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First Trust Morningstar Dividend Leaders Index Fund

118 hedge funds and large institutions have $761M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
8
Increased
58
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FDCC
51
Foster Dykema Cabot & Co
Massachusetts
$1.26M 46,308 +46,308 New
AFWA
52
Ancora Family Wealth Advisors
Ohio
$1.24M 45,380 +738 +2%
GWM
53
Geneos Wealth Management
Colorado
$1.22M 44,707 -678 -1%
LW
54
Linscomb Wealth
Texas
$1.11M 40,685 -55 -0.1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$1.1M 40,392 +18,283 +83%
CA
56
Cetera Advisors
Colorado
$999K 36,698 +13,296 +57%
WEC
57
Winslow Evans & Crocker
Massachusetts
$952K 34,904 +3,144 +10%
MC
58
Moors & Cabot
Massachusetts
$943K 34,568 +10,153 +42%
BRWA
59
B. Riley Wealth Advisors
Florida
$903K 33,099 +20,633 +166%
SWP
60
Stratos Wealth Partners
Ohio
$887K 32,515 +10,566 +48%
CWM
61
Concert Wealth Management
California
$783K 28,771 +15,456 +116%
BCM
62
Barometer Capital Management
Ontario, Canada
$750K 27,500 -100,400 -78%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$744K 27,416 +6,574 +32%
BFG
64
Beacon Financial Group
Texas
$738K 27,201
VAM
65
Visionary Asset Management
Texas
$653K 23,937 -773 -3%
RIA
66
Regal Investment Advisors
Michigan
$631K 23,147
RJT
67
Raymond James Trust
Florida
$629K 23,068
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$627K 22,989 +549 +2%
WA
69
WFG Advisors
Texas
$623K 22,835 +1,157 +5%
DADC
70
D.A. Davidson & Co
Montana
$618K 22,696 +5,447 +32%
FHC
71
First Heartland Consultants
Missouri
$615K 22,564 -13,151 -37%
OSNBOA
72
Old Second National Bank of Aurora
Illinois
$548K 20,080 -900 -4%
FAM
73
Formidable Asset Management
Ohio
$531K 19,473
AIM
74
Arcadia Investment Management
Michigan
$527K 19,336
OC
75
Oppenheimer & Co
New York
$512K 18,761 -1,544 -8%