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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 %
JWA
76
JFS Wealth Advisors
Pennsylvania
$24K 1,033
WEC
77
Winslow Evans & Crocker
Massachusetts
$21.1K 926 +250 +37%
VIA
78
Vantage Investment Advisors
Pennsylvania
$19K 822 -822 -50%
S
79
SignatureFD
Georgia
$11K 468 -1,450 -76%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$11K 498
JFA
81
JNBA Financial Advisors
Minnesota
$8K 371
HCM
82
Highlander Capital Management
New Jersey
$7K 315
PMFA
83
Plante Moran Financial Advisors
Michigan
$3K 134
WIC
84
Woodmont Investment Counsel
Tennessee
$3K 150 +150 New
FHC
85
First Heartland Consultants
Missouri
$1.46K 64,083 -485 -0.8%
GWM
86
Gupta Wealth Management
California
$1K 44
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8 356 +4 +1%
VFS
88
VSR Financial Services
Kansas
-88,787 Closed
BAAM
89
Baker Avenue Asset Management
California
-35,802 Closed
CAM
90
Concorde Asset Management
Michigan
-23,644 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-19,441 Closed
ICAS
92
Investors Capital Advisory Services
Massachusetts
-9,441 Closed
WCM
93
Wealthcare Capital Management
Virginia
-3,098 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
-788 Closed
GI
95
Gradient Investments
Minnesota
-579 Closed
CFSG
96
Community Financial Services Group
Vermont
-575 Closed
TRCT
97
Tower Research Capital (TRC)
New York
-437 Closed
Creative Planning
98
Creative Planning
Kansas
-300 Closed
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$0 1