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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $646M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
71
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BF
126
BOK Financial
Oklahoma
$228K 7,436
FHC
127
First Heartland Consultants
Missouri
$222K 7,249 -1,054 -13%
William Blair & Company
128
William Blair & Company
Illinois
$218K 7,105
APA
129
American Portfolios Advisors
New York
$213K 6,955 +435 +7%
DWM
130
Darwin Wealth Management
Florida
$210K 6,867 +11 +0.2%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$143K 4,682 +3 +0.1%
PB
132
Pinnacle Bancorp
Nebraska
$142K 4,635
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$138K 4,504
BFC
134
Bedel Financial Consulting
Indiana
$133K 4,328
S
135
SignatureFD
Georgia
$127K 4,147 +994 +32%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$117K 3,814 -719 -16%
US Bancorp
137
US Bancorp
Minnesota
$105K 3,432 -211 -6%
GRP
138
Global Retirement Partners
California
$99K 3,241
RIA
139
Realta Investment Advisors
Delaware
$93K 3,019 +372 +14%
MFT
140
Moisand Fitzgerald Tamayo
Florida
$83K 2,717
BWL
141
Bogart Wealth LLC
Virginia
$70K 2,294
FFC
142
First Financial Corp
Indiana
$57K 1,875
MSFP
143
Mark Sheptoff Financial Planning
Connecticut
$40K 1,300
FHA
144
Flagship Harbor Advisors
Massachusetts
$36K 1,175 +900 +327%
CTC
145
Central Trust Company
Missouri
$34K 1,100
CFA
146
Carroll Financial Associates
North Carolina
$27K 910
OIA
147
OneDigital Investment Advisors
Kansas
$21K 690 +5 +0.7%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$20K 653 +501 +330%
AWM
149
AllSquare Wealth Management
New York
$17K 563
HS
150
Horan Securities
United States
$17K 540 +540 New