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First Trust Morningstar Dividend Leaders Index Fund

158 hedge funds and large institutions have $683M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
46
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$322K 10,688 +2,025 +23%
MHS
102
M Holdings Securities
Oregon
$294K 9,767 -1,299 -12%
LWAC
103
Laurel Wealth Advisors (California)
California
$292K 9,709
HFA
104
High Falls Advisors
New York
$270K 8,988 +8,988 New
Northern Trust
105
Northern Trust
Illinois
$268K 8,910 +1,250 +16%
BFG
106
Barber Financial Group
Kansas
$266K 8,841 +1,056 +14%
US Bancorp
107
US Bancorp
Minnesota
$266K 8,853 +1,250 +16%
BF
108
BOK Financial
Oklahoma
$264K 8,764
FWM
109
Frontier Wealth Management
Missouri
$257K 8,529 -3,154 -27%
AIM
110
Advantage Investment Management
Iowa
$251K 8,350 -237 -3%
William Blair & Company
111
William Blair & Company
Illinois
$247K 8,205 -1,028 -11%
SPI
112
Santori & Peters Inc
Pennsylvania
$224K 7,923 +7,923 New
VFA
113
Voya Financial Advisors
Connecticut
$212K 7,018 +7,018 New
1IA
114
1834 Investment Advisors
Wisconsin
$212K 7,060 +7,060 New
IFWM
115
Institute for Wealth Management
Colorado
$208K 6,916 +6,916 New
CWM
116
Cornerstone Wealth Management
Missouri
$204K 6,743 +6,743 New
APA
117
American Portfolios Advisors
New York
$133K 4,434 +4,434 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$132K 4,377 +1,785 +69%
ASN
119
Advisory Services Network
Georgia
$104K 3,441 +2,626 +322%
CA
120
Calton & Associates
Florida
$103K 3,356 +3,356 New
MFT
121
Moisand Fitzgerald Tamayo
Florida
$82K 2,717
BWL
122
Bogart Wealth LLC
Virginia
$73K 2,423 -296 -11%
SPIA
123
Steward Partners Investment Advisory
New York
$69K 2,300
CFA
124
Carroll Financial Associates
North Carolina
$61K 2,055
SIAP
125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K 2,000