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First Trust Morningstar Dividend Leaders Index Fund

138 hedge funds and large institutions have $703M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
45
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
76
Barometer Capital Management
Ontario, Canada
$496K
RJT
77
Raymond James Trust
Florida
$491K -$117K -4,079 -19%
SFG
78
SNS Financial Group
Minnesota
$491K +$491K +17,038 New
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$490K -$179K -6,220 -27%
FAM
80
Formidable Asset Management
Ohio
$489K -$65.4K -2,298 -12%
PAS
81
Partnervest Advisory Services
California
$485K -$28.6K -991 -6%
CFA
82
Cahill Financial Advisors
Minnesota
$478K +$1.56K +54 +0.3%
OC
83
Oppenheimer & Co
New York
$476K -$140K -4,868 -23%
BAAM
84
Baker Avenue Asset Management
California
$459K -$35K -1,213 -7%
FFEC
85
First Financial Equity Corporation
Arizona
$444K +$444K +15,456 New
MWAC
86
Mariner Wealth Advisors (Cincinnati)
Ohio
$404K +$404K +14,031 New
HFS
87
HL Financial Services
Kentucky
$403K +$9.58K +332 +2%
MFBTD
88
MB Financial Bank - Trust Department
Illinois
$379K
FHC
89
First Heartland Consultants
Missouri
$378K -$253K -8,757 -40%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$359K +$131K +4,568 +58%
CCB
91
Cutter & Co Brokerage
Missouri
$339K
FWM
92
Frontier Wealth Management
Missouri
$334K +$1.7K +59 +0.5%
SI
93
SII Investments
Wisconsin
$326K +$326K +11,312 New
AWM
94
Avior Wealth Management
Nebraska
$312K +$2.31K +80 +0.7%
LFAS
95
Level Four Advisory Services
Texas
$308K +$308K +10,720 New
BF
96
BOK Financial
Oklahoma
$286K
US Bancorp
97
US Bancorp
Minnesota
$282K -$69.7K -2,413 -20%
William Blair & Company
98
William Blair & Company
Illinois
$266K
IAA
99
Independent Advisor Alliance
North Carolina
$266K +$266K +9,252 New
VFA
100
Voya Financial Advisors
Connecticut
$258K +$33.3K +1,154 +15%