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First Trust Morningstar Dividend Leaders Index Fund

88 hedge funds and large institutions have $288M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
30
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$383K 16,848 +990 +6%
MIAN
52
Mariner Independent Advisor Network
Kansas
$380K 16,675 -1,480 -8%
CM
53
Churchill Management
California
$380K 16,666 -1,576 -9%
MFS
54
MSI Financial Services
Massachusetts
$361K 15,843 +3,145 +25%
ALA
55
Atherton Lane Advisers
California
$308K 13,522 -875 -6%
AWM
56
Avior Wealth Management
Nebraska
$294K 12,891 +121 +0.9%
SHA
57
Smith Hayes Advisers
Nebraska
$287K 12,575 +12,575 New
RWM
58
Rench Wealth Management
Texas
$285K 12,480 -1,706 -12%
OC
59
Oppenheimer & Co
New York
$273K 11,957 +1,012 +9%
Citadel Advisors
60
Citadel Advisors
Florida
$264K 11,598 +11,598 New
OSNBOA
61
Old Second National Bank of Aurora
Illinois
$250K 10,980 -500 -4%
HFS
62
HL Financial Services
Kentucky
$245K 10,734 +10,734 New
PAS
63
Partnervest Advisory Services
California
$229K 10,053 +945 +10%
SI
64
SII Investments
Wisconsin
$221K 9,633 +9,633 New
AIM
65
Advantage Investment Management
Iowa
$210K 9,234 -1,515 -14%
BF
66
BOK Financial
Oklahoma
$208K 9,114 +9,114 New
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$202K 8,865 -2,505 -22%
KIG
68
Kessler Investment Group
Indiana
$186K 8,136 -124 -2%
Citigroup
69
Citigroup
New York
$171K 7,517 -349,203 -98%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$159K 6,960 -9,034 -56%
US Bancorp
71
US Bancorp
Minnesota
$85K 3,721 -1,862 -33%
MAA
72
Managed Account Advisors
New Jersey
$61K 2,678
NFG
73
Next Financial Group
Texas
$53K 2,360
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$47K 2,051 +706 +52%
DOA
75
D'Orazio & Associates
Virginia
$25K 1,071