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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$165K 6,140 +6,140 New
BIG
102
Bellwether Investment Group
Tennessee
$76K 2,842 +2,842 New
Creative Planning
103
Creative Planning
Kansas
$59K 2,183 +1,164 +114%
NFG
104
Next Financial Group
Texas
$46K 1,750
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$45K 1,686 +576 +52%
IPC
106
Independent Portfolio Consultants
Florida
$41K 1,510 +1,510 New
MSFP
107
Mark Sheptoff Financial Planning
Connecticut
$35K 1,300
ASN
108
Advisory Services Network
Georgia
$24K 898 +898 New
CFA
109
Carroll Financial Associates
North Carolina
$24K 910 +910 New
VIA
110
Vantage Investment Advisors
Pennsylvania
$22K 822
AWM
111
AllSquare Wealth Management
New York
$15K 563
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$14K 537
S
113
SignatureFD
Georgia
$13K 468
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$13K 498
SFG
115
SevenBridge Financial Group
Pennsylvania
$13K 500 +500 New
HCM
116
Highlander Capital Management
New Jersey
$8K 315
BlackRock
117
BlackRock
New York
$3K 111
MA
118
MCF Advisors
Kentucky
$2K 75
FHC
119
First Heartland Consultants
Missouri
$958 35,715 -798 -2%
MPM
120
Meritage Portfolio Management
Kansas
-535,255 Closed
AIG
121
American International Group
New York
-353,833 Closed
Goldman Sachs
122
Goldman Sachs
New York
-284,101 Closed
TFA
123
Transamerica Financial Advisors
Florida
-15,752 Closed
CAM
124
Concorde Asset Management
Michigan
-8,035 Closed
MFT
125
Moisand Fitzgerald Tamayo
Florida
-2,717 Closed