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First Trust Morningstar Dividend Leaders Index Fund

215 hedge funds and large institutions have $680M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
30
Increased
72
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WW
151
Waterfront Wealth
Kansas
$256K 7,190
MC
152
Moors & Cabot
Massachusetts
$251K 7,055 -225 -3%
BWM
153
BCS Wealth Management
Tennessee
$248K 6,971
SVWAG
154
Sound View Wealth Advisors Group
Georgia
$246K 6,916 +23 +0.3%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$244K 6,873 -5,257 -43%
HSA
156
HBK Sorce Advisory
Pennsylvania
$244K 6,867 +67 +1%
IFWM
157
Institute for Wealth Management
Colorado
$241K 6,782
SI
158
Saxon Interests
Texas
$235K 6,404 +6,404 New
TFA
159
Teamwork Financial Advisors
Texas
$225K 6,314 -604 -9%
LGA
160
Lebenthal Global Advisors
New York
$225K 6,355
HWA
161
Heartwood Wealth Advisors
Virginia
$222K 6,246
AWM
162
Avior Wealth Management
Nebraska
$218K 6,150 +1,335 +28%
NFSG
163
Newbridge Financial Services Group
Florida
$178K 5,000
PB
164
Pinnacle Bancorp
Nebraska
$168K 4,730
IA
165
IFP Advisors
Florida
$165K 4,616
HCP
166
Hexagon Capital Partners
Arkansas
$163K 4,593
BFC
167
Bedel Financial Consulting
Indiana
$154K 4,328
EL
168
EMFO LLC
Florida
$144K 4,060
CWA
169
Clearview Wealth Advisors
Oregon
$143K 4,008 +4,008 New
BAM
170
Bellevue Asset Management
Washington
$142K 3,994
BEI
171
Benjamin Edwards Inc
Missouri
$134K 3,776 +1,066 +39%
FAG
172
Fortitude Advisory Group
Washington
$120K 3,374 +3,374 New
TSWM
173
Tyler-Stone Wealth Management
Ohio
$114K 3,215 +3,215 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$87K 2,440 -119 -5%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$82K 2,294