FDL icon

First Trust Morningstar Dividend Leaders Index Fund

161 hedge funds and large institutions have $596M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 13 closing their positions.

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
47
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 4,089,160 -571,512 -12%
Wells Fargo
2
Wells Fargo
California
$45.4M 1,609,390 -502,642 -24%
Bank of America
3
Bank of America
North Carolina
$45.1M 1,597,913 -369,203 -19%
LPL Financial
4
LPL Financial
California
$44.6M 1,580,936 +84,315 +6%
UBS Group
5
UBS Group
Switzerland
$37.9M 1,344,063 -221,504 -14%
BTS
6
BB&T Securities
Virginia
$28.7M 1,018,209 +992,679 +3,888%
JIP
7
Jaffetilchin Investment Partners
Florida
$17.1M 604,423 +235,655 +64%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17M 600,819 +89,565 +18%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$15.5M 548,497 -500,958 -48%
AG
10
Advisor Group
Arizona
$15M 531,558 -72,023 -12%
RJA
11
Raymond James & Associates
Florida
$14.1M 498,053 -44,239 -8%
SB
12
Suntrust Banks
Georgia
$13.7M 486,806 -104,327 -18%
JWA
13
JFS Wealth Advisors
Pennsylvania
$12M 426,074 -6,036 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.8M 418,379 -69,810 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.21M 326,398 -38,488 -11%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.13M 288,140 -16,239 -5%
SI
17
Stephens Inc
Arkansas
$7.92M 280,462 +33,629 +14%
Ameriprise
18
Ameriprise
Minnesota
$6.96M 246,668 -44,988 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.33M 224,277 -7,210 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.04M 213,957 -76,242 -26%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.77M 204,200 +10,187 +5%
PCM
22
Peak Capital Management
Colorado
$5.75M 203,752 -62,092 -23%
PAG
23
Private Advisor Group
New Jersey
$5.34M 189,233 +125,822 +198%
AF
24
Allworth Financial
California
$4.9M 173,482 -8,288 -5%
CF
25
Centaurus Financial
California
$4.57M 161,934 +4,120 +3%