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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $551M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
57
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$106M 3,900,132 +254,509 +7%
Wells Fargo
2
Wells Fargo
California
$40.3M 1,477,754 +152,584 +12%
LPL Financial
3
LPL Financial
California
$39.8M 1,462,732 +160,062 +12%
UBS Group
4
UBS Group
Switzerland
$38M 1,396,326 -51,406 -4%
Bank of America
5
Bank of America
North Carolina
$32.4M 1,190,423 -74,840 -6%
JIP
6
Jaffetilchin Investment Partners
Florida
$16.8M 615,288 -6,294 -1%
AG
7
Advisor Group
Arizona
$16M 586,428 +15,434 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.9M 582,826 -18,823 -3%
RJA
9
Raymond James & Associates
Florida
$13.6M 499,097 -6,809 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.8M 471,583 +21,098 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12M 441,513 +411,291 +1,361%
SL
12
Salomon & Ludwin
Virginia
$11.8M 434,358 +434,358 New
JWA
13
JFS Wealth Advisors
Pennsylvania
$11.7M 428,547 +8,614 +2%
GVAG
14
Great Valley Advisor Group
Delaware
$10.8M 319,359 +319,359 New
SB
15
Suntrust Banks
Georgia
$9.69M 355,705 +24,646 +7%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.9M 326,647 +3,458 +1%
BFG
17
Beacon Financial Group
Texas
$8.44M 311,399 +291,536 +1,468%
SI
18
Stephens Inc
Arkansas
$8.31M 305,044 +6,765 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.96M 292,070 +70,049 +32%
Ameriprise
20
Ameriprise
Minnesota
$6.86M 251,839 +55,620 +28%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.86M 251,946 -884 -0.3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$6.44M 236,213 -65,582 -22%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.12M 224,789 +10,368 +5%
PCM
24
Peak Capital Management
Colorado
$5M 183,414 -27,951 -13%
AF
25
Allworth Financial
California
$4.55M 166,898 -2,245 -1%