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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
57
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$100K
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$94K
GRP
128
Global Retirement Partners
California
$88K +$41.9K +1,543 +91%
S
129
SignatureFD
Georgia
$85K +$12K +442 +16%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$74K
CIAS
131
Capital Investment Advisory Services
North Carolina
$64K +$64K +2,365 New
BWL
132
Bogart Wealth LLC
Virginia
$62K
FFC
133
First Financial Corp
Indiana
$51K
WCM
134
WealthBridge Capital Management
Ohio
$44K +$44K +1,613 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$41K
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$37K +$108 +4 +0.3%
MSFP
137
Mark Sheptoff Financial Planning
Connecticut
$35K
CWA
138
Clarus Wealth Advisors
Arizona
$33K
RFC
139
Regions Financial Corp
Alabama
$31K
SGS
140
Sterling Global Strategies
California
$30.9K +$30.9K +1,135 New
CTC
141
Central Trust Company
Missouri
$30K
CFA
142
Carroll Financial Associates
North Carolina
$25K
Deutsche Bank
143
Deutsche Bank
Germany
$19K +$19K +724 New
SFG
144
SevenBridge Financial Group
Pennsylvania
$18K
AWM
145
AllSquare Wealth Management
New York
$15K
FC
146
Ferris Capital
Massachusetts
$12K
AIS
147
Accurate Investment Solutions
Pennsylvania
$12K +$161 +6 +1%
WDL
148
Well Done LLC
Michigan
$12K +$12K +430 New
CC
149
Claybrook Capital
Massachusetts
$12K +$12K +430 New
CFD
150
Creative Financial Designs
Indiana
$11K +$142 +5 +1%