FDL icon

First Trust Morningstar Dividend Leaders Index Fund

175 hedge funds and large institutions have $464M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 49 closing their positions.

Holders
175
Holders Change
-35
Holders Change %
-16.67%
% of All Funds
3.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
17
Increased
54
Reduced
75
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
151
Central Trust Company
Missouri
$25K
OC
152
Oakworth Capital
Alabama
$20K
CFA
153
Carroll Financial Associates
North Carolina
$20K
NSIM
154
North Star Investment Management
Illinois
$19K
WEC
155
Winslow Evans & Crocker
Massachusetts
$18K -$429K -17,306 -96%
HI
156
Hoey Investments
Pennsylvania
$18K
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$838 -37 -6%
AA
158
AlphaMark Advisors
Kentucky
$14K
CA
159
Clearstead Advisors
Ohio
$14K +$14K +646 New
AWM
160
AllSquare Wealth Management
New York
$13K
CFD
161
Creative Financial Designs
Indiana
$9K -$1.84K -83 -17%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$9K
MFT
163
Moisand Fitzgerald Tamayo
Florida
$7K -$53.4K -2,402 -88%
GI
164
Gradient Investments
Minnesota
$5K
SIS
165
Sound Income Strategies
Florida
$5K
FHA
166
Flagship Harbor Advisors
Massachusetts
$4K -$1.15K -51 -22%
ME
167
McIlrath & Eck
Washington
$4K
KFI
168
Key Financial Inc
Pennsylvania
$4K +$4K +179 New
CMA
169
Cedar Mountain Advisors
Oregon
$3K
AF
170
Advisornet Financial
Minnesota
$2K
CAC
171
Certified Advisory Corp
Florida
$2K
TI
172
tru Independence
Oregon
$18
WA
173
Wealth Advisors
California
-$2.55M -80,790 Closed
JAWM
174
J. Arnold Wealth Management
Ohio
-$2.27M -69,583 Closed
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
-$1.76M -53,990 Closed