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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 %
CRI
51
Colonial River Investments
Virginia
$1.72M 52,453 +6,208 +13%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.68M 51,233 +4,472 +10%
CAN
53
Cetera Advisor Networks
California
$1.62M 49,433 -113 -0.2%
LA
54
LexAurum Advisors
Kansas
$1.59M 48,694 +686 +1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.48M 45,334 -16,747 -27%
IRC
56
Investors Research Corp
Georgia
$1.47M 44,979 +14,482 +47%
SIG
57
Sargent Investment Group
Maryland
$1.39M 42,458 -4,654 -10%
UBG
58
United Bank (Georgia)
Georgia
$1.35M 41,141 -1,809 -4%
SPIA
59
Steward Partners Investment Advisory
New York
$1.33M 40,692 +11,179 +38%
MCCP
60
Mission Creek Capital Partners
California
$1.31M 40,082 +1,872 +5%
CWM
61
Collaborative Wealth Management
Florida
$1.28M 34,042 +34,042 New
JAWM
62
J. Arnold Wealth Management
Ohio
$1.26M 38,565 +25,385 +193%
JWCA
63
J.W. Cole Advisors
Florida
$1.17M 35,668 +1,665 +5%
Mariner
64
Mariner
Kansas
$1.16M 35,547
KPWS
65
Kestra Private Wealth Services
Texas
$1.09M 33,322 +560 +2%
OIA
66
OneDigital Investment Advisors
Kansas
$1.02M 31,101 +67 +0.2%
SPC
67
Sigma Planning Corp
Michigan
$1.01M 30,856 +4,789 +18%
RJT
68
Raymond James Trust
Florida
$984K 30,068 -1,485 -5%
SCA
69
Snowden Capital Advisors
New York
$980K 29,953 +1,608 +6%
CIAS
70
Capital Investment Advisory Services
North Carolina
$956K 29,218 +1,292 +5%
IA
71
IFG Advisory
Georgia
$950K 29,053 -3,359 -10%
OC
72
Oppenheimer & Co
New York
$943K 28,813 -1,296 -4%
GWM
73
Geneos Wealth Management
Colorado
$925K 27,252 -235 -0.9%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$883K 26,981 +1,047 +4%
IAIM
75
International Assets Investment Management
Florida
$881K 28,142 +15,299 +119%