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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 %
IAIM
101
International Assets Investment Management
Florida
$616K 17,315 -697 -4%
SWM
102
Spire Wealth Management
Virginia
$615K 17,283 -8,390 -33%
VCM
103
Virtue Capital Management
Tennessee
$612K 17,208 +7,441 +76%
CWM
104
Connecticut Wealth Management
Connecticut
$605K 17,000 -3,000 -15%
KA
105
Kovack Advisors
Florida
$591K 16,611 +53 +0.3%
IAN
106
Integrated Advisors Network
Texas
$580K 16,311 +13 +0.1%
CA
107
Continuum Advisory
Idaho
$567K 15,941 -600 -4%
PPWM
108
Paragon Private Wealth Management
Kentucky
$552K 15,517 +15,517 New
RFN
109
RDA Financial Network
Iowa
$526K 14,783 +330 +2%
FAN
110
Financial Advisors Network
California
$519K 14,597 -3,400 -19%
GIA
111
Gladstone Institutional Advisory
Florida
$510K 14,338 -3,102 -18%
RIA
112
Regal Investment Advisors
Michigan
$502K 14,126
ACP
113
Aveo Capital Partners
Colorado
$496K 13,957 -1,491 -10%
FAM
114
Formidable Asset Management
Ohio
$494K 13,725 -300 -2%
WCG
115
Weaver Consulting Group
California
$483K 13,581
MA
116
MJP Associates
Connecticut
$470K 13,160 +61 +0.5%
SIM
117
Sterling Investment Management
Arizona
$434K 12,200
FH
118
FWG Holdings
Florida
$433K 11,824 +3 +0%
MIAN
119
Mariner Independent Advisor Network
Kansas
$423K 11,867 +931 +9%
APA
120
American Portfolios Advisors
New York
$416K 11,711 -288 -2%
LNC
121
Lincoln National Corp
Pennsylvania
$416K 11,694 +56 +0.5%
WFA
122
WMG Financial Advisors
Tennessee
$416K 11,722 +11,722 New
MIM
123
MTM Investment Management
South Carolina
$406K 11,419
WP
124
WealthPLAN Partners
Nebraska
$404K 11,123 +2 +0%
AOG
125
Alpha Omega Group
Virginia
$402K 11,304 -2,558 -18%