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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

Holders
175
Holders Change
-35
Holders Change %
-16.67%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
17
Increased
54
Reduced
75
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$3.27M -$321K -14,358 -9%
CF
27
Centaurus Financial
California
$3.03M -$65.9K -2,952 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.01M -$6.46M -289,356 -68%
LS
29
Leelyn Smith
Illinois
$2.65M +$391K +17,502 +17%
KFP
30
KMG Fiduciary Partners
Ohio
$2.52M -$893K -39,968 -26%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.48M -$1.32M -59,256 -35%
DADC
32
D.A. Davidson & Co
Montana
$2.33M +$344K +15,427 +17%
AAS
33
Avantax Advisory Services
Texas
$2.08M -$18.9K -846 -0.9%
HFA
34
High Falls Advisors
New York
$2.01M +$177K +7,926 +10%
PAG
35
Private Advisor Group
New Jersey
$1.96M -$105K -4,720 -5%
HIS
36
Harvest Investment Services
Illinois
$1.94M -$1.08M -48,154 -36%
KFGK
37
Keystone Financial Group (Kentucky)
Kentucky
$1.93M -$51.3K -2,298 -3%
TCWM
38
Total Clarity Wealth Management
Illinois
$1.88M -$23.5K -1,051 -1%
CA
39
Cetera Advisors
Colorado
$1.88M +$184K +8,229 +11%
FAAS
40
First Allied Advisory Services
California
$1.72M +$45.7K +2,048 +3%
GIA
41
Gladstone Institutional Advisory
Florida
$1.72M +$1.72M +77,016 New
ASN
42
Advisory Services Network
Georgia
$1.71M -$167K -7,473 -9%
FLI
43
Family Legacy Inc
South Carolina
$1.69M +$60.3K +2,699 +4%
BRWA
44
B. Riley Wealth Advisors
Florida
$1.66M -$167K -7,455 -9%
WS
45
Wedbush Securities
California
$1.56M +$14.6K +656 +0.9%
QCIG
46
Quad-Cities Investment Group
Iowa
$1.55M +$93K +4,168 +6%
SIG
47
Sargent Investment Group
Maryland
$1.51M -$117K -5,243 -7%
TRCT
48
Tower Research Capital (TRC)
New York
$1.4M +$1.33M +59,333 +1,729%
APW
49
Austin Private Wealth
Texas
$1.32M +$42.7K +1,913 +3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.15M +$631K +28,262 +121%