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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 %
NFSG
126
Newbridge Financial Services Group
Florida
$130K 5,000 +5,000 New
PB
127
Pinnacle Bancorp
Nebraska
$121K 4,635
HCP
128
Hexagon Capital Partners
Arkansas
$121K 4,593 +4,593 New
Deutsche Bank
129
Deutsche Bank
Germany
$120K 4,587 +1,593 +53%
CTB
130
Country Trust Bank
Illinois
$120K 4,600 +4,600 New
BFC
131
Bedel Financial Consulting
Indiana
$113K 4,328
SFPG
132
Stonebridge Financial Planning Group
Florida
$84K 3,100 -2,280 -42%
GRP
133
Global Retirement Partners
California
$84K 3,241
US Bancorp
134
US Bancorp
Minnesota
$81K 3,084 -59 -2%
AP
135
Arlington Partners
Alabama
$78K 2,990 -680 -19%
BEI
136
Benjamin Edwards Inc
Missouri
$75K 2,861 +272 +11%
EP
137
Eudaimonia Partners
Tennessee
$70K 2,674 +10 +0.4%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$60K 2,320 +141 +6%
BWL
139
Bogart Wealth LLC
Virginia
$59K 2,294
GSWM
140
Golden State Wealth Management
California
$58K 2,215 +2,215 New
CWC
141
Carolinas Wealth Consulting
North Carolina
$52K 1,985 +22 +1%
FFC
142
First Financial Corp
Indiana
$49K 1,875
MA
143
MUFG Americas
New York
$42K 1,620
WB
144
West Bancorporation
Iowa
$33K 1,275
Fidelity Investments
145
Fidelity Investments
Massachusetts
$31K 1,182 +221 +23%
SWM
146
Sugarloaf Wealth Management
Georgia
$29K 949 -3,733 -80%
FFA
147
Founders Financial Alliance
North Carolina
$24K 912 +912 New
OC
148
Oakworth Capital
Alabama
$23K 880
NSIM
149
North Star Investment Management
Illinois
$22K 855
CCM
150
Chiron Capital Management
Florida
$21K 800 +800 New