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First Trust Morningstar Dividend Leaders Index Fund

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% 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
8
Increased
46
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$209K 7,312 -5,923 -45%
William Blair & Company
102
William Blair & Company
Illinois
$207K 7,257 +152 +2%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$153K 5,335 -707 -12%
APA
104
American Portfolios Advisors
New York
$136K 4,766 +235 +5%
US Bancorp
105
US Bancorp
Minnesota
$128K 4,491 -1,988 -31%
BFC
106
Bedel Financial Consulting
Indiana
$124K 4,328
ASN
107
Advisory Services Network
Georgia
$99K 3,389 -85 -2%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90K 3,136 +124 +4%
SPIA
109
Steward Partners Investment Advisory
New York
$83K 2,900 +600 +26%
MFT
110
Moisand Fitzgerald Tamayo
Florida
$78K 2,717
BWL
111
Bogart Wealth LLC
Virginia
$72K 2,538
FHA
112
Flagship Harbor Advisors
Massachusetts
$59K 2,085 +2,085 New
SIAP
113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K 2,000
FFC
114
First Financial Corp
Indiana
$54K 1,875
GRP
115
Global Retirement Partners
California
$49K 1,698
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$43K 1,487 +1,487 New
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$39K 1,369 +3 +0.2%
MSFP
118
Mark Sheptoff Financial Planning
Connecticut
$37K 1,300
CWA
119
Clarus Wealth Advisors
Arizona
$34K 1,214 +1,214 New
RFC
120
Regions Financial Corp
Alabama
$32K 1,125
CTC
121
Central Trust Company
Missouri
$31K 1,100
CFA
122
Carroll Financial Associates
North Carolina
$26K 910
WWM
123
Wagner Wealth Management
South Carolina
$24K 853
VIA
124
Vantage Investment Advisors
Pennsylvania
$24K 822
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$20K 685