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First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
46
Reduced
63
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 3,645,623 -71,526 -2%
UBS Group
2
UBS Group
Switzerland
$43.2M 1,447,732 +128,366 +10%
Wells Fargo
3
Wells Fargo
California
$39.5M 1,325,170 +75,950 +6%
LPL Financial
4
LPL Financial
California
$38.8M 1,302,670 +45,785 +4%
Bank of America
5
Bank of America
North Carolina
$37.7M 1,265,263 -201,662 -14%
JIP
6
Jaffetilchin Investment Partners
Florida
$18.5M 621,582 +6,453 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M 601,649 -11,291 -2%
AG
8
Advisor Group
Arizona
$17M 570,994 +45,061 +9%
RJA
9
Raymond James & Associates
Florida
$15.1M 505,906 +22,585 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.4M 450,485 +45,173 +11%
JWA
11
JFS Wealth Advisors
Pennsylvania
$12.5M 419,933 -6,331 -1%
SB
12
Suntrust Banks
Georgia
$9.87M 331,059 -124,987 -27%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.63M 323,189 +9,265 +3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$9M 301,795 -246,702 -45%
SI
15
Stephens Inc
Arkansas
$8.89M 298,279 +4,507 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.54M 252,830 -22,919 -8%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$6.65M 222,021 +6,612 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.39M 214,421 -14,715 -6%
PCM
19
Peak Capital Management
Colorado
$6.23M 211,365 +17,974 +9%
Ameriprise
20
Ameriprise
Minnesota
$5.98M 196,219 -28,777 -13%
CWM
21
Cornerstone Wealth Management
Missouri
$5.5M 160,412 -4,887 -3%
AF
22
Allworth Financial
California
$5.04M 169,143 +9 +0%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.48M 150,256 -47,640 -24%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.23M 141,800 -3,975 -3%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$3.9M 130,966 +2,279 +2%