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First Trust Morningstar Dividend Leaders Index Fund

137 hedge funds and large institutions have $653M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
33
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFG
101
Barber Financial Group
Kansas
$226K 7,785 +7,785 New
LFAS
102
Level Four Advisory Services
Texas
$222K 7,663 -3,057 -29%
Northern Trust
103
Northern Trust
Illinois
$222K 7,660 +118 +2%
US Bancorp
104
US Bancorp
Minnesota
$221K 7,603 -2,500 -25%
HNB
105
Huntington National Bank
Ohio
TRCT
106
Tower Research Capital (TRC)
New York
$98K 3,383 +1,047 +45%
MFT
107
Moisand Fitzgerald Tamayo
Florida
$79K 2,717 +2,717 New
BWL
108
Bogart Wealth LLC
Virginia
$79K 2,719 +2,719 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$76K 2,592 +194 +8%
SPIA
110
Steward Partners Investment Advisory
New York
$66K 2,300 +2,300 New
CFA
111
Carroll Financial Associates
North Carolina
$60K 2,055
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K 2,000
FFC
113
First Financial Corp
Indiana
$54K 1,875
GRP
114
Global Retirement Partners
California
$49K 1,698
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$43K 1,491
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$39K 1,360 +1,360 New
MSFP
117
Mark Sheptoff Financial Planning
Connecticut
$38K 1,300
SEI Investments
118
SEI Investments
Pennsylvania
$33K 1,143 +1,143 New
CTC
119
Central Trust Company
Missouri
$32K 1,100
AWM
120
Avior Wealth Management
Nebraska
$29K 983 -462 -32%
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$29K 1,000
ASN
122
Advisory Services Network
Georgia
$24K 815 -100 -11%
VIA
123
Vantage Investment Advisors
Pennsylvania
$24K 822
HT
124
Heritage Trust
Oklahoma
$21K 707
SFG
125
SevenBridge Financial Group
Pennsylvania
$20K 675