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First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

Holders
175
Holders Change
-35
Holders Change %
-16.67%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
17
Increased
54
Reduced
75
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.3M 3,638,679 +482,162 +15%
Bank of America
2
Bank of America
North Carolina
$33.6M 1,504,351 -141,405 -9%
Wells Fargo
3
Wells Fargo
California
$33.5M 1,501,633 -296,062 -16%
LPL Financial
4
LPL Financial
California
$30.8M 1,378,303 -111,651 -7%
UBS Group
5
UBS Group
Switzerland
$20.7M 924,863 -157,832 -15%
Truist Financial
6
Truist Financial
North Carolina
$16.8M 754,036 +218,340 +41%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.5M 846,487 +846,487 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.8M 615,903 +4,709 +0.8%
RJA
9
Raymond James & Associates
Florida
$12.2M 547,403 -64,001 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.6M 474,588 -450,222 -49%
SL
11
Salomon & Ludwin
Virginia
$10.3M 462,398 +77,260 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.87M 441,909 -336,132 -43%
Ameriprise
13
Ameriprise
Minnesota
$9.78M 435,706 +27,129 +7%
SI
14
Stephens Inc
Arkansas
$9.34M 418,133 +62,670 +18%
JWA
15
JFS Wealth Advisors
Pennsylvania
$9.04M 404,980 +6,835 +2%
BFG
16
Beacon Financial Group
Texas
$7.75M 296,081 -56,910 -16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.72M 300,952 -267,612 -47%
SFG
18
SNS Financial Group
Minnesota
$6.47M 289,579 +275,672 +1,982%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.79M 259,212 +2,660 +1%
Stifel Financial
20
Stifel Financial
Missouri
$5M 224,462 +13,773 +7%
AF
21
Allworth Financial
California
$4.9M 219,464 +49,256 +29%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.76M 213,135 +12,627 +6%
PCM
23
Peak Capital Management
Colorado
$4.5M 201,302 +5,329 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.13M 184,707 +158,229 +598%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.01M 179,723 -79,817 -31%