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First Trust Morningstar Dividend Leaders Index Fund

215 hedge funds and large institutions have $680M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
30
Increased
72
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.11M 199,911 +20,485 +11%
SKK
27
Shepherd Kaplan Krochuk
Massachusetts
$6.66M 187,255 +10,422 +6%
Creative Planning
28
Creative Planning
Kansas
$5.48M 42,100 +6,271 +18%
HA
29
HFG Advisors
Ohio
$5.28M 148,608 +148,608 New
LS
30
Leelyn Smith
Illinois
$4.84M 135,992 -1,232 -0.9%
KCFA
31
Key Client Fiduciary Advisors
New Jersey
$4.65M 130,852 +130,852 New
CAM
32
Cozad Asset Management
Illinois
$4.6M 129,260 -327 -0.3%
US Bancorp
33
US Bancorp
Minnesota
$4.48M 125,824 -1,820 -1%
PAG
34
Private Advisor Group
New Jersey
$4.24M 119,290 -6,650 -5%
ASN
35
Advisory Services Network
Georgia
$3.89M 109,413 -3,338 -3%
First Trust Advisors
36
First Trust Advisors
Illinois
$3.88M 108,977 +27,227 +33%
DADC
37
D.A. Davidson & Co
Montana
$3.84M 107,878 -7,723 -7%
KAS
38
Kestra Advisory Services
Texas
$3.81M 107,251 -11,316 -10%
HIS
39
Harvest Investment Services
Illinois
$3.64M 102,294 +15,936 +18%
SWP
40
Stratos Wealth Partners
Ohio
$3.23M 90,726 +6,317 +7%
AAS
41
Avantax Advisory Services
Texas
$3.18M 89,316 -3,685 -4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$3.13M 88,072 +346 +0.4%
TCWM
43
Total Clarity Wealth Management
Illinois
$3.05M 85,828 +9,434 +12%
IRC
44
Investors Research Corp
Georgia
$2.82M 79,168 +12,710 +19%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.65M 74,614 +7,508 +11%
HI
46
Harbour Investments
Wisconsin
$2.62M 73,616 -13,519 -16%
CAN
47
Cetera Advisor Networks
California
$2.51M 70,559 +8,319 +13%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.34M 65,861 +269 +0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.31M 64,894 -2,408 -4%
BFS
50
Bickling Financial Services
Massachusetts
$2.12M 59,490 +218 +0.4%