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First Trust Morningstar Dividend Leaders Index Fund

88 hedge funds and large institutions have $288M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
30
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75.4M 3,308,489 -498,524 -13%
BFG
2
Beacon Financial Group
Texas
$30.3M 1,329,111 +89,330 +7%
Bank of America
3
Bank of America
North Carolina
$24.9M 1,090,901 +94,200 +9%
Wells Fargo
4
Wells Fargo
California
$23M 1,006,982 -272,747 -21%
LPL Financial
5
LPL Financial
California
$18.4M 805,550 -41,690 -5%
UBS Group
6
UBS Group
Switzerland
$15.8M 694,964 -97,091 -12%
RJA
7
Raymond James & Associates
Florida
$8.5M 372,629 -133,665 -26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.86M 300,949 -26,909 -8%
JCM
9
Janney Capital Management
Pennsylvania
$5.47M 239,920 -5,946 -2%
Goldman Sachs
10
Goldman Sachs
New York
$5.42M 237,800 +128,708 +118%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.02M 220,208 -70,813 -24%
AIG
12
American International Group
New York
$4.71M 206,420 +2,582 +1%
AF
13
Allworth Financial
California
$4.56M 199,803 +1,806 +0.9%
Stifel Financial
14
Stifel Financial
Missouri
$4.33M 189,845 -24,690 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.04M 177,296 +843 +0.5%
SI
16
Stephens Inc
Arkansas
$3.59M 157,581 +6,498 +4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.53M 154,648 -1,553 -1%
ONB
18
Old National Bancorp
Indiana
$2.89M 126,804 -656 -0.5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.55M 111,913 +6,097 +6%
CL
20
Choreo LLC
Illinois
$2.54M 111,494 -4,194 -4%
FAAS
21
First Allied Advisory Services
California
$2.48M 108,900 -7,586 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.39M 104,929 +62,730 +149%
ICOA
23
Investment Centers of America
North Dakota
$1.89M 82,794 -7,318 -8%
PAG
24
Private Advisor Group
New Jersey
$1.89M 82,932 -36,647 -31%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.52M 66,453 -2,854 -4%