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First Trust Morningstar Dividend Leaders Index Fund

169 hedge funds and large institutions have $646M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
71
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98.4M 3,210,268 -24,163 -0.7%
Bank of America
2
Bank of America
North Carolina
$51.7M 1,688,333 +28,295 +2%
Wells Fargo
3
Wells Fargo
California
$50.6M 1,650,623 +125,262 +8%
LPL Financial
4
LPL Financial
California
$47.6M 1,552,601 +31,063 +2%
UBS Group
5
UBS Group
Switzerland
$38.8M 1,266,080 -33,239 -3%
AG
6
Advisor Group
Arizona
$21.9M 714,531 +23,741 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.7M 708,962 +11,657 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.8M 612,971 +1,020 +0.2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17.4M 567,434 +187,372 +49%
RJA
10
Raymond James & Associates
Florida
$16.6M 542,971 +20,417 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.3M 499,797 +17,999 +4%
BFG
12
Beacon Financial Group
Texas
$13.3M 435,408 +276,403 +174%
JWA
13
JFS Wealth Advisors
Pennsylvania
$13.3M 434,935 -4,831 -1%
SL
14
Salomon & Ludwin
Virginia
$13.1M 426,617 -3,424 -0.8%
SB
15
Suntrust Banks
Georgia
$11.6M 377,984 +10,687 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$11.3M 370,359 +43,416 +13%
Ameriprise
17
Ameriprise
Minnesota
$10.8M 352,725 +12,514 +4%
SI
18
Stephens Inc
Arkansas
$9.58M 312,600 +16,793 +6%
MIAN
19
Mariner Independent Advisor Network
Kansas
$8.67M 282,563 +282,563 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$8M 261,166 +188,099 +257%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.54M 246,112 -7,697 -3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$7.42M 242,102 -2,301 -0.9%
Stifel Financial
23
Stifel Financial
Missouri
$7.18M 234,189 +16,870 +8%
PCM
24
Peak Capital Management
Colorado
$5.84M 195,702 -38,169 -16%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.77M 188,411 +4,730 +3%