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First Trust Morningstar Dividend Leaders Index Fund

190 hedge funds and large institutions have $509M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
48
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.45M 150,505 +53,129 +55%
KAS
27
Kestra Advisory Services
Texas
$3.82M 130,441 -8,840 -6%
CAM
28
Cozad Asset Management
Illinois
$3.81M 128,863 -2,442 -2%
LS
29
Leelyn Smith
Illinois
$3.64M 123,156 +5,490 +5%
Goldman Sachs
30
Goldman Sachs
New York
$3.3M 111,448 +65,919 +145%
FWM
31
ForthRight Wealth Management
Georgia
$3.16M 106,842 +106,842 New
DADC
32
D.A. Davidson & Co
Montana
$3.14M 106,094 +3,171 +3%
US Bancorp
33
US Bancorp
Minnesota
$3.12M 105,318 +102,234 +3,315%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$2.78M 93,845 +93,845 New
HIS
35
Harvest Investment Services
Illinois
$2.62M 88,698 -20,947 -19%
ECA
36
Elevated Capital Advisors
Utah
$2.54M 85,758 -4,605 -5%
AAS
37
Avantax Advisory Services
Texas
$2.44M 82,328 -50,482 -38%
TCWM
38
Total Clarity Wealth Management
Illinois
$2.44M 82,294
CA
39
Cetera Advisors
Colorado
$2.41M 81,364 +1,296 +2%
KFP
40
KMG Fiduciary Partners
Ohio
$2.27M 76,997 -4,974 -6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.17M 73,260 +63,584 +657%
ASN
42
Advisory Services Network
Georgia
$2.1M 71,119 -1,353 -2%
BRWA
43
B. Riley Wealth Advisors
Florida
$2.07M 69,773 -4,762 -6%
QCIG
44
Quad-Cities Investment Group
Iowa
$1.88M 63,398 -1,557 -2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.84M 62,081 -13,560 -18%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.82M 61,343 +479 +0.8%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.63M 54,955 -212,622 -79%
BFS
48
Bickling Financial Services
Massachusetts
$1.61M 54,543 +54,543 New
CAN
49
Cetera Advisor Networks
California
$1.47M 49,546 +1,325 +3%
LA
50
LexAurum Advisors
Kansas
$1.42M 48,008 +27,825 +138%