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First Trust Morningstar Dividend Leaders Index Fund

158 hedge funds and large institutions have $683M invested in First Trust Morningstar Dividend Leaders Index Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
46
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 4,660,672 -315,721 -6%
Wells Fargo
2
Wells Fargo
California
$63.6M 2,112,032 -11,329 -0.5%
Bank of America
3
Bank of America
North Carolina
$59.2M 1,967,116 +19,665 +1%
UBS Group
4
UBS Group
Switzerland
$47.1M 1,565,567 +176,615 +13%
LPL Financial
5
LPL Financial
California
$45M 1,496,621 +274,656 +22%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$31.6M 1,049,455 +48,786 +5%
AG
7
Advisor Group
Arizona
$18.2M 603,581 +1,309 +0.2%
SB
8
Suntrust Banks
Georgia
$17.8M 591,133 -143,390 -20%
RJA
9
Raymond James & Associates
Florida
$16.3M 542,292 +14,578 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15.4M 511,254 -8,570 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$14.7M 488,189 -259,940 -35%
JWA
12
JFS Wealth Advisors
Pennsylvania
$13M 432,110 +8,968 +2%
JIP
13
Jaffetilchin Investment Partners
Florida
$11.1M 368,768 -194,605 -35%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$11M 364,886 +103,672 +40%
DAS
15
Dynamic Advisor Solutions
Arizona
$9.32M 309,829 +309,829 New
MML Investors Services
16
MML Investors Services
Massachusetts
$9.16M 304,379 -523 -0.2%
Ameriprise
17
Ameriprise
Minnesota
$8.78M 291,656 -43,323 -13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$8.73M 290,199 -4,331 -1%
PCM
19
Peak Capital Management
Colorado
$7.72M 265,844
SI
20
Stephens Inc
Arkansas
$7.43M 246,833 +7,217 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.97M 231,487 +4,843 +2%
CS
22
Credit Suisse
Switzerland
$6.69M 222,255 +102,749 +86%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.84M 194,013 -2,614 -1%
AF
24
Allworth Financial
California
$5.47M 181,770 -1,877 -1%
CF
25
Centaurus Financial
California
$4.75M 157,814 +157,814 New