FDL icon

First Trust Morningstar Dividend Leaders Index Fund

173 hedge funds and large institutions have $603M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFG
151
SevenBridge Financial Group
Pennsylvania
$20K 675
AWM
152
AllSquare Wealth Management
New York
$17K 563
FC
153
Ferris Capital
Massachusetts
$14K 450
AIS
154
Accurate Investment Solutions
Pennsylvania
$14K 449 +3 +0.7%
CFD
155
Creative Financial Designs
Indiana
$12K 389 +3 +0.8%
HCM
156
Highlander Capital Management
New Jersey
$10K 315
BFG
157
Beacon Financial Group
Texas
$8.15K 159,005 -152,394 -49%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$8K 280 -1,207 -81%
FHA
159
Flagship Harbor Advisors
Massachusetts
$8K 275
GI
160
Gradient Investments
Minnesota
$7K 232
SIS
161
Sound Income Strategies
Florida
$7K 222
ME
162
McIlrath & Eck
Washington
$6K 200
First Manhattan
163
First Manhattan
New York
$6K 204 +204 New
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$5K 152 +1 +0.7%
PA
165
Parallel Advisors
California
$4K 125 -125 -50%
BCI
166
Brinker Capital Investments
Pennsylvania
$4K 143 +143 New
AF
167
Advisornet Financial
Minnesota
$3K 100
CAC
168
Certified Advisory Corp
Florida
$2K 68
BlackRock
169
BlackRock
New York
$2K 62
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$970 32,169 -262 -0.8%
GT
171
Glenmede Trust
Pennsylvania
$70 2,354
GVAG
172
Great Valley Advisor Group
Delaware
-319,359 Closed
SW
173
SlateStone Wealth
Florida
-65,305 Closed
CCM
174
Canal Capital Management
Virginia
-40,750 Closed
PFS
175
Prospera Financial Services
Texas
-39,552 Closed