FDL icon

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 %
FFC
176
First Financial Corp
Indiana
$61K 1,875
MA
177
MUFG Americas
New York
$53K 1,620
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$52K 1,591 +1,591 New
WWM
179
Wolff Wiese Magana
California
$37K 1,135
SFPG
180
Stonebridge Financial Planning Group
Florida
$33K 1,000 -450 -31%
TAM
181
Tucker Asset Management
Colorado
$29.4K 900
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$29K 890 -1,426 -62%
OC
183
Oakworth Capital
Alabama
$29K 880
NSIM
184
North Star Investment Management
Illinois
$28K 855
TWM
185
Tradition Wealth Management
Minnesota
$24K 747 -691 -48%
APWA
186
Atlas Private Wealth Advisors
New Jersey
$23K 710
FCA
187
FinTrust Capital Advisors
South Carolina
$21K 654 +654 New
AA
188
AlphaMark Advisors
Kentucky
$20K 625
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$20K 618
AWM
190
AllSquare Wealth Management
New York
$18K 563
DAC
191
Dividend Assets Capital
South Carolina
$13K 400
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$13K 400
MSFP
193
Mark Sheptoff Financial Planning
Connecticut
$11K 350 -300 -46%
KFI
194
Key Financial Inc
Pennsylvania
$9K 283
GI
195
Gradient Investments
Minnesota
$8K 232
S
196
SignatureFD
Georgia
$7K 202 -122 -38%
ME
197
McIlrath & Eck
Washington
$7K 200
BWA
198
BDO Wealth Advisors
Florida
$7K 218 +218 New
AWM
199
Accel Wealth Management
Iowa
$6K 183 +2 +1%
SIS
200
Sound Income Strategies
Florida
$5.63K 172