FDL icon

First Trust Morningstar Dividend Leaders Index Fund

173 hedge funds and large institutions have $603M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$97.6M 3,234,431 -665,701 -17%
Bank of America
2
Bank of America
North Carolina
$50.1M 1,660,038 +469,615 +39%
Wells Fargo
3
Wells Fargo
California
$46M 1,525,361 +47,607 +3%
LPL Financial
4
LPL Financial
California
$45.9M 1,521,538 +58,806 +4%
UBS Group
5
UBS Group
Switzerland
$39.2M 1,299,319 -97,007 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21M 697,305 +114,479 +20%
AG
7
Advisor Group
Arizona
$20.8M 690,790 +104,362 +18%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.5M 611,951 +140,368 +30%
RJA
9
Raymond James & Associates
Florida
$15.8M 522,554 +23,457 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.5M 481,798 +40,285 +9%
JWA
11
JFS Wealth Advisors
Pennsylvania
$13.3M 439,766 +11,219 +3%
SL
12
Salomon & Ludwin
Virginia
$13M 430,041 -4,317 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.5M 380,062 +128,116 +51%
SB
14
Suntrust Banks
Georgia
$11.1M 367,297 +11,592 +3%
Ameriprise
15
Ameriprise
Minnesota
$10.3M 340,211 +88,372 +35%
MML Investors Services
16
MML Investors Services
Massachusetts
$9.86M 326,943 +296 +0.1%
BTS
17
BB&T Securities
Virginia
$9.63M 319,212 +295,764 +1,261%
SI
18
Stephens Inc
Arkansas
$8.92M 295,807 -9,237 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.65M 253,809 +29,020 +13%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$7.37M 244,403 +8,190 +3%
PCM
21
Peak Capital Management
Colorado
$7.05M 233,871 +50,457 +28%
Stifel Financial
22
Stifel Financial
Missouri
$6.56M 217,319 +174,855 +412%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.54M 183,681 +23,505 +15%
HFS
24
HL Financial Services
Kentucky
$5.23M 173,338 +13,766 +9%
AF
25
Allworth Financial
California
$4.84M 160,569 -6,329 -4%