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First Trust Morningstar Dividend Leaders Index Fund

118 hedge funds and large institutions have $761M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
8
Increased
58
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$71K 2,613 +430 +20%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$47K 1,713 +27 +2%
IPC
103
Independent Portfolio Consultants
Florida
$41K 1,510
MSFP
104
Mark Sheptoff Financial Planning
Connecticut
$35K 1,300
CTC
105
Central Trust Company
Missouri
$30K 1,100 +1,100 New
ASN
106
Advisory Services Network
Georgia
$25K 915 +17 +2%
CFA
107
Carroll Financial Associates
North Carolina
$24K 910
VIA
108
Vantage Investment Advisors
Pennsylvania
$22K 822
AWM
109
AllSquare Wealth Management
New York
$15K 563
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$14K 498
S
111
SignatureFD
Georgia
$13K 468
SFG
112
SevenBridge Financial Group
Pennsylvania
$13K 500
JFA
113
JNBA Financial Advisors
Minnesota
$13K 468 +468 New
HCM
114
Highlander Capital Management
New Jersey
$9K 315
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$7K 250 +250 New
BlackRock
116
BlackRock
New York
$3K 111
MA
117
MCF Advisors
Kentucky
$2K 75
HI
118
Horizon Investments
North Carolina
-201,236 Closed
AP
119
Advisors Preferred
Maryland
-135,340 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-39,848 Closed
Millennium Management
121
Millennium Management
New York
-22,205 Closed
RWM
122
Rench Wealth Management
Texas
-7,538 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-6,140 Closed
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
-537 Closed
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$0 1