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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 %
AIFAIM
51
American Institute for Advanced Investment Management
Arizona
$1.91M 58,510 +58,510 New
APW
52
Austin Private Wealth
Texas
$1.86M 57,072 +57,072 New
CAN
53
Cetera Advisor Networks
California
$1.8M 55,215 -1,071 -2%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$1.76M 53,990 +306 +0.6%
CS
55
Credit Suisse
Switzerland
$1.72M 52,735 +27,805 +112%
LNC
56
Lincoln National Corp
Pennsylvania
$1.54M 47,311 +8,776 +23%
UBG
57
United Bank (Georgia)
Georgia
$1.5M 46,005 -212 -0.5%
AFP
58
Ausdal Financial Partners
Iowa
$1.43M 45,518
DWM
59
Doyle Wealth Management
Florida
$1.4M 42,806 -299 -0.7%
SPIA
60
Steward Partners Investment Advisory
New York
$1.33M 40,913 +5,573 +16%
Mariner
61
Mariner
Kansas
$1.33M 40,774 +11,438 +39%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.24M 38,041 +17,475 +85%
NA
63
NewEdge Advisors
Louisiana
$1.22M 37,477 -2,269 -6%
GWM
64
Geneos Wealth Management
Colorado
$1.15M 35,104 -635 -2%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$1.13M 34,887 +1,400 +4%
Brown Advisory
66
Brown Advisory
Maryland
$1.12M 34,486 +34,486 New
JWCA
67
J.W. Cole Advisors
Florida
$1.12M 34,509 +34,509 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$1.11M 34,102 +6,856 +25%
PFS
69
Prospera Financial Services
Texas
$1.09M 33,320 +1,522 +5%
MCCP
70
Mission Creek Capital Partners
California
$1.08M 33,072 +33,072 New
LW
71
Linscomb Wealth
Texas
$1.07M 32,845
LA
72
LexAurum Advisors
Kansas
$1.07M 32,824 +5,651 +21%
SWP
73
Stratos Wealth Partners
Ohio
$1.03M 31,597 +3,085 +11%
IWM
74
IHT Wealth Management
Illinois
$1.03M 31,496 -27,067 -46%
IC
75
Inscription Capital
Texas
$1.02M 31,210 +31,210 New