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First Trust Morningstar Dividend Leaders Index Fund

210 hedge funds and large institutions have $740M invested in First Trust Morningstar Dividend Leaders Index Fund in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
44
Increased
85
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 3,156,517 +17,201 +0.5%
Wells Fargo
2
Wells Fargo
California
$58.6M 1,797,695 -25,411 -1%
Bank of America
3
Bank of America
North Carolina
$53.6M 1,645,756 +159,006 +11%
LPL Financial
4
LPL Financial
California
$48.5M 1,489,954 +95,642 +7%
UBS Group
5
UBS Group
Switzerland
$35.3M 1,082,695 +68,751 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$30.1M 924,810 +315,225 +52%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.3M 778,041 +50,387 +7%
AG
8
Advisor Group
Arizona
$22.4M 686,637 -11,897 -2%
RJA
9
Raymond James & Associates
Florida
$19.9M 611,404 +25,293 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$19.9M 611,194 +71,085 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.5M 568,564 +30,096 +6%
Truist Financial
12
Truist Financial
North Carolina
$17.5M 535,696 +535,696 New
BFG
13
Beacon Financial Group
Texas
$17.2M 352,991 -72,813 -17%
MML Investors Services
14
MML Investors Services
Massachusetts
$13.8M 424,208 +45,246 +12%
Ameriprise
15
Ameriprise
Minnesota
$13.3M 408,577 +52,793 +15%
JWA
16
JFS Wealth Advisors
Pennsylvania
$13M 398,145 -35,410 -8%
SL
17
Salomon & Ludwin
Virginia
$12.5M 385,138 -30,541 -7%
SI
18
Stephens Inc
Arkansas
$11.6M 355,463 +11,305 +3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$8.68M 266,228 +19,224 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.46M 259,540 +15,826 +6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$8.36M 256,552 -791 -0.3%
Stifel Financial
22
Stifel Financial
Missouri
$6.87M 210,689 +19,900 +10%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.53M 200,508 +184 +0.1%
PCM
24
Peak Capital Management
Colorado
$6.37M 195,973 -788 -0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$5.55M 170,506 +28,594 +20%