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First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K
Name Market Value Shares Shares
Change
Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$358K 10,795 -445 -4%
WWM
127
Western Wealth Management
Colorado
$357K 10,748 +14 +0.1%
Renaissance Technologies
128
Renaissance Technologies
New York
$355K 10,700 +10,700 New
William Blair & Company
129
William Blair & Company
Illinois
$349K 10,525 +1,290 +14%
SMC
130
Smith, Moore & Co
Missouri
$339K 10,226 +3,588 +54%
IWC
131
Integrated Wealth Concepts
Massachusetts
$327K 9,858 +9,858 New
CTB
132
Country Trust Bank
Illinois
$317K 9,567
OPA
133
Old Port Advisors
Maine
$313K 9,409
WAM
134
WealthTrust Asset Management
Florida
$312K 9,411 +9,411 New
SAM
135
Smithbridge Asset Management
Pennsylvania
$310K 9,339 +9,339 New
SIM
136
Sterling Investment Management
Arizona
$294K 8,852 +8,852 New
RIA
137
Realta Investment Advisors
Delaware
$285K 8,590 +2,130 +33%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$265K 7,988 +6,397 +402%
AFP
139
Ausdal Financial Partners
Iowa
$256K 7,719 -170 -2%
BFA
140
Beacon Financial Advisory
Ohio
$253K 7,613 +52 +0.7%
SDH
141
Sloy Dahl & Holst
Washington
$251K 7,570
APW
142
Aurora Private Wealth
New Jersey
$249K 7,500
MC
143
Moors & Cabot
Massachusetts
$242K 7,280 +7,280 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$241K 7,260
SF
145
Synovus Financial
Georgia
$241K 7,244 +7,244 New
WW
146
Waterfront Wealth
Kansas
$239K 7,190
EH
147
Equitable Holdings
New York
$238K 7,163 +705 +11%
MSAM
148
Moloney Securities Asset Management
Missouri
$237K 7,131 +943 +15%
TFA
149
Teamwork Financial Advisors
Texas
$231K 6,949 -1,814 -21%
BWM
150
BCS Wealth Management
Tennessee
$231K 6,971 -790 -10%