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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 %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$962K 29,373 +905 +3%
1WM
77
1900 Wealth Management
Texas
$900K 27,492 +5,031 +22%
AWA
78
Arkadios Wealth Advisors
Georgia
$892K 27,247 -1,227 -4%
FWM
79
Frontier Wealth Management
Missouri
$883K 26,949 +56 +0.2%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$881K 26,892 +1,002 +4%
WS
81
Wedbush Securities
California
$860K 26,249 -970 -4%
AWG
82
Altus Wealth Group
Colorado
$847K 25,853 +8,056 +45%
GWM
83
Geneos Wealth Management
Colorado
$841K 25,352 -400 -2%
SWM
84
Spire Wealth Management
Virginia
$841K 25,673 +6,982 +37%
HT
85
HighTower Trust
Texas
$819K 25,006 -2,794 -10%
CAG
86
Csenge Advisory Group
Florida
$813K 24,512 +488 +2%
IA
87
IFG Advisory
Georgia
$794K 24,243 -1,877 -7%
IWP
88
Icon Wealth Partners
Texas
$783K 23,916 +2,118 +10%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$752K 22,941 -4,935 -18%
HFA
90
High Falls Advisors
New York
$738K 22,524 -557 -2%
SS
91
Sunbelt Securities
Texas
$733K 22,109
LW
92
Linscomb Wealth
Texas
$728K 22,226
CF
93
Centaurus Financial
California
$700K 21,375 -546 -2%
PFS
94
Prospera Financial Services
Texas
$670K 20,441 +440 +2%
UBG
95
United Bank (Georgia)
Georgia
$668K 20,405 -16,402 -45%
SWM
96
SeaCrest Wealth Management
New York
$668K 20,399 +1,785 +10%
CWM
97
Connecticut Wealth Management
Connecticut
$655K 20,000
DC
98
Davenport & Co
Virginia
$646K 19,730 +205 +1%
DWM
99
Doyle Wealth Management
Florida
$642K 19,601 +499 +3%
CFGS
100
Concourse Financial Group Securities
Alabama
$640K 19,536 -2,315 -11%