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First Trust Morningstar Dividend Leaders Index Fund

137 hedge funds and large institutions have $653M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
33
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$144M 4,976,393 -81,844 -2%
Wells Fargo
2
Wells Fargo
California
$61.6M 2,123,361 -84,572 -4%
Bank of America
3
Bank of America
North Carolina
$56.5M 1,947,451 -107,433 -5%
UBS Group
4
UBS Group
Switzerland
$40.3M 1,388,952 -409,091 -23%
LPL Financial
5
LPL Financial
California
$35.5M 1,221,965 -190,967 -14%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$29M 1,000,669 +83,221 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.7M 748,129 -69,420 -8%
SB
8
Suntrust Banks
Georgia
$21.3M 734,523 -92,696 -11%
AG
9
Advisor Group
Arizona
$17.5M 602,272 -19,712 -3%
JIP
10
Jaffetilchin Investment Partners
Florida
$16.3M 563,373 +187,818 +50%
RJA
11
Raymond James & Associates
Florida
$15.3M 527,714 -209,971 -28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.1M 519,824 -33,845 -6%
JWA
13
JFS Wealth Advisors
Pennsylvania
$12.3M 423,142 +41,622 +11%
Ameriprise
14
Ameriprise
Minnesota
$9.75M 334,979 -18,216 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$8.85M 304,902 -2,069 -0.7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$8.55M 294,530 -6,853 -2%
PCM
17
Peak Capital Management
Colorado
$7.72M 265,844 -4,919 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$7.58M 261,214 -9,664 -4%
PAG
19
Private Advisor Group
New Jersey
$7.25M 248,506 +2,988 +1%
SI
20
Stephens Inc
Arkansas
$6.95M 239,616 -4,724 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.58M 226,644 -121,175 -35%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.71M 196,627 -7,524 -4%
AF
23
Allworth Financial
California
$5.33M 183,647 +434 +0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.54M 156,037 +4,044 +3%
NPC
25
National Planning Corporation
California
$4.37M 150,643 +3,572 +2%