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First Trust Morningstar Dividend Leaders Index Fund

118 hedge funds and large institutions have $761M invested in First Trust Morningstar Dividend Leaders Index Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
8
Increased
58
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 5,949,159 +1,253,942 +27%
Wells Fargo
2
Wells Fargo
California
$79.9M 2,929,517 +225,472 +8%
Bank of America
3
Bank of America
North Carolina
$64M 2,347,137 -303,203 -11%
UBS Group
4
UBS Group
Switzerland
$52.6M 1,928,181 +73,375 +4%
LPL Financial
5
LPL Financial
California
$41.6M 1,544,262 +13,848 +0.9%
HA
6
Hays Advisory
Tennessee
$27.7M 1,017,037 -28,928 -3%
CFS
7
Commonwealth Financial Services
West Virginia
$23.3M 852,835 +281,964 +49%
RJA
8
Raymond James & Associates
Florida
$18.5M 677,299 +70,726 +12%
JIP
9
Jaffetilchin Investment Partners
Florida
$18.4M 675,057 -15,970 -2%
SB
10
Suntrust Banks
Georgia
$17.5M 641,433 +450,469 +236%
SAM
11
Shamrock Asset Management
Texas
$15M 551,674 -39,670 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15M 550,706 +6,732 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.7M 503,854 +98,975 +24%
AG
14
Advisor Group
Arizona
$13.7M 502,253 +34,749 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13.6M 500,103 -394,161 -44%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.6M 425,650 -17,204 -4%
BTS
17
BB&T Securities
Virginia
$11.5M 422,785 -8,344 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.1M 406,149 +118,915 +41%
MFS
19
MSI Financial Services
Massachusetts
$9.65M 353,952 +166,670 +89%
CS
20
Credit Suisse
Switzerland
$9.63M 352,977 -53,401 -13%
JCM
21
Janney Capital Management
Pennsylvania
$8.27M 303,390 -39,111 -11%
MIAN
22
Mariner Independent Advisor Network
Kansas
$6.6M 241,940 +82,911 +52%
CFP
23
Cornerstone Financial Partners
North Carolina
$5.82M 213,710 -9,185 -4%
AF
24
Allworth Financial
California
$5.18M 189,992 -2,379 -1%
SI
25
Stephens Inc
Arkansas
$5.15M 188,656 +5,988 +3%