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First Trust Morningstar Dividend Leaders Index Fund

67 hedge funds and large institutions have $210M invested in First Trust Morningstar Dividend Leaders Index Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
26
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.2M 1,881,427 -34,213 -2%
Bank of America
2
Bank of America
North Carolina
$28M 1,277,798 -56,892 -4%
BFG
3
Beacon Financial Group
Texas
$23.8M 1,085,251 -111,702 -9%
U
4
UBS
Switzerland
$16.2M 739,390 +123,919 +20%
Wells Fargo
5
Wells Fargo
California
$15.3M 696,393 +49,303 +8%
LPL Financial
6
LPL Financial
California
$13.1M 599,362 +8,360 +1%
CS
7
Credit Suisse
Switzerland
$7.32M 334,272 +334,272 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.57M 299,792 +5,198 +2%
AF
9
Allworth Financial
California
$6.36M 290,349 +828 +0.3%
RJA
10
Raymond James & Associates
Florida
$5.55M 253,256 +27,134 +12%
AIG
11
American International Group
New York
$4.5M 205,571 +49,728 +32%
JCM
12
Janney Capital Management
Pennsylvania
$3.99M 182,197 +6,257 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.49M 159,157 -19,733 -11%
FBT
14
Founders Bank & Trust
Michigan
$2.72M 129,735 +14,600 +13%
SI
15
Stephens Inc
Arkansas
$2.45M 111,858 +9,733 +10%
SG Americas Securities
16
SG Americas Securities
New York
$2.33M 106,103 +106,103 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.23M 101,749 -22,872 -18%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.06M 93,873 +93,873 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.62M 73,760 -2,784 -4%
NPC
20
National Planning Corporation
California
$1.61M 73,291 -5,529 -7%
KIA
21
KCM Investment Advisors
California
$1.58M 71,910 +22 +0%
LW
22
Linscomb Wealth
Texas
$1.3M 59,403 -7,249 -11%
FAAS
23
First Allied Advisory Services
California
$1.21M 54,903 +3,276 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.16M 53,054 +2,410 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.07M 48,898 +5,375 +12%