FDL icon

First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $605M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
81
Reduced
59
Closed
13
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFG
126
StrategIQ Financial Group
Indiana
$368K 11,229 +21 +0.2%
MIAN
127
Mariner Independent Advisor Network
Kansas
$359K 10,936 +10,936 New
1W
128
1776 Wealth
Georgia
$357K 10,900
AA
129
Ancora Advisors
Ohio
$357K 10,898
William Blair & Company
130
William Blair & Company
Illinois
$345K 10,525
SMC
131
Smith, Moore & Co
Missouri
$335K 10,226
SAM
132
Smithbridge Asset Management
Pennsylvania
$323K 9,849 +510 +5%
VCM
133
Virtue Capital Management
Tennessee
$320K 9,767 +9,767 New
OPA
134
Old Port Advisors
Maine
$314K 9,409
CTB
135
Country Trust Bank
Illinois
$313K 9,567
WAM
136
WealthTrust Asset Management
Florida
$308K 9,416 +5 +0.1%
MAFM
137
Mid Atlantic Financial Management
Pennsylvania
$302K 9,212 -3,719 -29%
RIA
138
Realta Investment Advisors
Delaware
$300K 9,154 +564 +7%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$297K 8,912 +924 +12%
OFS
140
Oldfather Financial Services
Nebraska
$296K 8,636 +8,636 New
TRCT
141
Tower Research Capital (TRC)
New York
$291K 8,895 +8,761 +6,538%
SDH
142
Sloy Dahl & Holst
Washington
$268K 8,170 +600 +8%
BFA
143
Beacon Financial Advisory
Ohio
$251K 7,654 +41 +0.5%
APW
144
Aurora Private Wealth
New Jersey
$239K 7,300 -200 -3%
MC
145
Moors & Cabot
Massachusetts
$238K 7,280
NFG
146
Next Financial Group
Texas
$237K 7,238 +1,055 +17%
WW
147
Waterfront Wealth
Kansas
$236K 7,190
EH
148
Equitable Holdings
New York
$235K 7,167 +4 +0.1%
MSAM
149
Moloney Securities Asset Management
Missouri
$232K 7,093 -38 -0.5%
BWM
150
BCS Wealth Management
Tennessee
$228K 6,971