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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $646M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
71
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CP
101
Camelot Portfolios
Ohio
$402K 13,130 +21 +0.2%
1IA
102
1834 Investment Advisors
Wisconsin
$400K 13,039
UCFA
103
United Capital Financial Advisors
Texas
$399K 13,023 -402 -3%
FDCC
104
Foster Dykema Cabot & Co
Massachusetts
$361K 11,773
SPIA
105
Steward Partners Investment Advisory
New York
$347K 11,336 +11,336 New
CFGS
106
Concourse Financial Group Securities
Alabama
$340K 11,109 +1,194 +12%
FAIM
107
Financial Advocates Investment Management
Washington
$338K 11,027 +65 +0.6%
PAS
108
Partnervest Advisory Services
California
$313K 10,209 +79 +0.8%
CWM
109
Connecticut Wealth Management
Connecticut
$306K 10,000 +10,000 New
CA
110
Claro Advisors
Massachusetts
$305K 9,946 +372 +4%
IFWM
111
Institute for Wealth Management
Colorado
$301K 9,840 +968 +11%
LWAC
112
Laurel Wealth Advisors (California)
California
$298K 9,712 +1 +0%
FWM
113
Frontier Wealth Management
Missouri
$293K 9,567 +46 +0.5%
Citadel Advisors
114
Citadel Advisors
Florida
$291K 9,492 +9,492 New
AI
115
Atria Investments
North Carolina
$284K 9,584 -10,840 -53%
PWA
116
Peterson Wealth Advisors
Utah
$275K 8,982 +74 +0.8%
KA
117
Kovack Advisors
Florida
$274K 8,942
CIAS
118
Capital Investment Advisory Services
North Carolina
$266K 8,640 -500 -5%
CS
119
Credit Suisse
Switzerland
$264K 8,621 -56,571 -87%
CCB
120
Cutter & Co Brokerage
Missouri
$253K 8,262 -100 -1%
BSW
121
Buckingham Strategic Wealth
Missouri
$253K 8,242
CA
122
Calton & Associates
Florida
$248K 8,093 -508 -6%
VWA
123
V Wealth Advisors
Kansas
$247K 8,032 -131 -2%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
Bank of New York Mellon
125
Bank of New York Mellon
New York
$240K 7,810 +167 +2%