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First Trust Morningstar Dividend Leaders Index Fund

215 hedge funds and large institutions have $680M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
30
Increased
72
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
126
PSI Advisors
Florida
$399K 11,207 -110 -1%
WWM
127
Western Wealth Management
Colorado
$395K 11,130 +11,130 New
AA
128
Ancora Advisors
Ohio
$388K 10,898
1W
129
1776 Wealth
Georgia
$388K 10,900
William Blair & Company
130
William Blair & Company
Illinois
$374K 10,525
SFG
131
StrategIQ Financial Group
Indiana
$365K 10,259 -970 -9%
SMC
132
Smith, Moore & Co
Missouri
$364K 10,226
CTB
133
Country Trust Bank
Illinois
$340K 9,567
OPA
134
Old Port Advisors
Maine
$337K 9,336 -73 -0.8%
WAM
135
WealthTrust Asset Management
Florida
$335K 9,419 +3 +0%
FWM
136
ForthRight Wealth Management
Georgia
$333K 9,363 -90,263 -91%
RIA
137
Realta Investment Advisors
Delaware
$328K 9,227 +73 +0.8%
EH
138
Equitable Holdings
New York
$327K 9,199 +2,032 +28%
SAM
139
Smithbridge Asset Management
Pennsylvania
$326K 9,170 -679 -7%
AWM
140
Apollon Wealth Management
South Carolina
$318K 8,937 +8,937 New
OFS
141
Oldfather Financial Services
Nebraska
$313K 8,636
PA
142
PFG Advisors
Arizona
$309K 8,676 +8,676 New
NFG
143
Next Financial Group
Texas
$302K 8,496 +1,258 +17%
SWA
144
Sightline Wealth Advisors
Connecticut
$281K 7,917 +7,917 New
TA
145
TrueWealth Advisors
Alabama
$280K 7,878 +7,878 New
BFA
146
Beacon Financial Advisory
Ohio
$274K 7,715 +61 +0.8%
MSAM
147
Moloney Securities Asset Management
Missouri
$274K 7,698 +605 +9%
SDH
148
Sloy Dahl & Holst
Washington
$268K 8,170
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$259K 7,272 +7,272 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$257K 7,243 -1,669 -19%