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First Trust Morningstar Dividend Leaders Index Fund

149 hedge funds and large institutions have $542M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% 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
8
Increased
46
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HT
126
Heritage Trust
Oklahoma
$20K 707
SFG
127
SevenBridge Financial Group
Pennsylvania
$19K 675
LC
128
Landaas & Company
Wisconsin
$18K 625 +625 New
JCM
129
Jacobi Capital Management
Pennsylvania
$17K 580 +5 +0.9%
ML
130
McAdam LLC
Pennsylvania
$16K 553 -400 -42%
AWM
131
AllSquare Wealth Management
New York
$16K 563
SEI Investments
132
SEI Investments
Pennsylvania
$15K 514 +514 New
GI
133
Gradient Investments
Minnesota
$13K 444
FC
134
Ferris Capital
Massachusetts
$13K 450 +450 New
S
135
SignatureFD
Georgia
$12K 404
AWM
136
Avior Wealth Management
Nebraska
$12K 423 +4 +1%
AIS
137
Accurate Investment Solutions
Pennsylvania
$12K 436 +4 +0.9%
CFD
138
Creative Financial Designs
Indiana
$11K 378 +4 +1%
ACS
139
Archford Capital Strategies
Illinois
$10K 335 -47 -12%
HCM
140
Highlander Capital Management
New Jersey
$9K 315
MPPLM
141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K 303
SIS
142
Sound Income Strategies
Florida
$8K 292
AF
143
Advisornet Financial
Minnesota
$3K 100
BlackRock
144
BlackRock
New York
$3K 89
CAC
145
Certified Advisory Corp
Florida
$2K 68
NA
146
NewEdge Advisors
Louisiana
$1.06K 37,103 +9,231 +33%
BIA
147
Biondo Investment Advisors
Pennsylvania
-15,130 Closed
BFG
148
Barber Financial Group
Kansas
-9,892 Closed
OSNBOA
149
Old Second National Bank of Aurora
Illinois
-9,194 Closed
PA
150
PFG Advisors
Arizona
-8,383 Closed