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First Trust Morningstar Dividend Leaders Index Fund

210 hedge funds and large institutions have $740M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
44
Increased
85
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RW
101
RVW Wealth
California
$656K 20,124 -192 -0.9%
VFA
102
Voya Financial Advisors
Connecticut
$654K 20,134 -164 -0.8%
CWM
103
Connecticut Wealth Management
Connecticut
$652K 20,000
OC
104
Oppenheimer & Co
New York
$640K 19,630 +2,274 +13%
JIP
105
Jaffetilchin Investment Partners
Florida
$629K 19,314 -2,365 -11%
SCA
106
Snowden Capital Advisors
New York
$627K 19,249 +3,570 +23%
SBWM
107
Sunflower Bank Wealth Management
Arizona
$590K 18,100 +480 +3%
WEC
108
Winslow Evans & Crocker
Massachusetts
$590K 18,032 +624 +4%
AI
109
Atria Investments
North Carolina
$572K 17,546 +4,001 +30%
RJT
110
Raymond James Trust
Florida
$571K 17,532 -226 -1%
MOS
111
MGO One Seven
Ohio
$551K 16,934 +165 +1%
TFA
112
Teamwork Financial Advisors
Texas
$540K 16,565 +16,565 New
AA
113
Ancora Advisors
Ohio
$519K 15,920 -260 -2%
FAM
114
Formidable Asset Management
Ohio
$512K 15,800
HR
115
Hayden Royal
North Carolina
$502K 15,902 +1,304 +9%
RIA
116
Regal Investment Advisors
Michigan
$498K 15,284 +285 +2%
ONB
117
Old National Bancorp
Indiana
$496K 15,229 -2,072 -12%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$488K 14,982 -1,178 -7%
SFG
119
SNS Financial Group
Minnesota
$453K 13,907
1IA
120
1834 Investment Advisors
Wisconsin
$425K 13,039
CP
121
Camelot Portfolios
Ohio
$407K 12,493 +43 +0.3%
CIAS
122
Capital Investment Advisory Services
North Carolina
$407K 12,490 +4,200 +51%
FAIM
123
Financial Advocates Investment Management
Washington
$391K 12,008 +586 +5%
SFG
124
StrategIQ Financial Group
Indiana
$387K 11,882 -1,350 -10%
1W
125
1776 Wealth
Georgia
$387K 11,900 +11,900 New