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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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$617K 18,826 +8,968 +91%
FAN
102
Financial Advisors Network
California
$617K 17,997 +17,997 New
IAIM
103
International Assets Investment Management
Florida
$590K 18,012 +186 +1%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$588K 17,936 +4,853 +37%
GIA
105
Gladstone Institutional Advisory
Florida
$571K 17,440 -10,829 -38%
CA
106
Continuum Advisory
Idaho
$542K 16,541 +550 +3%
KA
107
Kovack Advisors
Florida
$542K 16,558 +16,558 New
IAN
108
Integrated Advisors Network
Texas
$534K 16,298 -492 -3%
ACP
109
Aveo Capital Partners
Colorado
$506K 15,448 +117 +0.8%
RFN
110
RDA Financial Network
Iowa
$473K 14,453 -20 -0.1%
RIA
111
Regal Investment Advisors
Michigan
$463K 14,126 -200 -1%
FAM
112
Formidable Asset Management
Ohio
$459K 14,025 -350 -2%
AOG
113
Alpha Omega Group
Virginia
$454K 13,862 -662 -5%
WCG
114
Weaver Consulting Group
California
$445K 13,581
AWA
115
Arete Wealth Advisors
Illinois
$429K 13,099 +41 +0.3%
MA
116
MJP Associates
Connecticut
$429K 13,099 +41 +0.3%
NA
117
NewEdge Advisors
Louisiana
$420K 12,812 +508 +4%
SIM
118
Sterling Investment Management
Arizona
$400K 12,200 +3,348 +38%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$397K 12,130 +1,335 +12%
APA
120
American Portfolios Advisors
New York
$393K 11,999 +108 +0.9%
FH
121
FWG Holdings
Florida
$387K 11,821 +181 +2%
LNC
122
Lincoln National Corp
Pennsylvania
$381K 11,638 -199 -2%
WP
123
WealthPLAN Partners
Nebraska
$378K 11,121 -8,850 -44%
MIM
124
MTM Investment Management
South Carolina
$374K 11,419
PA
125
PSI Advisors
Florida
$371K 11,317