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First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
49
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
APWA
151
Atlas Private Wealth Advisors
New Jersey
$19K 710
MSFP
152
Mark Sheptoff Financial Planning
Connecticut
$17K 650
AA
153
AlphaMark Advisors
Kentucky
$16K 625
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$16K 618
AWM
155
AllSquare Wealth Management
New York
$15K 563
CFD
156
Creative Financial Designs
Indiana
$11K 417 +5 +1%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$10K 400
BBL
158
Beck Bode LLC
Massachusetts
$9K 350 +350 New
WEC
159
Winslow Evans & Crocker
Massachusetts
$6K 225
SIS
160
Sound Income Strategies
Florida
$6K 222
GI
161
Gradient Investments
Minnesota
$6K 232
CAM
162
Costello Asset Management
Pennsylvania
$6K 247
ME
163
McIlrath & Eck
Washington
$5K 200
S
164
SignatureFD
Georgia
$5K 202
FHA
165
Flagship Harbor Advisors
Massachusetts
$4K 177
SFS
166
Sowell Financial Services
Arkansas
$4K 157 +2 +1%
AF
167
Advisornet Financial
Minnesota
$3K 100
HFA
168
High Falls Advisors
New York
$2K 63,505 -25,810 -29%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$756 27,634 -3,509 -11%
BFG
170
Beacon Financial Group
Texas
-262,983 Closed
Jane Street
171
Jane Street
New York
-54,906 Closed
MHS
172
M Holdings Securities
Oregon
-41,186 Closed
CWM
173
Centric Wealth Management
Illinois
-34,620 Closed
WI
174
Wintrust Investments
Illinois
-21,098 Closed
WOSD
175
WFA of San Diego
California
-15,800 Closed