FDL icon

First Trust Morningstar Dividend Leaders Index Fund

73 hedge funds and large institutions have $233M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
36
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFS
51
HL Financial Services
Kentucky
$263K 11,039 -989 -8%
CAN
52
Cetera Advisor Networks
California
$263K 11,007 +1,914 +21%
WFG
53
Wills Financial Group
Virginia
$238K 10,000 +10,000 New
MFS
54
MSI Financial Services
Massachusetts
$224K 9,426 +6,278 +199%
ONB
55
Old National Bancorp
Indiana
$215K 9,026 +9,026 New
CWM
56
Concert Wealth Management
California
$201K 8,841 +8,841 New
KIG
57
Kessler Investment Group
Indiana
$200K 8,399 -647 -7%
PAS
58
Partnervest Advisory Services
California
$172K 7,247 +1,037 +17%
Deutsche Bank
59
Deutsche Bank
Germany
$120K 5,076 +1,100 +28%
Citigroup
60
Citigroup
New York
$95K 4,002 +1,106 +38%
BRWA
61
B. Riley Wealth Advisors
Florida
$69K 2,900 +2,900 New
GI
62
Gradient Investments
Minnesota
$64K 2,671 +2,671 New
US Bancorp
63
US Bancorp
Minnesota
$59K 2,500
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$56K 2,302 +602 +35%
NES
65
New England Securities
New York
$36K 1,500
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$32K 1,345 +345 +35%
DOA
67
D'Orazio & Associates
Virginia
$25K 1,071
VIA
68
Vantage Investment Advisors
Pennsylvania
$20K 822 +822 New
WEC
69
Winslow Evans & Crocker
Massachusetts
$16.1K 675
JFA
70
JNBA Financial Advisors
Minnesota
$16K 681 +310 +84%
Creative Planning
71
Creative Planning
Kansas
$8K 320
HCM
72
Highlander Capital Management
New Jersey
$7.49K 315
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$6K 252 +2 +0.8%
SG Americas Securities
74
SG Americas Securities
New York
-210,791 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-65,054 Closed