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First Trust Morningstar Dividend Leaders Index Fund

173 hedge funds and large institutions have $603M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$214K 7,105 +7,105 New
DWM
127
Darwin Wealth Management
Florida
$207K 6,856 +6,856 New
APA
128
American Portfolios Advisors
New York
$197K 6,520 +636 +11%
GCA
129
Genesee Capital Advisors
New York
$149K 4,937 +63 +1%
CF
130
Centaurus Financial
California
$141K 4,267 +316 +8%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$141K 4,679 +3,303 +240%
PB
132
Pinnacle Bancorp
Nebraska
$140K 4,635
Fidelity Investments
133
Fidelity Investments
Massachusetts
$137K 4,533 +4,532 +453,200%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$136K 4,504 +4,504 New
BFC
135
Bedel Financial Consulting
Indiana
$131K 4,328
US Bancorp
136
US Bancorp
Minnesota
$110K 3,643 -36 -1%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$104K 3,454
GRP
138
Global Retirement Partners
California
$98K 3,241
S
139
SignatureFD
Georgia
$95K 3,153 +21 +0.7%
MFT
140
Moisand Fitzgerald Tamayo
Florida
$82K 2,717
RIA
141
Realta Investment Advisors
Delaware
$79K 2,647 +2,647 New
BWL
142
Bogart Wealth LLC
Virginia
$69K 2,294
FFC
143
First Financial Corp
Indiana
$57K 1,875
WCM
144
WealthBridge Capital Management
Ohio
$49K 1,613
MSFP
145
Mark Sheptoff Financial Planning
Connecticut
$39K 1,300
CWA
146
Clarus Wealth Advisors
Arizona
$37K 1,214
RFC
147
Regions Financial Corp
Alabama
$34K 1,125
CTC
148
Central Trust Company
Missouri
$33K 1,100
CFA
149
Carroll Financial Associates
North Carolina
$27K 910
OIA
150
OneDigital Investment Advisors
Kansas
$21K 685 +685 New