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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 %
AF
26
Allworth Financial
California
$5.55M 170,208 +17,382 +11%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$5.24M 160,829 +8,508 +6%
KFP
28
KMG Fiduciary Partners
Ohio
$4.98M 152,896 +3,014 +2%
CF
29
Centaurus Financial
California
$4.51M 138,469 -1,683 -1%
HIS
30
Harvest Investment Services
Illinois
$4.4M 135,139 +45,875 +51%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$3.27M 100,311 +100,311 New
AAS
32
Avantax Advisory Services
Texas
$3.06M 93,988 +49,995 +114%
PAG
33
Private Advisor Group
New Jersey
$3.01M 92,401 +2,792 +3%
DADC
34
D.A. Davidson & Co
Montana
$2.9M 88,914 +17,274 +24%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$2.89M 88,604 +4,237 +5%
TCWM
36
Total Clarity Wealth Management
Illinois
$2.78M 85,383 +85,383 New
HH
37
Hilltop Holdings
Texas
$2.76M 84,677 +29,859 +54%
ASN
38
Advisory Services Network
Georgia
$2.74M 83,972 -3,545 -4%
HFA
39
High Falls Advisors
New York
$2.67M 82,043 +17,785 +28%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.66M 81,718 -335 -0.4%
WA
41
Wealth Advisors
California
$2.55M 80,790 +80,790 New
WCG
42
Weaver Consulting Group
California
$2.49M 80,337
CA
43
Cetera Advisors
Colorado
$2.48M 76,085 +6,072 +9%
FAAS
44
First Allied Advisory Services
California
$2.44M 74,963 +4,740 +7%
FLI
45
Family Legacy Inc
South Carolina
$2.37M 73,025 +1,172 +2%
SIG
46
Sargent Investment Group
Maryland
$2.37M 72,757 +19,510 +37%
JAWM
47
J. Arnold Wealth Management
Ohio
$2.27M 69,583 +69,583 New
WS
48
Wedbush Securities
California
$2.26M 69,394 +21,081 +44%
QCIG
49
Quad-Cities Investment Group
Iowa
$2.13M 65,130 +1,308 +2%
SW
50
SlateStone Wealth
Florida
$2.09M 64,116