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First Trust Morningstar Dividend Leaders Index Fund

161 hedge funds and large institutions have $596M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 13 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
47
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
101
Barber Financial Group
Kansas
$279K +$29.6K +1,051 +12%
LWAC
102
Laurel Wealth Advisors (California)
California
$274K
OSNBOA
103
Old Second National Bank of Aurora
Illinois
$259K -$71.3K -2,530 -22%
MHS
104
M Holdings Securities
Oregon
$238K -$37.6K -1,331 -14%
PA
105
PFG Advisors
Arizona
$237K +$237K +8,383 New
BF
106
BOK Financial
Oklahoma
$221K -$26.3K -933 -11%
Northern Trust
107
Northern Trust
Illinois
$213K -$38.6K -1,368 -15%
LNC
108
Lincoln National Corp
Pennsylvania
$210K -$173K -6,115 -45%
William Blair & Company
109
William Blair & Company
Illinois
$201K -$31.1K -1,100 -13%
NFG
110
Next Financial Group
Texas
$201K +$201K +7,113 New
VFA
111
Voya Financial Advisors
Connecticut
$200K +$4.1K +147 +2%
AIM
112
Advantage Investment Management
Iowa
$184K -$51.2K -1,819 -22%
US Bancorp
113
US Bancorp
Minnesota
$183K -$67.1K -2,374 -27%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$171K +$47.1K +1,665 +38%
APA
115
American Portfolios Advisors
New York
$128K +$2.74K +97 +2%
BFC
116
Bedel Financial Consulting
Indiana
$122K +$122K +4,328 New
ASN
117
Advisory Services Network
Georgia
$98K +$931 +33 +1%
HFP
118
Holistic Financial Partners
Indiana
$93K +$93K +3,293 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85K +$44.9K +1,592 +112%
MFT
120
Moisand Fitzgerald Tamayo
Florida
$77K
BWL
121
Bogart Wealth LLC
Virginia
$72K +$3.26K +115 +5%
SPIA
122
Steward Partners Investment Advisory
New York
$64K
SIAP
123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K
RCAG
124
Rehmann Capital Advisory Group
Michigan
$56K +$56K +1,966 New
FFC
125
First Financial Corp
Indiana
$53K