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First Trust Morningstar Dividend Leaders Index Fund

94 hedge funds and large institutions have $343M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
34
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FAM
51
Formidable Asset Management
Ohio
$466K 19,873 +900 +5%
VWM
52
Vector Wealth Management
Minnesota
$458K 19,322 +5 +0%
RJT
53
Raymond James Trust
Florida
$457K 19,281 +2,000 +12%
DADC
54
D.A. Davidson & Co
Montana
$445K 18,801
AIM
55
Arcadia Investment Management
Michigan
$387K 16,309 +16,309 New
MWAC
56
Mariner Wealth Advisors (Cincinnati)
Ohio
$326K 13,741 +13,741 New
ALA
57
Atherton Lane Advisers
California
$320K 13,522
OSNBOA
58
Old Second National Bank of Aurora
Illinois
$315K 13,289 +2,309 +21%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$310K 13,098 +13,098 New
AWM
60
Avior Wealth Management
Nebraska
$299K 12,632 -372 -3%
IH
61
IFC Holdings
Florida
$294K 12,434 -2,571 -17%
MC
62
Moors & Cabot
Massachusetts
$291K 12,173 +12,173 New
SWP
63
Stratos Wealth Partners
Ohio
$280K 11,794 +11,794 New
SHA
64
Smith Hayes Advisers
Nebraska
$275K 11,591 +9 +0.1%
CWM
65
Concert Wealth Management
California
$267K 11,304 +11,304 New
RWM
66
Rench Wealth Management
Texas
$264K 11,146 -614 -5%
SI
67
SII Investments
Wisconsin
$259K 10,939 -223 -2%
OC
68
Oppenheimer & Co
New York
$231K 9,761 -3,075 -24%
BF
69
BOK Financial
Oklahoma
$216K 9,114
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$210K 8,865 +8,865 New
PAS
71
Partnervest Advisory Services
California
$203K 8,552 +8,552 New
WP
72
WealthPLAN Partners
Nebraska
$189K 23,449 +23,449 New
AIM
73
Advantage Investment Management
Iowa
$146K 6,142 -822 -12%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$81K 3,418 -2,557 -43%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$72K 3,038 -686 -18%