FDL icon

First Trust Morningstar Dividend Leaders Index Fund

190 hedge funds and large institutions have $509M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
48
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$771K 26,067 +5,056 +24%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$767K 25,934 -145 -0.6%
CFGS
78
Concourse Financial Group Securities
Alabama
$751K 25,391 -7,684 -23%
DWM
79
Doyle Wealth Management
Florida
$671K 22,676 -5,697 -20%
SS
80
Sunbelt Securities
Texas
$659K 22,275 +8,864 +66%
AWA
81
Arkadios Wealth Advisors
Georgia
$657K 22,215 -940 -4%
CF
82
Centaurus Financial
California
$654K 22,090 -101,261 -82%
SWP
83
Stratos Wealth Partners
Ohio
$624K 21,083 -8,734 -29%
PFS
84
Prospera Financial Services
Texas
$619K 20,932 +242 +1%
DC
85
Davenport & Co
Virginia
$614K 20,750 +20,750 New
WP
86
WealthPLAN Partners
Nebraska
$605K 19,969 -2,099 -10%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$593K 20,054 -7,580 -27%
CWM
88
Connecticut Wealth Management
Connecticut
$592K 20,000
Citigroup
89
Citigroup
New York
$547K 18,487 -681 -4%
SWM
90
SeaCrest Wealth Management
New York
$533K 18,028 -3,384 -16%
AWG
91
Altus Wealth Group
Colorado
$533K 18,023 +18,023 New
MC
92
Moors & Cabot
Massachusetts
$514K 17,348 -1,362 -7%
CAG
93
Csenge Advisory Group
Florida
$494K 16,710 +168 +1%
CA
94
Continuum Advisory
Idaho
$490K 16,561 -200 -1%
Northern Trust
95
Northern Trust
Illinois
$464K 15,671 +15,671 New
RFN
96
RDA Financial Network
Iowa
$461K 15,578 -305 -2%
MA
97
MJP Associates
Connecticut
$435K 14,712 +14,712 New
AWA
98
Arete Wealth Advisors
Illinois
$435K 14,712 +14,712 New
RIA
99
Regal Investment Advisors
Michigan
$427K 14,426 +14,426 New
NA
100
NewEdge Advisors
Louisiana
$423K 14,304 -8,463 -37%