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First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K
Name Market Value Shares Shares
Change
Shares
Change %
AWG
101
Altus Wealth Group
Colorado
$591K 17,797
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$564K 16,985 -5,491 -24%
IAN
103
Integrated Advisors Network
Texas
$557K 16,790 +11 +0.1%
CA
104
Continuum Advisory
Idaho
$531K 15,991
ACP
105
Aveo Capital Partners
Colorado
$509K 15,331 +1,750 +13%
AOG
106
Alpha Omega Group
Virginia
$482K 14,524 -1,616 -10%
RFN
107
RDA Financial Network
Iowa
$480K 14,473 -29 -0.2%
FAM
108
Formidable Asset Management
Ohio
$476K 14,375
MHS
109
M Holdings Securities
Oregon
$475K 14,319 +132 +0.9%
RIA
110
Regal Investment Advisors
Michigan
$475K 14,326 +14,326 New
Creative Planning
111
Creative Planning
Kansas
$465K 14,002 +3,231 +30%
WCG
112
Weaver Consulting Group
California
$451K 13,581
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$434K 13,083 -3,389 -21%
AWA
114
Arete Wealth Advisors
Illinois
$433K 13,058 -508 -4%
MA
115
MJP Associates
Connecticut
$433K 13,058 -508 -4%
MAFM
116
Mid Atlantic Financial Management
Pennsylvania
$429K 12,931 +418 +3%
NA
117
NewEdge Advisors
Louisiana
$408K 12,304 -1,807 -13%
APA
118
American Portfolios Advisors
New York
$395K 11,891 +3,046 +34%
LNC
119
Lincoln National Corp
Pennsylvania
$393K 11,837 +352 +3%
FH
120
FWG Holdings
Florida
$386K 11,640 +11,640 New
MIM
121
MTM Investment Management
South Carolina
$379K 11,419
PA
122
PSI Advisors
Florida
$375K 11,317
SFG
123
StrategIQ Financial Group
Indiana
$372K 11,208 -73 -0.6%
AA
124
Ancora Advisors
Ohio
$362K 10,898 -1,389 -11%
1W
125
1776 Wealth
Georgia
$362K 10,900