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First Trust Morningstar Dividend Leaders Index Fund

137 hedge funds and large institutions have $653M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
33
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NFG
126
Next Financial Group
Texas
$17K 600 -4,561 -88%
LC
127
Landaas & Company
Wisconsin
$17K 587 +587 New
AWM
128
AllSquare Wealth Management
New York
$16K 563 +563 New
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K 484
JCM
130
Jacobi Capital Management
Pennsylvania
$12K 400 -108 -21%
AIS
131
Accurate Investment Solutions
Pennsylvania
$12K 425 +3 +0.7%
HCM
132
Highlander Capital Management
New Jersey
$9K 315
MA
133
MCF Advisors
Kentucky
$5K 170
BlackRock
134
BlackRock
New York
$3K 111
LCM
135
Liberty Capital Management
Michigan
$3K 92
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$1K 38
FLI
137
Family Legacy Inc
South Carolina
-64,951 Closed
FDCC
138
Foster Dykema Cabot & Co
Massachusetts
-43,241 Closed
SS
139
Simplicity Solutions
Minnesota
-34,290 Closed
SG Americas Securities
140
SG Americas Securities
New York
-25,208 Closed
AIM
141
Arcadia Investment Management
Michigan
-19,336 Closed
FHC
142
First Heartland Consultants
Missouri
-13,860 Closed
VFA
143
Voya Financial Advisors
Connecticut
-9,119 Closed
PCM
144
Penserra Capital Management
California
-9,033 Closed
SM
145
Sciencast Management
New Jersey
-8,230 Closed
NA
146
NewEdge Advisors
Louisiana
-1,728 Closed
Creative Planning
147
Creative Planning
Kansas
-1,460 Closed
GI
148
Gradient Investments
Minnesota
-594 Closed
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$0 1
HI
150
Hudock Inc
Pennsylvania
$0 10 +10 New