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First Trust Morningstar Dividend Leaders Index Fund

78 hedge funds and large institutions have $269M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 17 closing their positions.

Holders
78
Holders Change
-10
Holders Change %
-11.36%
% 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
9
Increased
21
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71M 3,208,245 -100,244 -3%
Bank of America
2
Bank of America
North Carolina
$38.7M 1,746,136 +655,235 +60%
Wells Fargo
3
Wells Fargo
California
$18M 814,960 -192,022 -19%
LPL Financial
4
LPL Financial
California
$17.4M 763,942 -41,608 -5%
BFG
5
Beacon Financial Group
Texas
$15.2M 693,526 -635,585 -48%
UBS Group
6
UBS Group
Switzerland
$13.6M 613,052 -81,912 -12%
RJA
7
Raymond James & Associates
Florida
$7.79M 351,717 -20,912 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.35M 286,977 +109,681 +62%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$5.61M 253,165 +32,957 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.32M 240,140 -60,809 -20%
JCM
11
Janney Capital Management
Pennsylvania
$5.3M 239,553 -367 -0.2%
Goldman Sachs
12
Goldman Sachs
New York
$5.23M 236,043 -1,757 -0.7%
AF
13
Allworth Financial
California
$4.73M 213,752 +13,949 +7%
AIG
14
American International Group
New York
$4.59M 207,246 +826 +0.4%
CS
15
Credit Suisse
Switzerland
$4M 180,631 +141,720 +364%
SI
16
Stephens Inc
Arkansas
$3.66M 165,260 +7,679 +5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.22M 145,557 -9,091 -6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.42M 109,277 -2,636 -2%
CL
19
Choreo LLC
Illinois
$2.41M 108,687 -2,807 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.22M 100,513 -4,416 -4%
FAAS
21
First Allied Advisory Services
California
$2.08M 93,537 -15,363 -14%
ONB
22
Old National Bancorp
Indiana
$1.86M 83,890 -42,914 -34%
ICOA
23
Investment Centers of America
North Dakota
$1.75M 78,983 -3,811 -5%
PAG
24
Private Advisor Group
New Jersey
$1.57M 70,848 -12,084 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.5M 67,869 +1,416 +2%