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First Trust Morningstar Dividend Leaders Index Fund

120 hedge funds and large institutions have $698M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
19
Increased
52
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIM
76
Arcadia Investment Management
Michigan
$519K 19,336
ICAS
77
Investors Capital Advisory Services
Massachusetts
$463K 17,273 +4,863 +39%
DADC
78
D.A. Davidson & Co
Montana
$462K 17,249 +1,049 +6%
BAAM
79
Baker Avenue Asset Management
California
$421K 15,676 +4,381 +39%
IH
80
IFC Holdings
Florida
$384K 14,253 +581 +4%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$376K 14,022 +14,022 New
PAS
82
Partnervest Advisory Services
California
$370K 13,778 +1,639 +14%
MWAC
83
Mariner Wealth Advisors (Cincinnati)
Ohio
$369K 13,741
CWM
84
Concert Wealth Management
California
$357K 13,315 +4,053 +44%
HFS
85
HL Financial Services
Kentucky
$346K 12,881 +2,888 +29%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$341K 12,700 +12,700 New
BRWA
87
B. Riley Wealth Advisors
Florida
$335K 12,466 +12,466 New
CFA
88
Cahill Financial Advisors
Minnesota
$306K 11,371 +3,405 +43%
William Blair & Company
89
William Blair & Company
Illinois
$305K 11,385
CCB
90
Cutter & Co Brokerage
Missouri
$294K 10,960 +1,960 +22%
LNC
91
Lincoln National Corp
Pennsylvania
$284K 10,572 +2,308 +28%
AWM
92
Avior Wealth Management
Nebraska
$270K 10,065 -2,650 -21%
BF
93
BOK Financial
Oklahoma
$244K 9,114
KA
94
Kovack Advisors
Florida
$241K 8,979 +8,979 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$233K 8,698 +6,398 +278%
RWM
96
Rench Wealth Management
Texas
$202K 7,538 -1,864 -20%
AIM
97
Advantage Investment Management
Iowa
$201K 7,504 +1,514 +25%
WP
98
WealthPLAN Partners
Nebraska
$195K 12,602 +12,602 New
US Bancorp
99
US Bancorp
Minnesota
$177K 6,620 +564 +9%
ACS
100
Archford Capital Strategies
Illinois
$168K 6,255 +6,255 New