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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
57
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$11K +$153 +6 +1%
HT
152
Heritage Trust
Oklahoma
$10K -$10K -354 -50%
HCM
153
Highlander Capital Management
New Jersey
$9K
FHA
154
Flagship Harbor Advisors
Massachusetts
$7K -$45.8K -1,800 -87%
SIS
155
Sound Income Strategies
Florida
$6K -$1.89K -70 -24%
PA
156
Parallel Advisors
California
$6K
GI
157
Gradient Investments
Minnesota
$6K
ME
158
McIlrath & Eck
Washington
$5K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$26 +1 +0.7%
AF
160
Advisornet Financial
Minnesota
$3K
BlackRock
161
BlackRock
New York
$2K
CAC
162
Certified Advisory Corp
Florida
$2K
NA
163
NewEdge Advisors
Louisiana
$1.02K -$35 -1,277 -3%
CF
164
Centaurus Financial
California
$145 +$139 +3,800 +2,517%
GT
165
Glenmede Trust
Pennsylvania
$64 +$64 +2,354 New
CWM
166
Cornerstone Wealth Management
Missouri
-$5.5M -160,412 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$1.4M -47,048 Closed
Goldman Sachs
168
Goldman Sachs
New York
-$1.11M -37,122 Closed
Citadel Advisors
169
Citadel Advisors
Florida
-$817K -27,400 Closed
AIP
170
Ahrens Investment Partners
Louisiana
-$383K -12,850 Closed
VFA
171
Voya Financial Advisors
Connecticut
-$255K -8,561 Closed
William Blair & Company
172
William Blair & Company
Illinois
-$212K -7,105 Closed
SPIA
173
Steward Partners Investment Advisory
New York
-$86K -2,900 Closed
APP
174
Avantax Planning Partners
Iowa
-$37K -1,229 Closed
MWPCG
175
Measured Wealth Private Client Group
New Hampshire
-$17K -560 Closed