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First Trust Morningstar Dividend Leaders Index Fund

210 hedge funds and large institutions have $740M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
44
Increased
85
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
126
PSI Advisors
Florida
$384K 11,797 +11,797 New
Bank of New York Mellon
127
Bank of New York Mellon
New York
$376K 11,528 +1,527 +15%
MIAN
128
Mariner Independent Advisor Network
Kansas
$357K 10,962 -273,196 -96%
PWA
129
Peterson Wealth Advisors
Utah
$351K 10,762 +1,669 +18%
BRWM
130
B. Riley Wealth Management
Tennessee
$338K 10,380 -103 -1%
CA
131
Claro Advisors
Massachusetts
$338K 10,361 +110 +1%
XF
132
XML Financial
Maryland
$333K 10,229 +10,229 New
PAS
133
Partnervest Advisory Services
California
$330K 10,134 -60 -0.6%
CL
134
Choreo LLC
Illinois
$318K 9,760 -4,345 -31%
FWM
135
Frontier Wealth Management
Missouri
$316K 9,694 +76 +0.8%
CA
136
Calton & Associates
Florida
$312K 9,582 +851 +10%
DWM
137
Darwin Wealth Management
Florida
$309K 9,496 +2,614 +38%
IFWM
138
Institute for Wealth Management
Colorado
$291K 8,932
CWS
139
Cypress Wealth Services
California
$286K 8,772 +8,772 New
Creative Planning
140
Creative Planning
Kansas
$272K 8,344 +2 +0%
BSW
141
Buckingham Strategic Wealth
Missouri
$269K 8,242
BFA
142
Beacon Financial Advisory
Ohio
$266K 8,178 +8,178 New
FDCC
143
Foster Dykema Cabot & Co
Massachusetts
$261K 8,012 -3,761 -32%
KeyBank National Association
144
KeyBank National Association
Ohio
$261K 8,025 +8,025 New
BF
145
BOK Financial
Oklahoma
$259K 7,936
BWM
146
BCS Wealth Management
Tennessee
$253K 7,761 +7,761 New
FHC
147
First Heartland Consultants
Missouri
$250K 7,670 +421 +6%
KA
148
Kovack Advisors
Florida
$242K 7,442
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
CCB
150
Cutter & Co Brokerage
Missouri
$240K 7,354