FDL icon

First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
57
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$1.16M -$155K -5,677 -12%
Stifel Financial
52
Stifel Financial
Missouri
$1.16M +$183K +6,741 +19%
CCM
53
Canal Capital Management
Virginia
$1.11M +$1.11M +40,750 New
PFS
54
Prospera Financial Services
Texas
$1.08M -$73.4K -2,687 -6%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$1.08M -$1.03M -37,675 -49%
GWM
56
Geneos Wealth Management
Colorado
$1.06M -$49.5K -1,826 -4%
VF
57
Virtu Financial
New York
$1.04M +$1.04M +38,086 New
NWM
58
Northwest Wealth Management
Iowa
$972K -$251K -9,232 -21%
SIG
59
Sargent Investment Group
Maryland
$971K +$971K +35,630 New
LW
60
Linscomb Wealth
Texas
$898K -$15.1K -554 -2%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$883K -$37.5K -1,377 -4%
BPWA
62
Beacon Pointe Wealth Advisors
California
$872K +$872K +32,023 New
SBWM
63
Sunflower Bank Wealth Management
Arizona
$839K -$12.8K -470 -2%
PSG
64
Planning Solutions Group
Maryland
$839K +$839K +30,800 New
CA
65
Continuum Advisory
Idaho
$817K -$10.9K -400 -1%
Mariner
66
Mariner
Kansas
$813K +$813K +29,850 New
MC
67
Moors & Cabot
Massachusetts
$759K -$25.9K -949 -3%
ONB
68
Old National Bancorp
Indiana
$725K -$77.4K -2,841 -10%
HFA
69
High Falls Advisors
New York
$688K -$47.7K -1,753 -6%
OC
70
Oppenheimer & Co
New York
$672K -$6.59K -242 -1%
LC
71
Lindbrook Capital
California
$659K +$659K +24,217 New
BTS
72
BB&T Securities
Virginia
$638K +$106K +3,902 +20%
KIA
73
KCM Investment Advisors
California
$616K -$42.8K -1,571 -6%
CL
74
Choreo LLC
Illinois
$597K -$2.74M -100,530 -82%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$569K -$106K -3,890 -16%