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First Trust Morningstar Dividend Leaders Index Fund

94 hedge funds and large institutions have $343M invested in First Trust Morningstar Dividend Leaders Index Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
34
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.7M 3,319,860 +111,615 +3%
Bank of America
2
Bank of America
North Carolina
$44.7M 1,887,892 +141,756 +8%
LPL Financial
3
LPL Financial
California
$37.3M 1,575,038 +811,096 +106%
Wells Fargo
4
Wells Fargo
California
$23.2M 977,618 +162,658 +20%
UBS Group
5
UBS Group
Switzerland
$21.9M 924,599 +311,547 +51%
BFG
6
Beacon Financial Group
Texas
$16.7M 699,341 +5,815 +0.8%
JIP
7
Jaffetilchin Investment Partners
Florida
$11M 466,035 +466,035 New
RJA
8
Raymond James & Associates
Florida
$8.66M 365,524 +13,807 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.99M 337,128 +83,963 +33%
JCM
10
Janney Capital Management
Pennsylvania
$7.98M 336,786 +97,233 +41%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.49M 316,186 +29,209 +10%
Goldman Sachs
12
Goldman Sachs
New York
$5.92M 249,932 +13,889 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.77M 243,362 +3,222 +1%
AF
14
Allworth Financial
California
$5.06M 213,591 -161 -0.1%
SI
15
Stephens Inc
Arkansas
$3.58M 150,902 -14,358 -9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.43M 144,808 -749 -0.5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.22M 135,974 +74,805 +122%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.78M 117,278 +8,001 +7%
CL
19
Choreo LLC
Illinois
$2.58M 108,709 +22 +0%
AIG
20
American International Group
New York
$2.42M 102,223 -105,023 -51%
FAAS
21
First Allied Advisory Services
California
$2.03M 85,909 -7,628 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.01M 84,801 +16,932 +25%
ICOA
23
Investment Centers of America
North Dakota
$1.97M 83,228 +4,245 +5%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.91M 80,391 -20,122 -20%
BCM
25
Barometer Capital Management
Ontario, Canada
$1.67M 70,300 +70,300 New