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First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
46
Reduced
63
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VFA
101
Voya Financial Advisors
Connecticut
$255K 8,561 +8,561 New
MHS
102
M Holdings Securities
Oregon
$250K 8,402 +43 +0.5%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$220K 7,372 +60 +0.8%
William Blair & Company
104
William Blair & Company
Illinois
$212K 7,105 -152 -2%
IWM
105
IHT Wealth Management
Illinois
$211K 7,080 -3,244 -31%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$156K 5,237 -98 -2%
APA
107
American Portfolios Advisors
New York
$144K 4,836 +70 +1%
BFC
108
Bedel Financial Consulting
Indiana
$126K 4,328
US Bancorp
109
US Bancorp
Minnesota
$110K 3,679 -812 -18%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$103K 3,454 +2,769 +404%
ASN
111
Advisory Services Network
Georgia
$100K 3,355 -34 -1%
SPIA
112
Steward Partners Investment Advisory
New York
$86K 2,900
MFT
113
Moisand Fitzgerald Tamayo
Florida
$81K 2,717
S
114
SignatureFD
Georgia
$80K 2,690 +2,286 +566%
BWL
115
Bogart Wealth LLC
Virginia
$68K 2,294 -244 -10%
CFGS
116
Concourse Financial Group Securities
Alabama
$66K 2,228 +2,228 New
FHA
117
Flagship Harbor Advisors
Massachusetts
$62K 2,075 -10 -0.5%
FFC
118
First Financial Corp
Indiana
$56K 1,875
GRP
119
Global Retirement Partners
California
$51K 1,698
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$44K 1,487
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$41K 1,372 +3 +0.2%
MSFP
122
Mark Sheptoff Financial Planning
Connecticut
$39K 1,300
APP
123
Avantax Planning Partners
Iowa
$37K 1,229 +1,229 New
CWA
124
Clarus Wealth Advisors
Arizona
$36K 1,214
RFC
125
Regions Financial Corp
Alabama
$34K 1,125