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First Trust Morningstar Dividend Leaders Index Fund

73 hedge funds and large institutions have $233M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
36
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.4M 2,583,757 +561,398 +28%
BFG
2
Beacon Financial Group
Texas
$27.3M 1,148,015 +62,133 +6%
Bank of America
3
Bank of America
North Carolina
$18.6M 780,079 -84,662 -10%
Wells Fargo
4
Wells Fargo
California
$17.2M 723,726 -10,241 -1%
U
5
UBS
Switzerland
$15.6M 657,818 +25,300 +4%
LPL Financial
6
LPL Financial
California
$15M 630,140 +60,393 +11%
AIG
7
American International Group
New York
$7.79M 327,790 +106,442 +48%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.91M 290,378 +9,476 +3%
AF
9
Allworth Financial
California
$6.24M 262,231 -2,926 -1%
JCM
10
Janney Capital Management
Pennsylvania
$5.02M 210,994 +15,307 +8%
RJA
11
Raymond James & Associates
Florida
$4.8M 201,756 +10,018 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.82M 160,802 -1,984 -1%
Stifel Financial
13
Stifel Financial
Missouri
$3.44M 144,480 +3,805 +3%
SI
14
Stephens Inc
Arkansas
$3.36M 141,275 +11,815 +9%
FBT
15
Founders Bank & Trust
Michigan
$3.05M 128,384 -4,321 -3%
CL
16
Choreo LLC
Illinois
$2.81M 117,302 +8,489 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.29M 96,140 -7,545 -7%
FAAS
18
First Allied Advisory Services
California
$1.68M 70,934 +12,058 +20%
ICOA
19
Investment Centers of America
North Dakota
$1.61M 67,556 -4,168 -6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.5M 62,864 +6,331 +11%
PI
21
Placemark Investments
Illinois
$1.39M 58,477 +4,817 +9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.31M 55,227 +5,385 +11%
KIA
23
KCM Investment Advisors
California
$1.3M 54,540 -2,102 -4%
LW
24
Linscomb Wealth
Texas
$1.29M 54,209 -3,671 -6%
KFS
25
KMS Financial Services
Washington
$1.24M 51,977 +453 +0.9%