FDL icon

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 %
CWM
76
Collaborative Wealth Management
Florida
$974K 27,377 +27,377 New
OIA
77
OneDigital Investment Advisors
Kansas
$968K 27,233 -2,590 -9%
AWA
78
Arkadios Wealth Advisors
Georgia
$958K 26,937 -310 -1%
AWG
79
Altus Wealth Group
Colorado
$926K 26,045 +192 +0.7%
GWM
80
Geneos Wealth Management
Colorado
$915K 25,752 +400 +2%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$912K 25,639 -3,734 -13%
NA
82
NewEdge Advisors
Louisiana
$906K 25,481 +12,669 +99%
IA
83
IFG Advisory
Georgia
$904K 25,431 +1,188 +5%
FWM
84
Frontier Wealth Management
Missouri
$891K 25,064 -1,885 -7%
DC
85
Davenport & Co
Virginia
$863K 24,265 +4,535 +23%
IWP
86
Icon Wealth Partners
Texas
$851K 23,942 +26 +0.1%
Renaissance Technologies
87
Renaissance Technologies
New York
$829K 23,300 +23,300 New
CAG
88
Csenge Advisory Group
Florida
$802K 24,024 -488 -2%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$792K 22,252 -689 -3%
SS
90
Sunbelt Securities
Texas
$775K 21,295 -814 -4%
CF
91
Centaurus Financial
California
$768K 21,600 +225 +1%
PFS
92
Prospera Financial Services
Texas
$751K 21,128 +687 +3%
HFA
93
High Falls Advisors
New York
$731K 20,562 -1,962 -9%
LW
94
Linscomb Wealth
Texas
$730K 20,540 -1,686 -8%
SWM
95
SeaCrest Wealth Management
New York
$717K 20,158 -241 -1%
CFGS
96
Concourse Financial Group Securities
Alabama
$709K 19,947 +411 +2%
DWM
97
Doyle Wealth Management
Florida
$699K 19,660 +59 +0.3%
IWC
98
Integrated Wealth Concepts
Massachusetts
$647K 18,207 -619 -3%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$638K 17,942 +6 +0%
UBG
100
United Bank (Georgia)
Georgia
$624K 17,561 -2,844 -14%