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First Trust Morningstar Dividend Leaders Index Fund

136 hedge funds and large institutions have $684M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
61
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$142M 5,058,237 -201,745 -4%
Wells Fargo
2
Wells Fargo
California
$62.1M 2,207,933 -183,553 -8%
Bank of America
3
Bank of America
North Carolina
$57.8M 2,054,884 +38,666 +2%
UBS Group
4
UBS Group
Switzerland
$50.6M 1,798,043 -279,153 -13%
LPL Financial
5
LPL Financial
California
$39.7M 1,412,932 -260,757 -16%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$25.8M 917,448 +737,925 +411%
SB
7
Suntrust Banks
Georgia
$23.3M 827,219 +62,321 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$23M 817,549 +188,519 +30%
RJA
9
Raymond James & Associates
Florida
$20.8M 737,685 -6,812 -0.9%
AG
10
Advisor Group
Arizona
$17.5M 621,984 +3,453 +0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.6M 553,669 +25,941 +5%
JWA
12
JFS Wealth Advisors
Pennsylvania
$10.7M 381,520 +124,581 +48%
JIP
13
Jaffetilchin Investment Partners
Florida
$10.6M 375,555 -162,197 -30%
Ameriprise
14
Ameriprise
Minnesota
$9.95M 353,195 +127,582 +57%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.78M 347,819 -22,960 -6%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.64M 306,971 -3,503 -1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$8.48M 301,383 -28,129 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$7.62M 270,878 -86,090 -24%
PCM
19
Peak Capital Management
Colorado
$7.62M 270,763 +270,763 New
SI
20
Stephens Inc
Arkansas
$6.87M 244,340 +11,160 +5%
PAG
21
Private Advisor Group
New Jersey
$6.85M 245,518 +12,550 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.74M 204,151 -2,866 -1%
ICOA
23
Investment Centers of America
North Dakota
$5.71M 202,691 +19,624 +11%
AF
24
Allworth Financial
California
$5.15M 183,213 -5,825 -3%
CS
25
Credit Suisse
Switzerland
$5.1M 181,415 -16,221 -8%