FDL icon

First Trust Morningstar Dividend Leaders Index Fund

138 hedge funds and large institutions have $703M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
45
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
126
Next Financial Group
Texas
$23K -$108K -3,761 -82%
SFG
127
SevenBridge Financial Group
Pennsylvania
$19K +$4.93K +175 +35%
KIG
128
Kessler Investment Group
Indiana
$17K +$17K +581 New
AWM
129
AllSquare Wealth Management
New York
$16K
WP
130
WealthPLAN Partners
Nebraska
$14.1K +$14.1K +490 New
GI
131
Gradient Investments
Minnesota
$13K +$13K +444 New
AIS
132
Accurate Investment Solutions
Pennsylvania
$12K +$86 +3 +0.7%
ACS
133
Archford Capital Strategies
Illinois
$11K -$167K -5,788 -94%
HCM
134
Highlander Capital Management
New Jersey
$9K
BlackRock
135
BlackRock
New York
$3K
MA
136
MCF Advisors
Kentucky
$2K
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$1K
HA
138
Hays Advisory
Tennessee
-$17.6M -632,930 Closed
MIAN
139
Mariner Independent Advisor Network
Kansas
-$6.96M -250,676 Closed
CFP
140
Cornerstone Financial Partners
North Carolina
-$5.97M -215,231 Closed
FHA
141
First Horizon Advisors
Tennessee
-$3.75M -140,202 Closed
Goldman Sachs
142
Goldman Sachs
New York
-$1.56M -56,359 Closed
Jane Street
143
Jane Street
New York
-$1.12M -40,443 Closed
LPT
144
Legacy Private Trust
Wisconsin
-$471K -16,985 Closed
JCM
145
Janney Capital Management
Pennsylvania
-$336K -12,131 Closed
VAM
146
Visionary Asset Management
Texas
-$321K -11,549 Closed
MPM
147
Meritage Portfolio Management
Kansas
-$309K -11,120 Closed
ACP
148
Aveo Capital Partners
Colorado
-$301K -10,841 Closed
BIG
149
Bellwether Investment Group
Tennessee
-$80K -2,883 Closed
SAM
150
Shamrock Asset Management
Texas
-$76K -2,730 Closed