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First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $605M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
81
Reduced
59
Closed
13
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.88M 179,426 -6,049 -3%
SKK
27
Shepherd Kaplan Krochuk
Massachusetts
$5.79M 176,833 -5,671 -3%
Creative Planning
28
Creative Planning
Kansas
$4.87M 35,829 +21,827 +156%
LS
29
Leelyn Smith
Illinois
$4.5M 137,224 +1,139 +0.8%
CAM
30
Cozad Asset Management
Illinois
$4.25M 129,587 -663 -0.5%
US Bancorp
31
US Bancorp
Minnesota
$4.18M 127,644 +4,056 +3%
PAG
32
Private Advisor Group
New Jersey
$4.13M 125,940 +3,234 +3%
KAS
33
Kestra Advisory Services
Texas
$3.88M 118,567 +12,186 +11%
DADC
34
D.A. Davidson & Co
Montana
$3.79M 115,601 +367 +0.3%
ASN
35
Advisory Services Network
Georgia
$3.69M 112,751 +23,779 +27%
FWM
36
ForthRight Wealth Management
Georgia
$3.26M 99,626 -2,832 -3%
AAS
37
Avantax Advisory Services
Texas
$3.05M 93,001 +6,357 +7%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.87M 87,726 +3,323 +4%
HI
39
Harbour Investments
Wisconsin
$2.86M 87,135 -223 -0.3%
HIS
40
Harvest Investment Services
Illinois
$2.83M 86,358 +4,392 +5%
LA
41
LexAurum Advisors
Kansas
$2.81M 85,787 +18,960 +28%
SWP
42
Stratos Wealth Partners
Ohio
$2.77M 84,409 +392 +0.5%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.68M 81,750 +11,624 +17%
TCWM
44
Total Clarity Wealth Management
Illinois
$2.5M 76,394
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.21M 67,302 -4,759 -7%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.2M 67,106 +9,686 +17%
IRC
47
Investors Research Corp
Georgia
$2.18M 66,458 +9,468 +17%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.15M 65,592 -809 -1%
KFP
49
KMG Fiduciary Partners
Ohio
$2.05M 62,574 -9,952 -14%
CAN
50
Cetera Advisor Networks
California
$2.04M 62,240 +3,111 +5%