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First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $605M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
81
Reduced
59
Closed
13
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
151
Teamwork Financial Advisors
Texas
$227K 6,918 -31 -0.4%
SVWAG
152
Sound View Wealth Advisors Group
Georgia
$226K 6,893 -14 -0.2%
HSA
153
HBK Sorce Advisory
Pennsylvania
$223K 6,800 +222 +3%
IFWM
154
Institute for Wealth Management
Colorado
$222K 6,782
SF
155
Synovus Financial
Georgia
$215K 6,548 -696 -10%
BPA
156
Beacon Pointe Advisors
California
$215K 6,571
LGA
157
Lebenthal Global Advisors
New York
$208K 6,355
HWA
158
Heartwood Wealth Advisors
Virginia
$205K 6,246
GRP
159
Global Retirement Partners
California
$203K 6,195 +39 +0.6%
NFSG
160
Newbridge Financial Services Group
Florida
$164K 5,000
AWM
161
Avior Wealth Management
Nebraska
$157K 4,815 +4,815 New
PB
162
Pinnacle Bancorp
Nebraska
$155K 4,730 +95 +2%
HCP
163
Hexagon Capital Partners
Arkansas
$150K 4,593
IA
164
IFP Advisors
Florida
$150K 4,616
BFC
165
Bedel Financial Consulting
Indiana
$142K 4,328
EL
166
EMFO LLC
Florida
$133K 4,060
BAM
167
Bellevue Asset Management
Washington
$132K 3,994 -1,700 -30%
KIG
168
Kowal Investment Group
Wisconsin
$104K 3,160 +3,160 New
BEI
169
Benjamin Edwards Inc
Missouri
$89K 2,710 +187 +7%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$84K 2,559 -24 -0.9%
BWL
171
Bogart Wealth LLC
Virginia
$75K 2,294
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$75K 2,294 +850 +59%
HA
173
Herold Advisors
New York
$73K 2,250 +2,250 New
FFC
174
First Financial Corp
Indiana
$61K 1,875
ACM
175
Antonetti Capital Management
Florida
$49K 1,496 +1,496 New