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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 %
SFG
76
StrategIQ Financial Group
Indiana
$557K +$8.86K +325 +2%
SWM
77
SeaCrest Wealth Management
New York
$528K -$103K -3,772 -16%
WEC
78
Winslow Evans & Crocker
Massachusetts
$502K -$21.6K -790 -4%
AI
79
Atria Investments
North Carolina
$501K -$57.5K -2,110 -10%
CAN
80
Claraphi Advisory Network
United States
$497K +$2.81K +103 +0.6%
SPC
81
Sigma Planning Corp
Michigan
$483K +$92.8K +3,406 +24%
SWP
82
Stratos Wealth Partners
Ohio
$481K -$80.6K -2,961 -14%
WWM
83
Western Wealth Management
Colorado
$479K +$479K +17,610 New
FAM
84
Formidable Asset Management
Ohio
$477K -$51.7K -1,900 -10%
NFG
85
Next Financial Group
Texas
$477K +$477K +17,529 New
WI
86
Wintrust Investments
Illinois
$473K -$91.6K -3,363 -16%
SS
87
Simplicity Solutions
Minnesota
$472K -$6.12K -225 -1%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$469K +$13.8K +506 +3%
SFG
89
SNS Financial Group
Minnesota
$441K
MOS
90
MGO One Seven
Ohio
$434K +$14.7K +542 +4%
GFPC
91
Global Financial Private Capital
Florida
$422K -$407K -14,957 -49%
RIA
92
Regal Investment Advisors
Michigan
$415K +$73.6K +2,700 +22%
HR
93
Hayden Royal
North Carolina
$400K +$400K +14,682 New
KA
94
Kovack Advisors
Florida
$390K -$8.99K -330 -2%
CFA
95
Cahill Financial Advisors
Minnesota
$385K -$36.9K -1,356 -9%
RJT
96
Raymond James Trust
Florida
$374K +$28.1K +1,031 +8%
UCFA
97
United Capital Financial Advisors
Texas
$366K +$21.1K +775 +6%
VWA
98
V Wealth Advisors
Kansas
$365K -$280 -10 -0.1%
MFBTD
99
MB Financial Bank - Trust Department
Illinois
$359K
SCA
100
Snowden Capital Advisors
New York
$357K +$50.4K +1,849 +16%