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First Trust Morningstar Dividend Leaders Index Fund

75 hedge funds and large institutions have $252M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
41
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.6M 3,017,274 +433,517 +17%
BFG
2
Beacon Financial Group
Texas
$27.7M 1,180,593 +32,578 +3%
Bank of America
3
Bank of America
North Carolina
$19.4M 827,127 +47,048 +6%
Wells Fargo
4
Wells Fargo
California
$19.1M 816,932 +93,206 +13%
U
5
UBS
Switzerland
$17.1M 729,167 +71,349 +11%
LPL Financial
6
LPL Financial
California
$12.5M 537,983 -92,157 -15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.18M 306,744 +16,366 +6%
AF
8
Allworth Financial
California
$5.74M 245,166 -17,065 -7%
JCM
9
Janney Capital Management
Pennsylvania
$5.63M 240,452 +29,458 +14%
RJA
10
Raymond James & Associates
Florida
$5.62M 240,086 +38,330 +19%
AIG
11
American International Group
New York
$5.11M 218,368 -109,422 -33%
ACM
12
Argentus Capital Management
Texas
$4.23M 180,723 +180,723 New
SI
13
Stephens Inc
Arkansas
$3.59M 153,233 +11,958 +8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.53M 150,938 -9,864 -6%
Stifel Financial
15
Stifel Financial
Missouri
$3.5M 149,372 +4,892 +3%
FBT
16
Founders Bank & Trust
Michigan
$3.08M 131,673 +3,289 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.07M 131,086 +34,946 +36%
CL
18
Choreo LLC
Illinois
$2.75M 117,378 +76 +0.1%
FAAS
19
First Allied Advisory Services
California
$2.41M 102,309 +31,375 +44%
ICOA
20
Investment Centers of America
North Dakota
$1.74M 74,532 +6,976 +10%
PAG
21
Private Advisor Group
New Jersey
$1.71M 73,168 +32,110 +78%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.51M 64,392 +1,528 +2%
PI
23
Placemark Investments
Illinois
$1.43M 60,948 +2,471 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.39M 59,240 +59,240 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.33M 56,675 +1,448 +3%