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First Trust Morningstar Dividend Leaders Index Fund

136 hedge funds and large institutions have $684M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
61
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCM
101
Penserra Capital Management
California
$254K 9,033 +9,033 New
WS
102
Wedbush Securities
California
$253K 8,982 +1,514 +20%
BF
103
BOK Financial
Oklahoma
$246K 8,764 -1,150 -12%
SM
104
Sciencast Management
New Jersey
$232K 8,230 +8,230 New
Northern Trust
105
Northern Trust
Illinois
$212K 7,542 +7,542 New
AIM
106
Advantage Investment Management
Iowa
$206K 7,322 +1,043 +17%
NFG
107
Next Financial Group
Texas
$145K 5,161 +4,361 +545%
WA
108
WFG Advisors
Texas
$130K 4,639 +11 +0.2%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$67K 2,398 -700 -23%
TRCT
110
Tower Research Capital (TRC)
New York
$66K 2,336 -32,224 -93%
CFA
111
Carroll Financial Associates
North Carolina
$57K 2,055
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K 2,000
FFC
113
First Financial Corp
Indiana
$53K 1,875
NA
114
NewEdge Advisors
Louisiana
$48.2K 1,728 +1,728 New
GRP
115
Global Retirement Partners
California
$48K 1,698
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$42K 1,491 -130 -8%
AWM
117
Avior Wealth Management
Nebraska
$41K 1,445 -9,376 -87%
Creative Planning
118
Creative Planning
Kansas
$41K 1,460 -1,126 -44%
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$37K 1,300 -1 -0.1%
CTC
120
Central Trust Company
Missouri
$31K 1,100
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$28K 1,000 +1,000 New
ASN
122
Advisory Services Network
Georgia
$26K 915
VIA
123
Vantage Investment Advisors
Pennsylvania
$23K 822
HT
124
Heritage Trust
Oklahoma
$20K 707 +707 New
SFG
125
SevenBridge Financial Group
Pennsylvania
$19K 675