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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 %
FFC
176
First Financial Corp
Indiana
$61K 1,875
MA
177
MUFG Americas
New York
$53K 1,620 +1,620 New
EWM
178
EPG Wealth Management
Georgia
$51K 1,561 +1,561 New
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$43K 1,322 +1,322 New
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$42K 1,300
WB
181
West Bancorporation
Iowa
$42K 1,275 +1,275 New
AA
182
Argent Advisors
Louisiana
$38K 1,172 +1,172 New
CTC
183
Central Trust Company
Missouri
$36K 1,100
OC
184
Oakworth Capital
Alabama
$29K 880
CFA
185
Carroll Financial Associates
North Carolina
$29K 910
EWP
186
Engrave Wealth Partners
Texas
$29K 911 +911 New
NSIM
187
North Star Investment Management
Illinois
$28K 855
HI
188
Hoey Investments
Pennsylvania
$27K 822 +822 New
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$21K 655
AA
190
AlphaMark Advisors
Kentucky
$20K 625 +625 New
CWM
191
Cedar Wealth Management
California
$19K 568 +568 New
AWM
192
AllSquare Wealth Management
New York
$18K 563
TI
193
tru Independence
Oregon
$18K 800 +800 New
OPS
194
Orion Portfolio Solutions
Nebraska
$17K 527 +527 New
CFD
195
Creative Financial Designs
Indiana
$16K 489 +92 +23%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$13K 400
FIB
197
First Interstate Bank
Montana
$11K 325
HCM
198
Highlander Capital Management
New Jersey
$10K 315
GI
199
Gradient Investments
Minnesota
$8K 232
SIS
200
Sound Income Strategies
Florida
$7K 222