FDL icon

First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.91M 57,420 +6,187 +12%
IRC
52
Investors Research Corp
Georgia
$1.89M 56,990 +12,011 +27%
QCIG
53
Quad-Cities Investment Group
Iowa
$1.88M 56,544 -6,830 -11%
AWM
54
AE Wealth Management
Kansas
$1.84M 55,409 -1,329 -2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.81M 54,657 -285 -0.5%
CRI
56
Colonial River Investments
Virginia
$1.81M 54,449 +1,996 +4%
MCCP
57
Mission Creek Capital Partners
California
$1.46M 44,050 +3,968 +10%
JAWM
58
J. Arnold Wealth Management
Ohio
$1.37M 41,390 +2,825 +7%
SIG
59
Sargent Investment Group
Maryland
$1.33M 40,162 -2,296 -5%
UBG
60
United Bank (Georgia)
Georgia
$1.22M 36,807 -4,334 -11%
SPIA
61
Steward Partners Investment Advisory
New York
$1.18M 35,586 -5,106 -13%
JWCA
62
J.W. Cole Advisors
Florida
$1.18M 35,552 -116 -0.3%
BWA
63
Beam Wealth Advisors
Louisiana
$1.16M 34,852 +15,743 +82%
Mariner
64
Mariner
Kansas
$1.14M 34,416 -1,131 -3%
KPWS
65
Kestra Private Wealth Services
Texas
$1.13M 33,929 +607 +2%
SPC
66
Sigma Planning Corp
Michigan
$1.08M 32,503 +1,647 +5%
CIAS
67
Capital Investment Advisory Services
North Carolina
$1.05M 31,678 +2,460 +8%
RJT
68
Raymond James Trust
Florida
$1.05M 31,517 +1,449 +5%
SCA
69
Snowden Capital Advisors
New York
$1.02M 30,853 +900 +3%
FTUS
70
Flow Traders U.S.
New York
$997K 30,043 +30,043 New
OIA
71
OneDigital Investment Advisors
Kansas
$989K 29,794 -1,307 -4%
OC
72
Oppenheimer & Co
New York
$978K 29,466 +653 +2%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$945K 28,468 +11,666 +69%
AWA
74
Arkadios Wealth Advisors
Georgia
$944K 28,474 +4,479 +19%
GIA
75
Gladstone Institutional Advisory
Florida
$938K 28,269 +15,592 +123%