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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 %
IAA
151
Independent Advisor Alliance
North Carolina
$238K 7,291 +7,291 New
UCFA
152
United Capital Financial Advisors
Texas
$235K 7,204 -1,315 -15%
William Blair & Company
153
William Blair & Company
Illinois
$231K 7,105
BAM
154
Bellevue Asset Management
Washington
$229K 7,044 +7,044 New
SMC
155
Smith, Moore & Co
Missouri
$216K 6,628
SFPG
156
Stonebridge Financial Planning Group
Florida
$211K 6,466 +6,466 New
CAN
157
Claraphi Advisory Network
United States
$206K 6,336 -100 -2%
APA
158
American Portfolios Advisors
New York
$205K 6,287 -1,089 -15%
HWA
159
Heartwood Wealth Advisors
Virginia
$203K 6,246 +6,246 New
SS
160
Simplicity Solutions
Minnesota
$202K 6,190 +6,190 New
SWM
161
Sugarloaf Wealth Management
Georgia
$181K 5,567 +5,567 New
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$155K 4,757 +4 +0.1%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$153K 4,694 +193 +4%
PB
164
Pinnacle Bancorp
Nebraska
$151K 4,635
BFC
165
Bedel Financial Consulting
Indiana
$141K 4,328
TA
166
TFG Advisers
Michigan
$126K 3,889 +3,889 New
SFS
167
Sowell Financial Services
Arkansas
$118K 3,634 +45 +1%
TRCT
168
Tower Research Capital (TRC)
New York
$111K 3,432 -10,465 -75%
GRP
169
Global Retirement Partners
California
$106K 3,241
EP
170
Eudaimonia Partners
Tennessee
$105K 3,230 +3,230 New
US Bancorp
171
US Bancorp
Minnesota
$102K 3,143 -762 -20%
RIA
172
Realta Investment Advisors
Delaware
$99K 3,056
MFT
173
Moisand Fitzgerald Tamayo
Florida
$89K 2,717
S
174
SignatureFD
Georgia
$88K 2,704 +2,300 +569%
BWL
175
Bogart Wealth LLC
Virginia
$75K 2,294