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First Trust Morningstar Dividend Leaders Index Fund

204 hedge funds and large institutions have $591M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
73
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFG
126
StrategIQ Financial Group
Indiana
$369K 11,281 +18 +0.2%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$368K 11,240 -874 -7%
1W
128
1776 Wealth
Georgia
$357K 10,900
Creative Planning
129
Creative Planning
Kansas
$352K 10,771 +652 +6%
WWM
130
Western Wealth Management
Colorado
$351K 10,734 -241 -2%
VFA
131
Voya Financial Advisors
Connecticut
$321K 9,790
CTB
132
Country Trust Bank
Illinois
$313K 9,567
OPA
133
Old Port Advisors
Maine
$308K 9,409 -400 -4%
William Blair & Company
134
William Blair & Company
Illinois
$302K 9,235 +620 +7%
Goldman Sachs
135
Goldman Sachs
New York
$291K 8,879 -102,569 -92%
APA
136
American Portfolios Advisors
New York
$289K 8,845 +2,519 +40%
TFA
137
Teamwork Financial Advisors
Texas
$287K 8,763 -97 -1%
FAIM
138
Financial Advocates Investment Management
Washington
$276K 8,448 +947 +13%
AFP
139
Ausdal Financial Partners
Iowa
$258K 7,889 +160 +2%
BWM
140
BCS Wealth Management
Tennessee
$254K 7,761
SDH
141
Sloy Dahl & Holst
Washington
$248K 7,570 +7,570 New
BFA
142
Beacon Financial Advisory
Ohio
$247K 7,561 +36 +0.5%
APW
143
Aurora Private Wealth
New Jersey
$245K 7,500 +7,500 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
WW
145
Waterfront Wealth
Kansas
$236K 7,190 +7,190 New
IFWM
146
Institute for Wealth Management
Colorado
$222K 6,782
LGA
147
Lebenthal Global Advisors
New York
$221K 6,755 +6,255 +1,251%
Deutsche Bank
148
Deutsche Bank
Germany
$219K 6,689 +4,409 +193%
BPA
149
Beacon Pointe Advisors
California
$219K 6,696 +6,696 New
SMC
150
Smith, Moore & Co
Missouri
$217K 6,638 +6,638 New