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First Trust Morningstar Dividend Leaders Index Fund

136 hedge funds and large institutions have $684M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
61
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
126
Gradient Investments
Minnesota
$17K 594 +150 +34%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K 484 -16,531 -97%
JCM
128
Jacobi Capital Management
Pennsylvania
$14K 508 +508 New
AIS
129
Accurate Investment Solutions
Pennsylvania
$12K 422 +4 +1%
HCM
130
Highlander Capital Management
New Jersey
$9K 315
HNB
131
Huntington National Bank
Ohio
MA
132
MCF Advisors
Kentucky
$5K 170 +95 +127%
BlackRock
133
BlackRock
New York
$3K 111
LCM
134
Liberty Capital Management
Michigan
$3K 92 +92 New
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$1K 38
IWM
136
IHT Wealth Management
Illinois
$24 4,751 +2,913 +158%
JWM
137
Jackson Wealth Management
Florida
-93,115 Closed
SI
138
SII Investments
Wisconsin
-11,312 Closed
IAA
139
Independent Advisor Alliance
North Carolina
-9,252 Closed
LNC
140
Lincoln National Corp
Pennsylvania
-8,136 Closed
CWM
141
Concert Wealth Management
California
-7,786 Closed
BFG
142
Barber Financial Group
Kansas
-7,043 Closed
BBHC
143
Brown Brothers Harriman & Co
New York
-2,000 Closed
RCG
144
Ruggie Capital Group
Florida
-1,600 Closed
KIG
145
Kessler Investment Group
Indiana
-581 Closed
AWM
146
AllSquare Wealth Management
New York
-563 Closed
WP
147
WealthPLAN Partners
Nebraska
-490 Closed
ACS
148
Archford Capital Strategies
Illinois
-382 Closed
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$0 1