FDL icon

First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
49
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
101
PSI Advisors
Florida
$298K 11,467
IRC
102
Investors Research Corp
Georgia
$294K 11,280 +11,280 New
SFG
103
StrategIQ Financial Group
Indiana
$293K 11,231 +30 +0.3%
CP
104
Camelot Portfolios
Ohio
$290K 11,117 +11,117 New
OPS
105
Orion Portfolio Solutions
Nebraska
$289K 11,108 +442 +4%
TFA
106
Teamwork Financial Advisors
Texas
$280K 10,760 -283 -3%
HR
107
Hayden Royal
North Carolina
$271K 10,413 +3 +0%
OPA
108
Old Port Advisors
Maine
$256K 9,809
FAIM
109
Financial Advocates Investment Management
Washington
$253K 9,720 -576 -6%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$252K 9,676 -3,119 -24%
KA
111
Kovack Advisors
Florida
$251K 9,647 +151 +2%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$248K 8,816 +8,816 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$234K 8,968 +32 +0.4%
Creative Planning
115
Creative Planning
Kansas
$233K 8,952 +601 +7%
WWM
116
Western Wealth Management
Colorado
$230K 8,833 +708 +9%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$216K 8,287 +8,287 New
MOS
118
MGO One Seven
Ohio
$215K 8,237 -4,673 -36%
JWCA
119
J.W. Cole Advisors
Florida
$212K 8,144 -29,789 -79%
BWM
120
BCS Wealth Management
Tennessee
$202K 7,761 +7,761 New
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$200K 7,675 -41,140 -84%
IA
122
IFP Advisors
Florida
$163K 6,234
APA
123
American Portfolios Advisors
New York
$156K 5,972 -1,457 -20%
BAM
124
Bellevue Asset Management
Washington
$148K 5,694 -1,350 -19%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$142K 5,443 +4,553 +512%