FDL icon

First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
46
Reduced
63
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTC
126
Central Trust Company
Missouri
$33K 1,100
CFA
127
Carroll Financial Associates
North Carolina
$27K 910
VIA
128
Vantage Investment Advisors
Pennsylvania
$25K 822
HT
129
Heritage Trust
Oklahoma
$21K 707
SFG
130
SevenBridge Financial Group
Pennsylvania
$20K 675
AWM
131
AllSquare Wealth Management
New York
$17K 563
ML
132
McAdam LLC
Pennsylvania
$17K 553
MWPCG
133
Measured Wealth Private Client Group
New Hampshire
$17K 560 +560 New
WWM
134
Wagner Wealth Management
South Carolina
$15K 508 -345 -40%
FC
135
Ferris Capital
Massachusetts
$13K 450
AWM
136
Avior Wealth Management
Nebraska
$13K 426 +3 +0.7%
AIS
137
Accurate Investment Solutions
Pennsylvania
$13K 440 +4 +0.9%
CFD
138
Creative Financial Designs
Indiana
$11K 381 +3 +0.8%
HCM
139
Highlander Capital Management
New Jersey
$9K 315
SIS
140
Sound Income Strategies
Florida
$9K 292
GI
141
Gradient Investments
Minnesota
$7K 232 -212 -48%
PA
142
Parallel Advisors
California
$7K 250 +250 New
ME
143
McIlrath & Eck
Washington
$6K 200 +200 New
KIG
144
Kessler Investment Group
Indiana
$6K 200 +200 New
CF
145
Centaurus Financial
California
$4.5K 151 -171,634 -100%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$4K 150 +150 New
AF
147
Advisornet Financial
Minnesota
$3K 100
BlackRock
148
BlackRock
New York
$2K 62 -27 -30%
CAC
149
Certified Advisory Corp
Florida
$2K 68
VF
150
Virtu Financial
New York
-9,001 Closed