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First Trust Morningstar Dividend Leaders Index Fund

138 hedge funds and large institutions have $703M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
45
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$152M 5,259,982 -975,537 -16%
Wells Fargo
2
Wells Fargo
California
$68.9M 2,391,486 -236,656 -9%
UBS Group
3
UBS Group
Switzerland
$59.8M 2,077,196 +71,299 +4%
Bank of America
4
Bank of America
North Carolina
$58.1M 2,016,218 -105,189 -5%
LPL Financial
5
LPL Financial
California
$48.2M 1,673,689 -104,200 -6%
CFS
6
Commonwealth Financial Services
West Virginia
$24M 834,902 -8,068 -1%
SB
7
Suntrust Banks
Georgia
$22M 764,898 -39,498 -5%
RJA
8
Raymond James & Associates
Florida
$21.4M 744,497 +28,917 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$18.1M 629,030 +37,373 +6%
AG
10
Advisor Group
Arizona
$17.8M 618,531 +70,440 +13%
JIP
11
Jaffetilchin Investment Partners
Florida
$15.5M 537,752 -123,631 -19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.2M 527,728 +33,571 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.7M 370,779 -32,836 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.3M 356,968 -6,314 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$9.49M 329,512 -150,592 -31%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.95M 310,474 +310,474 New
JWA
17
JFS Wealth Advisors
Pennsylvania
$7.13M 256,939
SI
18
Stephens Inc
Arkansas
$6.72M 233,180 +19,491 +9%
PAG
19
Private Advisor Group
New Jersey
$6.7M 232,968 +52,780 +29%
Ameriprise
20
Ameriprise
Minnesota
$6.5M 225,613 +66,271 +42%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.96M 207,017 +13,613 +7%
CS
22
Credit Suisse
Switzerland
$5.69M 197,636 +20,172 +11%
AF
23
Allworth Financial
California
$5.45M 189,038 +2,421 +1%
ICOA
24
Investment Centers of America
North Dakota
$5.27M 183,067 -14,169 -7%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.16M 179,523 +16,513 +10%