Credit Suisse
Switzerland
$1.59M 53,423 -10,480 -16%
QCIG
37
Quad-Cities Investment Group
Iowa
$1.51M 50,666 -110 -0.2%
UBG
38
United Bank (Georgia)
Georgia
$1.51M 50,477 -3,102 -6%
Citigroup
39
Citigroup
New York
$1.43M 48,064 -2,180 -4%
WS
40
Wedbush Securities
California
$1.43M 47,907 -171 -0.4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.4M 47,048 +11,402 +32%
NWM
42
Northwest Wealth Management
Iowa
$1.34M 44,922 -165 -0.4%
DWM
43
Doyle Wealth Management
Florida
$1.26M 42,172 +750 +2%
GWM
44
Geneos Wealth Management
Colorado
$1.22M 40,885 -5,264 -11%
PFS
45
Prospera Financial Services
Texas
$1.22M 42,239 -15,812 -27%
NA
46
NewEdge Advisors
Louisiana
$1.15M 38,621 +1,518 +4%
Goldman Sachs
47
Goldman Sachs
New York
$1.11M 37,122 +37,122 New
Stifel Financial
48
Stifel Financial
Missouri
$1.07M 35,723 +3,081 +9%
DADC
49
D.A. Davidson & Co
Montana
$1.06M 35,446 +3,344 +10%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$1.01M 33,808 +12,271 +57%