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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-35
Holders Change %
-16.67%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
17
Increased
54
Reduced
75
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Bellevue Asset Management
Washington
$173K
CAN
127
Claraphi Advisory Network
United States
$168K +$26.9K +1,206 +19%
APA
128
American Portfolios Advisors
New York
$147K +$6.83K +306 +5%
SFPG
129
Stonebridge Financial Planning Group
Florida
$147K -$9.51K -393 -6%
SF
130
Synovus Financial
Georgia
$143K +$143K +6,431 New
IA
131
IFP Advisors
Florida
$142K +$138K +6,037 +3,064%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$128K +$23K +1,026 +22%
PB
133
Pinnacle Bancorp
Nebraska
$119K +$15.2K +680 +15%
SWM
134
Sugarloaf Wealth Management
Georgia
$105K -$19.2K -860 -15%
BFC
135
Bedel Financial Consulting
Indiana
$97K
SFS
136
Sowell Financial Services
Arkansas
$82K +$893 +40 +1%
AP
137
Arlington Partners
Alabama
$82K +$82K +3,670 New
CS
138
Capital Square
Tennessee
$75K +$75K +3,352 New
GRP
139
Global Retirement Partners
California
$72K
US Bancorp
140
US Bancorp
Minnesota
$70K
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$69K -$37.5K -1,676 -35%
BWL
142
Bogart Wealth LLC
Virginia
$51K
FFC
143
First Financial Corp
Indiana
$42K
EP
144
Eudaimonia Partners
Tennessee
$37K -$35.3K -1,577 -49%
MA
145
MUFG Americas
New York
$36K
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$33K -$637K -28,555 -95%
BEI
147
Benjamin Edwards Inc
Missouri
$32K +$32K +1,446 New
MSFP
148
Mark Sheptoff Financial Planning
Connecticut
$29K
WB
149
West Bancorporation
Iowa
$28K
S
150
SignatureFD
Georgia
$26K -$34.9K -1,550 -57%