First Trust Morningstar Dividend Leaders Index Fund
175 hedge funds and large institutions have $647M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 8 closing their positions.
Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
70
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$31.5M |
| 2 |
2
Bank of America
Charlotte,
North Carolina
|
$46.1M |
| 3 |
3
LPL Financial
San Diego,
California
|
$43.3M |
| 4 |
LA
4
LexAurum Advisors
Overland Park,
Kansas
|
$843K |
| 5 |
5
Morgan Stanley
New York
|
$97.4M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SFG
176
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | – | -500 | Closed |
|
|
AIS
177
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | – | -453 | Closed |
|
178
Bank of Montreal
Toronto,
Ontario, Canada
| – | – | -280 | Closed |
|
|
PMFA
179
Plante Moran Financial Advisors
Southfield,
Michigan
| – | – | -227 | Closed |
|
|
PA
180
Parallel Advisors
San Francisco,
California
| – | – | -125 | Closed |
|
181
Parallax Volatility Advisers
San Francisco,
California
| – | – | -1 | Closed |
|
|
GTAM
182
Global Trust Asset Management
West Palm Beach,
Florida
| $0 | 1 | – | – |
|
|
SWM
183
Selective Wealth Management
Forest,
Virginia
| $0 | 3 | +3 | New |
|