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First Trust Morningstar Dividend Leaders Index Fund

190 hedge funds and large institutions have $509M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
48
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
151
Sowell Financial Services
Arkansas
$79K 2,664 +2,507 +1,597%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$69K 2,316 -3,127 -57%
Deutsche Bank
153
Deutsche Bank
Germany
$67K 2,280 -2,307 -50%
BWL
154
Bogart Wealth LLC
Virginia
$67K 2,294
Fidelity Investments
155
Fidelity Investments
Massachusetts
$66K 2,243 +1,061 +90%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$58K 1,956 -364 -16%
FFC
157
First Financial Corp
Indiana
$55K 1,875
GRP
158
Global Retirement Partners
California
$50K 1,698 -1,543 -48%
MA
159
MUFG Americas
New York
$48K 1,620
WEC
160
Winslow Evans & Crocker
Massachusetts
$45K 1,545 +1,320 +587%
SFPG
161
Stonebridge Financial Planning Group
Florida
$43K 1,450 -1,650 -53%
TWM
162
Tradition Wealth Management
Minnesota
$43K 1,438 +1,438 New
WWM
163
Wolff Wiese Magana
California
$34K 1,135 +1,135 New
AA
164
Addison Advisors
Vermont
$30K 1,012 +1,012 New
SWM
165
Sugarloaf Wealth Management
Georgia
$28K 960 +11 +1%
SIC
166
Salem Investment Counselors
North Carolina
$28K 950 +950 New
TAM
167
Tucker Asset Management
Colorado
$26.6K 900 +900 New
OC
168
Oakworth Capital
Alabama
$26K 880
NSIM
169
North Star Investment Management
Illinois
$25K 855
APWA
170
Atlas Private Wealth Advisors
New Jersey
$21K 710
MSFP
171
Mark Sheptoff Financial Planning
Connecticut
$19K 650
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$18K 618
AA
173
AlphaMark Advisors
Kentucky
$18K 625
AWM
174
AllSquare Wealth Management
New York
$17K 563
LGA
175
Lebenthal Global Advisors
New York
$14K 500 +500 New