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First Trust Morningstar Dividend Leaders Index Fund

204 hedge funds and large institutions have $591M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
73
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWM
76
Frontier Wealth Management
Missouri
$879K 26,854 +26,854 New
LW
77
Linscomb Wealth
Texas
$855K 26,118 -3,234 -11%
CFGS
78
Concourse Financial Group Securities
Alabama
$849K 25,948 +557 +2%
HFA
79
High Falls Advisors
New York
$800K 24,447 -16,608 -40%
AWA
80
Arkadios Wealth Advisors
Georgia
$785K 23,995 +1,780 +8%
WS
81
Wedbush Securities
California
$777K 23,749 +11,325 +91%
CAG
82
Csenge Advisory Group
Florida
$738K 22,258 +5,548 +33%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$735K 22,476 -8,993 -29%
CF
84
Centaurus Financial
California
$727K 22,227 +137 +0.6%
SS
85
Sunbelt Securities
Texas
$723K 22,106 -169 -0.8%
WP
86
WealthPLAN Partners
Nebraska
$688K 19,970 +1 +0%
DWM
87
Doyle Wealth Management
Florida
$685K 20,924 -1,752 -8%
DC
88
Davenport & Co
Virginia
$679K 20,750
SWM
89
Spire Wealth Management
Virginia
$634K 19,376 +19,376 New
BWA
90
Beam Wealth Advisors
Louisiana
$625K 19,109 +19,109 New
Citigroup
91
Citigroup
New York
$624K 19,084 +597 +3%
AWG
92
Altus Wealth Group
Colorado
$613K 17,797 -226 -1%
SWM
93
SeaCrest Wealth Management
New York
$591K 18,077 +49 +0.3%
IWP
94
Icon Wealth Partners
Texas
$566K 17,300 +17,300 New
PFS
95
Prospera Financial Services
Texas
$562K 17,164 -3,768 -18%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$550K 16,802 +7,108 +73%
IAN
97
Integrated Advisors Network
Texas
$549K 16,779 +16,779 New
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$539K 16,472 -3,582 -18%
CA
99
Continuum Advisory
Idaho
$533K 15,991 -570 -3%
AOG
100
Alpha Omega Group
Virginia
$528K 16,140 -15,865 -50%