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First Trust Morningstar Dividend Leaders Index Fund

120 hedge funds and large institutions have $698M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
19
Increased
52
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$126M 4,695,217 +330,489 +8%
Wells Fargo
2
Wells Fargo
California
$72.6M 2,704,045 +554,194 +26%
Bank of America
3
Bank of America
North Carolina
$71.1M 2,650,340 +94,950 +4%
UBS Group
4
UBS Group
Switzerland
$49.8M 1,854,806 +414,835 +29%
LPL Financial
5
LPL Financial
California
$41.2M 1,530,414 -1,037,870 -40%
HA
6
Hays Advisory
Tennessee
$28.1M 1,045,965 -19,881 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$24M 894,264 +480,761 +116%
JIP
8
Jaffetilchin Investment Partners
Florida
$18.5M 691,027 +99,450 +17%
RJA
9
Raymond James & Associates
Florida
$16.3M 606,573 -64,417 -10%
SAM
10
Shamrock Asset Management
Texas
$15.9M 591,344 -81,611 -12%
CFS
11
Commonwealth Financial Services
West Virginia
$15.3M 570,871 +570,871 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$14.6M 543,974 +290,973 +115%
AG
13
Advisor Group
Arizona
$12.5M 467,504 +467,504 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.9M 442,854 +108,894 +33%
BTS
15
BB&T Securities
Virginia
$11.6M 431,129 +402,063 +1,383%
CS
16
Credit Suisse
Switzerland
$10.9M 406,378 -27,061 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.9M 404,879 +51,909 +15%
JCM
18
Janney Capital Management
Pennsylvania
$9.19M 342,501 -7,371 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.71M 287,234 +90,654 +46%
CFP
20
Cornerstone Financial Partners
North Carolina
$5.99M 222,895 +10,194 +5%
HI
21
Horizon Investments
North Carolina
$5.4M 201,236 +201,236 New
AF
22
Allworth Financial
California
$5.16M 192,371 -12,905 -6%
Jane Street
23
Jane Street
New York
$5.16M 192,175 +92,012 +92%
SB
24
Suntrust Banks
Georgia
$5.12M 190,964 +65,072 +52%
MFS
25
MSI Financial Services
Massachusetts
$5.03M 187,282 +64,520 +53%