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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
70
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$259K 8,342 +8,342 New
CIAS
127
Capital Investment Advisory Services
North Carolina
$257K 8,290 -350 -4%
BSW
128
Buckingham Strategic Wealth
Missouri
$256K 8,242
BF
129
BOK Financial
Oklahoma
$246K 7,936 +500 +7%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
KA
131
Kovack Advisors
Florida
$231K 7,442 -1,500 -17%
APA
132
American Portfolios Advisors
New York
$229K 7,376 +421 +6%
CCB
133
Cutter & Co Brokerage
Missouri
$228K 7,354 -908 -11%
AW
134
ACG Wealth
Georgia
$226K 7,271 +7,271 New
FHC
135
First Heartland Consultants
Missouri
$225K 7,249
William Blair & Company
136
William Blair & Company
Illinois
$221K 7,105
LWAC
137
Laurel Wealth Advisors (California)
California
$215K 6,912 -2,800 -29%
DWM
138
Darwin Wealth Management
Florida
$214K 6,882 +15 +0.2%
SMC
139
Smith, Moore & Co
Missouri
$206K 6,628 +6,628 New
CAN
140
Claraphi Advisory Network
United States
$200K 6,436 -13,169 -67%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$148K 4,753 +71 +2%
PB
142
Pinnacle Bancorp
Nebraska
$144K 4,635
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$140K 4,504
Fidelity Investments
144
Fidelity Investments
Massachusetts
$140K 4,501 +687 +18%
BFC
145
Bedel Financial Consulting
Indiana
$134K 4,328
US Bancorp
146
US Bancorp
Minnesota
$121K 3,905 +473 +14%
SFS
147
Sowell Financial Services
Arkansas
$111K 3,589 +3,589 New
GRP
148
Global Retirement Partners
California
$101K 3,241
RIA
149
Realta Investment Advisors
Delaware
$95K 3,056 +37 +1%
MFT
150
Moisand Fitzgerald Tamayo
Florida
$84K 2,717