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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
57
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
101
1834 Investment Advisors
Wisconsin
$355K -$4.41K -162 -1%
AWM
102
AE Wealth Management
Kansas
$328K -$349K -12,797 -52%
FWM
103
Frontier Wealth Management
Missouri
$326K +$1.45K +53 +0.4%
FAIM
104
Financial Advocates Investment Management
Washington
$309K +$12.4K +456 +4%
BRWM
105
B. Riley Wealth Management
Tennessee
$294K
PAS
106
Partnervest Advisory Services
California
$279K -$66.4K -2,438 -19%
CA
107
Claro Advisors
Massachusetts
$277K +$277K +9,283 New
LWAC
108
Laurel Wealth Advisors (California)
California
$264K
CFGS
109
Concourse Financial Group Securities
Alabama
$263K +$202K +7,454 +335%
IWM
110
IHT Wealth Management
Illinois
$262K +$68.8K +2,521 +36%
PWA
111
Peterson Wealth Advisors
Utah
$241K +$3.08K +113 +1%
CCB
112
Cutter & Co Brokerage
Missouri
$239K -$5.46K -200 -2%
MHS
113
M Holdings Securities
Oregon
$231K +$2.02K +74 +0.9%
BSW
114
Buckingham Strategic Wealth
Missouri
$225K +$225K +8,242 New
Bank of New York Mellon
115
Bank of New York Mellon
New York
$215K +$13.8K +504 +7%
FDCC
116
Foster Dykema Cabot & Co
Massachusetts
$209K +$209K +7,669 New
CS
117
Credit Suisse
Switzerland
$204K -$1.25M -45,940 -86%
BF
118
BOK Financial
Oklahoma
$202K -$51.6K -1,901 -20%
TRCT
119
Tower Research Capital (TRC)
New York
$164K -$233K -8,531 -59%
APA
120
American Portfolios Advisors
New York
$160K +$28.5K +1,048 +22%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$152K +$9.52K +350 +7%
GCA
122
Genesee Capital Advisors
New York
$133K +$133K +4,874 New
PB
123
Pinnacle Bancorp
Nebraska
$126K +$126K +4,635 New
MWC
124
MBM Wealth Consultants
Missouri
$119K +$119K +4,380 New
BFC
125
Bedel Financial Consulting
Indiana
$118K