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First Trust Morningstar Dividend Leaders Index Fund

87 hedge funds and large institutions have $401M invested in First Trust Morningstar Dividend Leaders Index Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
36
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.8M 3,702,801 +685,527 +23%
CM
2
Churchill Management
California
$69.7M 2,908,310 +2,908,310 New
Wells Fargo
3
Wells Fargo
California
$34.1M 1,421,308 +604,376 +74%
BFG
4
Beacon Financial Group
Texas
$29.4M 1,212,726 +32,133 +3%
Bank of America
5
Bank of America
North Carolina
$25.5M 1,062,327 +235,200 +28%
UBS Group
6
UBS Group
Switzerland
$24.3M 1,013,619 +1,013,619 New
LPL Financial
7
LPL Financial
California
$20.3M 845,267 +307,284 +57%
RJA
8
Raymond James & Associates
Florida
$12.5M 519,894 +279,808 +117%
BTS
9
BB&T Securities
Virginia
$8.44M 35,201 +35,201 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.34M 306,141 -603 -0.2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.89M 245,909 +94,971 +63%
JCM
12
Janney Capital Management
Pennsylvania
$5.68M 236,797 -3,655 -2%
AF
13
Allworth Financial
California
$5.05M 210,795 -34,371 -14%
AIG
14
American International Group
New York
$4.73M 197,207 -21,161 -10%
Stifel Financial
15
Stifel Financial
Missouri
$3.62M 151,036 +1,664 +1%
SI
16
Stephens Inc
Arkansas
$3.57M 148,933 -4,300 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.51M 146,599 +15,513 +12%
FBT
18
Founders Bank & Trust
Michigan
$3.22M 134,512 +2,839 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.11M 129,531 +65,139 +101%
CL
20
Choreo LLC
Illinois
$2.85M 118,697 +1,319 +1%
FAAS
21
First Allied Advisory Services
California
$2.58M 108,174 +5,865 +6%
VFS
22
VSR Financial Services
Kansas
$2.43M 101,461 +78,232 +337%
PAG
23
Private Advisor Group
New Jersey
$2.33M 97,817 +24,649 +34%
Goldman Sachs
24
Goldman Sachs
New York
$1.86M 77,474 +63,832 +468%
Millennium Management
25
Millennium Management
New York
$1.8M 75,090 +75,090 New