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First Trust Morningstar Dividend Leaders Index Fund

177 hedge funds and large institutions have $470M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
24
Increased
38
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$22K 855
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$22K 890 +890 New
APWA
153
Atlas Private Wealth Advisors
New Jersey
$18K 710 +710 New
MSFP
154
Mark Sheptoff Financial Planning
Connecticut
$16K 650 -650 -50%
CA
155
Clearstead Advisors
Ohio
$16K 646
AA
156
AlphaMark Advisors
Kentucky
$16K 625
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$16K 618
AWM
158
AllSquare Wealth Management
New York
$14K 563
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$10K 400
CFD
160
Creative Financial Designs
Indiana
$10K 412 +6 +1%
MFT
161
Moisand Fitzgerald Tamayo
Florida
$8K 315
WEC
162
Winslow Evans & Crocker
Massachusetts
$6K 225 -501 -69%
SIS
163
Sound Income Strategies
Florida
$6K 222
GI
164
Gradient Investments
Minnesota
$6K 232
CAM
165
Costello Asset Management
Pennsylvania
$6K 247 +247 New
S
166
SignatureFD
Georgia
$5K 202 -952 -82%
ME
167
McIlrath & Eck
Washington
$5K 200
SFS
168
Sowell Financial Services
Arkansas
$4K 155 -3,519 -96%
FHA
169
Flagship Harbor Advisors
Massachusetts
$4K 177
RBC
170
Roble Belko & Company
Pennsylvania
$4K 150 +150 New
AF
171
Advisornet Financial
Minnesota
$3K 100
CMA
172
Cedar Mountain Advisors
Oregon
$3K 115
TI
173
tru Independence
Oregon
$20 800
GIA
174
Gladstone Institutional Advisory
Florida
-77,016 Closed
FLI
175
Family Legacy Inc
South Carolina
-75,724 Closed