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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $646M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
71
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFG
151
SevenBridge Financial Group
Pennsylvania
$15K 500 -175 -26%
AIS
152
Accurate Investment Solutions
Pennsylvania
$14K 453 +4 +0.9%
CFD
153
Creative Financial Designs
Indiana
$12K 392 +3 +0.8%
HCM
154
Highlander Capital Management
New Jersey
$10K 315
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$9K 280
SIS
156
Sound Income Strategies
Florida
$7K 222
GI
157
Gradient Investments
Minnesota
$7K 232
PMFA
158
Plante Moran Financial Advisors
Michigan
$7K 227 +227 New
ME
159
McIlrath & Eck
Washington
$6K 200
TRCT
160
Tower Research Capital (TRC)
New York
$4K 134 -17,386 -99%
PA
161
Parallel Advisors
California
$4K 125
AF
162
Advisornet Financial
Minnesota
$3K 100
OC
163
Oakworth Capital
Alabama
$3K 112 +112 New
BlackRock
164
BlackRock
New York
$2K 62
CAC
165
Certified Advisory Corp
Florida
$2K 68
MCM
166
McMillion Capital Management
North Carolina
$2K 77 +77 New
BRWM
167
B. Riley Wealth Management
Tennessee
$286 9,348 -1,262 -12%
Jane Street
168
Jane Street
New York
-75,247 Closed
VAG
169
VisionPoint Advisory Group
Texas
-32,824 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-31,163 Closed
LC
171
Lindbrook Capital
California
-24,217 Closed
CFA
172
Cahill Financial Advisors
Minnesota
-14,194 Closed
SS
173
Simplicity Solutions
Minnesota
-13,601 Closed
MHS
174
M Holdings Securities
Oregon
-8,554 Closed
PTB
175
Pioneer Trust Bank
Oregon
-7,200 Closed