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First Trust Morningstar Dividend Leaders Index Fund

161 hedge funds and large institutions have $596M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
47
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$1.16M -$5.82K -206 -0.5%
ONB
52
Old National Bancorp
Indiana
$1.03M -$153K -5,416 -13%
AWM
53
AE Wealth Management
Kansas
$1.01M +$15.3K +542 +2%
LW
54
Linscomb Wealth
Texas
$999K
XS
55
XML Securities
Maryland
$983K -$2.64M -93,443 -73%
Stifel Financial
56
Stifel Financial
Missouri
$960K -$59.2K -2,093 -6%
MC
57
Moors & Cabot
Massachusetts
$957K -$47K -1,665 -5%
CA
58
Continuum Advisory
Idaho
$876K -$56.9K -2,015 -6%
SFG
59
StrategIQ Financial Group
Indiana
$868K -$575K -20,384 -40%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$863K -$142K -5,051 -14%
SBWM
61
Sunflower Bank Wealth Management
Arizona
$860K +$30.2K +1,070 +4%
CA
62
Cetera Advisors
Colorado
$803K +$131K +4,646 +19%
DADC
63
D.A. Davidson & Co
Montana
$781K -$178K -6,310 -19%
NA
64
NewEdge Advisors
Louisiana
$771K +$19.6K +709 +3%
SS
65
Simplicity Solutions
Minnesota
$769K -$50.6K -1,793 -6%
KIA
66
KCM Investment Advisors
California
$681K +$536 +19 +0.1%
OC
67
Oppenheimer & Co
New York
$669K -$15.7K -555 -2%
TRCT
68
Tower Research Capital (TRC)
New York
$661K +$250K +8,873 +61%
WEC
69
Winslow Evans & Crocker
Massachusetts
$651K -$11.7K -416 -2%
SWM
70
SeaCrest Wealth Management
New York
$621K -$230K -8,133 -27%
BFG
71
Beacon Financial Group
Texas
$617K -$105K -3,731 -15%
VWA
72
V Wealth Advisors
Kansas
$609K +$88K +3,185 +17%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$608K +$55.4K +1,960 +10%
GFPC
74
Global Financial Private Capital
Florida
$588K -$243K -8,624 -29%
SWP
75
Stratos Wealth Partners
Ohio
$575K -$137K -4,871 -19%