FDL icon

First Trust Morningstar Dividend Leaders Index Fund

204 hedge funds and large institutions have $591M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
73
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.07M 155,032 -21,524 -12%
LS
27
Leelyn Smith
Illinois
$4.31M 131,570 +8,414 +7%
CAM
28
Cozad Asset Management
Illinois
$4.19M 128,119 -744 -0.6%
US Bancorp
29
US Bancorp
Minnesota
$3.89M 118,819 +13,501 +13%
KAS
30
Kestra Advisory Services
Texas
$3.82M 116,704 -13,737 -11%
PAG
31
Private Advisor Group
New Jersey
$3.63M 111,042 +73,303 +194%
DADC
32
D.A. Davidson & Co
Montana
$3.63M 110,976 +4,882 +5%
FWM
33
ForthRight Wealth Management
Georgia
$3.38M 103,242 -3,600 -3%
CA
34
Cetera Advisors
Colorado
$3.18M 97,144 +15,780 +19%
HI
35
Harbour Investments
Wisconsin
$3.12M 95,375 +95,375 New
AAS
36
Avantax Advisory Services
Texas
$2.77M 84,717 +2,389 +3%
HIS
37
Harvest Investment Services
Illinois
$2.7M 82,649 -6,049 -7%
TCWM
38
Total Clarity Wealth Management
Illinois
$2.69M 82,294
ASN
39
Advisory Services Network
Georgia
$2.54M 77,488 +6,369 +9%
KFP
40
KMG Fiduciary Partners
Ohio
$2.39M 73,142 -3,855 -5%
ECA
41
Elevated Capital Advisors
Utah
$2.39M 71,900 -13,858 -16%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2.26M 68,987 -4,273 -6%
SWP
43
Stratos Wealth Partners
Ohio
$2.25M 68,612 +47,529 +225%
BRWA
44
B. Riley Wealth Advisors
Florida
$2.23M 68,147 -1,626 -2%
QCIG
45
Quad-Cities Investment Group
Iowa
$2.07M 63,374 -24 -0%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.03M 61,931 +61,931 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2M 61,031 -312 -0.5%
BFS
48
Bickling Financial Services
Massachusetts
$1.88M 57,322 +2,779 +5%
AWM
49
AE Wealth Management
Kansas
$1.86M 56,738 +24,637 +77%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$1.8M 54,942 -13 -0%