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First Trust Morningstar Dividend Leaders Index Fund

204 hedge funds and large institutions have $591M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
73
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HSA
151
HBK Sorce Advisory
Pennsylvania
$215K 6,569 +6,569 New
EH
152
Equitable Holdings
New York
$211K 6,458 +6,458 New
RIA
153
Realta Investment Advisors
Delaware
$211K 6,460 +6,460 New
HR
154
Hayden Royal
North Carolina
$209K 6,400 +6,400 New
MA
155
MONECO Advisors
Connecticut
$207K 6,315 +6,315 New
HWA
156
Heartwood Wealth Advisors
Virginia
$204K 6,246 +6,246 New
NFG
157
Next Financial Group
Texas
$202K 6,183 -6,051 -49%
MSAM
158
Moloney Securities Asset Management
Missouri
$202K 6,188 +6,188 New
BAM
159
Bellevue Asset Management
Washington
$187K 5,694
NFSG
160
Newbridge Financial Services Group
Florida
$164K 5,000
IA
161
IFP Advisors
Florida
$155K 4,754 -227 -5%
PB
162
Pinnacle Bancorp
Nebraska
$152K 4,635
HCP
163
Hexagon Capital Partners
Arkansas
$150K 4,593
CL
164
COWA LLC
Oklahoma
$146K 4,408 +6 +0.1%
TRCT
165
Tower Research Capital (TRC)
New York
$145K 4,433 +4,299 +3,208%
BFC
166
Bedel Financial Consulting
Indiana
$142K 4,328
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$112K 3,424 +3,424 New
GRP
168
Global Retirement Partners
California
$108K 3,297 +1,599 +94%
BEI
169
Benjamin Edwards Inc
Missouri
$99K 3,039 +130 +4%
EP
170
Eudaimonia Partners
Tennessee
$96K 2,923 -1 -0%
SFS
171
Sowell Financial Services
Arkansas
$93K 2,676 +12 +0.5%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$82K 2,522 +279 +12%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$77K 2,346 +390 +20%
BWL
174
Bogart Wealth LLC
Virginia
$75K 2,294
WWM
175
Wagner Wealth Management
South Carolina
$65K 1,993 +1,993 New