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First Trust Morningstar Dividend Leaders Index Fund

161 hedge funds and large institutions have $596M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
47
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
126
Global Retirement Partners
California
$48K
AA
127
AlphaMark Advisors
Kentucky
$40K
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$39K +$86 +3 +0.2%
MSFP
129
Mark Sheptoff Financial Planning
Connecticut
$37K
APP
130
Avantax Planning Partners
Iowa
$35K +$35K +1,229 New
RFC
131
Regions Financial Corp
Alabama
$32K
CTC
132
Central Trust Company
Missouri
$31K
WDL
133
Well Done LLC
Michigan
$30K +$30K +1,045 New
ML
134
McAdam LLC
Pennsylvania
$27K +$27K +953 New
CFA
135
Carroll Financial Associates
North Carolina
$25K -$31.5K -1,145 -56%
WWM
136
Wagner Wealth Management
South Carolina
$24K
VIA
137
Vantage Investment Advisors
Pennsylvania
$23K
HT
138
Heritage Trust
Oklahoma
$20K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$19K -$16K -576 -46%
SFG
140
SevenBridge Financial Group
Pennsylvania
$19K
AWM
141
AllSquare Wealth Management
New York
$16K
JCM
142
Jacobi Capital Management
Pennsylvania
$16K +$139 +5 +0.9%
GI
143
Gradient Investments
Minnesota
$13K -$13.2K -450 -50%
AWM
144
Avior Wealth Management
Nebraska
$12K -$16.4K -574 -58%
AIS
145
Accurate Investment Solutions
Pennsylvania
$12K +$83 +3 +0.7%
CFD
146
Creative Financial Designs
Indiana
$11K +$88 +3 +0.8%
ACS
147
Archford Capital Strategies
Illinois
$11K +$11K +382 New
S
148
SignatureFD
Georgia
$11K +$11K +404 New
MPPLM
149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K -$26.6K -894 -75%
HCM
150
Highlander Capital Management
New Jersey
$9K