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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 %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$249K -$15.9K -552 -6%
LNC
102
Lincoln National Corp
Pennsylvania
$235K -$60K -2,076 -20%
TSS
103
Two Sigma Securities
New York
$232K +$232K +8,067 New
LWAC
104
Laurel Wealth Advisors (California)
California
$227K +$19.5K +677 +9%
CWM
105
Concert Wealth Management
California
$218K -$144K -5,143 -40%
WS
106
Wedbush Securities
California
$215K -$15.2K -527 -7%
BFG
107
Barber Financial Group
Kansas
$203K +$203K +7,043 New
AIP
108
Ahrens Investment Partners
Louisiana
$203K +$203K +7,053 New
AIM
109
Advantage Investment Management
Iowa
$181K +$7.41K +257 +4%
IWM
110
IHT Wealth Management
Illinois
$161K +$139K +1,583 +621%
PB
111
Pinnacle Bancorp
Nebraska
$134K +$134K +4,635 New
WA
112
WFG Advisors
Texas
$133K -$291K -10,142 -69%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$89K +$2.82K +98 +3%
Creative Planning
114
Creative Planning
Kansas
$74K +$44K +1,536 +146%
CFA
115
Carroll Financial Associates
North Carolina
$59K
SIAP
116
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K +$58K +2,000 New
BBHC
117
Brown Brothers Harriman & Co
New York
$58K +$58K +2,000 New
FFC
118
First Financial Corp
Indiana
$54K
GRP
119
Global Retirement Partners
California
$49K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$47K -$35.1K -1,211 -43%
RCG
121
Ruggie Capital Group
Florida
$46K +$46K +1,600 New
MSFP
122
Mark Sheptoff Financial Planning
Connecticut
$37K +$28 +1 +0.1%
CTC
123
Central Trust Company
Missouri
$32K
ASN
124
Advisory Services Network
Georgia
$26K +$26K +915 New
VIA
125
Vantage Investment Advisors
Pennsylvania
$24K