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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 %
BFS
51
Bickling Financial Services
Massachusetts
$1.94M 59,272 +1,010 +2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.86M 56,609 +1,952 +4%
AWM
53
AE Wealth Management
Kansas
$1.85M 56,410 +1,001 +2%
QCIG
54
Quad-Cities Investment Group
Iowa
$1.82M 55,541 -1,003 -2%
Citadel Advisors
55
Citadel Advisors
Florida
$1.81M 55,124 +55,124 New
Bessemer Group
56
Bessemer Group
New Jersey
$1.47M 44,885 +44,885 New
MCCP
57
Mission Creek Capital Partners
California
$1.45M 44,157 +107 +0.2%
ECA
58
Elevated Capital Advisors
Utah
$1.44M 43,905 +43,905 New
JAWM
59
J. Arnold Wealth Management
Ohio
$1.3M 39,710 -1,680 -4%
BWA
60
Beam Wealth Advisors
Louisiana
$1.3M 39,575 +4,723 +14%
Goldman Sachs
61
Goldman Sachs
New York
$1.22M 37,303 +37,303 New
JWCA
62
J.W. Cole Advisors
Florida
$1.22M 37,139 +1,587 +4%
Mariner
63
Mariner
Kansas
$1.19M 36,182 +1,766 +5%
SIG
64
Sargent Investment Group
Maryland
$1.16M 35,245 -4,917 -12%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.09M 33,304 +16,319 +96%
SPIA
66
Steward Partners Investment Advisory
New York
$1.09M 33,150 -2,436 -7%
KPWS
67
Kestra Private Wealth Services
Texas
$1.08M 32,873 -1,056 -3%
RT
68
Rockland Trust
Massachusetts
$1.03M 31,551 +31,551 New
RJT
69
Raymond James Trust
Florida
$1.01M 30,942 -575 -2%
SPC
70
Sigma Planning Corp
Michigan
$1.01M 30,713 -1,790 -6%
AIC
71
Ameritas Investment Company
Nebraska
$999K 30,482 +3,701 +14%
SCA
72
Snowden Capital Advisors
New York
$989K 30,181 -672 -2%
OIA
73
OneDigital Investment Advisors
Kansas
$977K 29,823 +29 +0.1%
OC
74
Oppenheimer & Co
New York
$964K 29,423 -43 -0.1%
CIAS
75
Capital Investment Advisory Services
North Carolina
$963K 29,403 -2,275 -7%