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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 %
WP
76
WealthPLAN Partners
Nebraska
$1M 31,270 +3,773 +14%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$979K 30,034 +454 +2%
Citigroup
78
Citigroup
New York
$955K 29,310 +699 +2%
RFN
79
RDA Financial Network
Iowa
$901K 28,684 -2,035 -7%
BPWA
80
Beacon Pointe Wealth Advisors
California
$886K 27,257 +288 +1%
MC
81
Moors & Cabot
Massachusetts
$867K 26,583 -48 -0.2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$863K 26,478 +26,478 New
MHS
83
M Holdings Securities
Oregon
$832K 25,545 +10,426 +69%
ACA
84
Aptus Capital Advisors
Alabama
$814K 25,001 +25,001 New
AIC
85
Ameritas Investment Company
Nebraska
$810K 24,852 +4,037 +19%
IA
86
IFG Advisory
Georgia
$808K 24,817 +181 +0.7%
SPC
87
Sigma Planning Corp
Michigan
$806K 24,753 +10,466 +73%
OIA
88
OneDigital Investment Advisors
Kansas
$804K 24,689 +11 +0%
NWM
89
Northwest Wealth Management
Iowa
$801K 24,586 -9,023 -27%
CA
90
Continuum Advisory
Idaho
$797K 24,466 -3,050 -11%
WI
91
Wintrust Investments
Illinois
$793K 24,328 +2,832 +13%
SWM
92
SeaCrest Wealth Management
New York
$777K 23,845 -335 -1%
Jane Street
93
Jane Street
New York
$774K 23,761 +2,370 +11%
CFGS
94
Concourse Financial Group Securities
Alabama
$765K 23,480 +5,288 +29%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$758K 23,270 +23,270 New
SS
96
Sunbelt Securities
Texas
$699K 21,468 +7,334 +52%
AWM
97
AE Wealth Management
Kansas
$676K 20,735 +209 +1%
AWA
98
Arkadios Wealth Advisors
Georgia
$663K 20,754 +20,754 New
WWM
99
Western Wealth Management
Colorado
$659K 20,221 +2,017 +11%
NFG
100
Next Financial Group
Texas
$659K 20,231 +2,728 +16%