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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 %
LNC
126
Lincoln National Corp
Pennsylvania
$279K 9,415 -2,555 -21%
TFA
127
Teamwork Financial Advisors
Texas
$262K 8,860 -1,900 -18%
William Blair & Company
128
William Blair & Company
Illinois
$255K 8,615 +8,615 New
SB
129
Sunflower Bank
Texas
$247K 8,340 +8,340 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$245K 8,287
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
BWM
132
BCS Wealth Management
Tennessee
$230K 7,761
KFGK
133
Keystone Financial Group (Kentucky)
Kentucky
$229K 7,755 -76,483 -91%
AFP
134
Ausdal Financial Partners
Iowa
$229K 7,729 +7,729 New
FAIM
135
Financial Advocates Investment Management
Washington
$222K 7,501 -2,219 -23%
BFA
136
Beacon Financial Advisory
Ohio
$222K 7,525 +7,525 New
KA
137
Kovack Advisors
Florida
$211K 7,123 -2,524 -26%
IFWM
138
Institute for Wealth Management
Colorado
$201K 6,782 +6,782 New
RA
139
Reby Advisors
Connecticut
$201K 6,802 +6,802 New
APA
140
American Portfolios Advisors
New York
$187K 6,326 +354 +6%
BAM
141
Bellevue Asset Management
Washington
$171K 5,694
ICP
142
Interchange Capital Partners
Pennsylvania
$164K 5,550 +5,550 New
IA
143
IFP Advisors
Florida
$149K 4,981 -1,253 -20%
NFSG
144
Newbridge Financial Services Group
Florida
$148K 5,000
PB
145
Pinnacle Bancorp
Nebraska
$137K 4,635
HCP
146
Hexagon Capital Partners
Arkansas
$135K 4,593
CL
147
COWA LLC
Oklahoma
$133K 4,402 +4,402 New
BFC
148
Bedel Financial Consulting
Indiana
$128K 4,328
EP
149
Eudaimonia Partners
Tennessee
$87K 2,924 +250 +9%
BEI
150
Benjamin Edwards Inc
Missouri
$86K 2,909 +48 +2%