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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 %
KFP
51
KMG Fiduciary Partners
Ohio
$2.09M 58,895 -3,679 -6%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.01M 56,422 -187 -0.3%
QCIG
53
Quad-Cities Investment Group
Iowa
$1.93M 54,284 -1,257 -2%
CRI
54
Colonial River Investments
Virginia
$1.79M 50,271 +50,271 New
AWM
55
AE Wealth Management
Kansas
$1.71M 48,108 -8,302 -15%
PWMG
56
Provence Wealth Management Group
California
$1.59M 44,809 +44,809 New
MCCP
57
Mission Creek Capital Partners
California
$1.56M 43,754 -403 -0.9%
Mariner
58
Mariner
Kansas
$1.42M 39,984 +3,802 +11%
Bessemer Group
59
Bessemer Group
New Jersey
$1.42M 39,885 -5,000 -11%
SPC
60
Sigma Planning Corp
Michigan
$1.32M 37,226 +6,513 +21%
RT
61
Rockland Trust
Massachusetts
$1.29M 36,367 +4,816 +15%
JWCA
62
J.W. Cole Advisors
Florida
$1.28M 35,883 -1,256 -3%
SPIA
63
Steward Partners Investment Advisory
New York
$1.26M 35,280 +2,130 +6%
KPWS
64
Kestra Private Wealth Services
Texas
$1.18M 33,270 +397 +1%
HT
65
HighTower Trust
Texas
$1.16M 32,679 +7,673 +31%
SIG
66
Sargent Investment Group
Maryland
$1.13M 31,879 -3,366 -10%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.1M 30,905 +4,013 +15%
1WM
68
1900 Wealth Management
Texas
$1.09M 30,576 +3,084 +11%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.06M 29,867 -3,437 -10%
AAS
70
Ameritas Advisory Services
Nebraska
$1.05M 29,597 +29,597 New
OC
71
Oppenheimer & Co
New York
$1.04M 29,245 -178 -0.6%
CIAS
72
Capital Investment Advisory Services
North Carolina
$1.03M 28,963 -440 -1%
RJT
73
Raymond James Trust
Florida
$1.03M 28,942 -2,000 -6%
WS
74
Wedbush Securities
California
$997K 28,039 +1,790 +7%
SCA
75
Snowden Capital Advisors
New York
$975K 27,424 -2,757 -9%