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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 %
FAM
101
Formidable Asset Management
Ohio
$421K 14,375
WCG
102
Weaver Consulting Group
California
$402K 13,581 -1,661 -11%
JAWM
103
J. Arnold Wealth Management
Ohio
$390K 13,180 +13,180 New
1IA
104
1834 Investment Advisors
Wisconsin
$386K 13,039
CP
105
Camelot Portfolios
Ohio
$384K 12,964 +1,847 +17%
IAIM
106
International Assets Investment Management
Florida
$380K 12,843 -375 -3%
WS
107
Wedbush Securities
California
$368K 12,424 -59,066 -83%
AA
108
Ancora Advisors
Ohio
$364K 12,287 -2,220 -15%
NFG
109
Next Financial Group
Texas
$362K 12,234 -3,999 -25%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$358K 12,114 +303 +3%
MAFM
111
Mid Atlantic Financial Management
Pennsylvania
$338K 11,411 +2,595 +29%
MIM
112
MTM Investment Management
South Carolina
$338K 11,419 +11,419 New
PA
113
PSI Advisors
Florida
$334K 11,317 -150 -1%
SFG
114
StrategIQ Financial Group
Indiana
$333K 11,263 +32 +0.3%
SS
115
Simplicity Solutions
Minnesota
$331K 11,182 -1,357 -11%
WWM
116
Western Wealth Management
Colorado
$325K 10,975 +2,142 +24%
1W
117
1776 Wealth
Georgia
$323K 10,900 -1,000 -8%
OPS
118
Orion Portfolio Solutions
Nebraska
$321K 10,856 -252 -2%
FHC
119
First Heartland Consultants
Missouri
$301K 10,174 +10,174 New
Creative Planning
120
Creative Planning
Kansas
$299K 10,119 +1,167 +13%
Renaissance Technologies
121
Renaissance Technologies
New York
$299K 10,100 +10,100 New
VFA
122
Voya Financial Advisors
Connecticut
$287K 9,790 -8,687 -47%
OPA
123
Old Port Advisors
Maine
$287K 9,809
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$287K 9,694 +726 +8%
CTB
125
Country Trust Bank
Illinois
$283K 9,567 +4,967 +108%