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First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K
Name Market Value Shares Shares
Change
Shares
Change %
1IA
176
1834 Investment Advisors
Wisconsin
$38K 1,146 -11,893 -91%
WWM
177
Wolff Wiese Magana
California
$38K 1,135
AA
178
Addison Advisors
Vermont
$34K 1,012 +1,012 New
SFPG
179
Stonebridge Financial Planning Group
Florida
$33K 1,000
SWM
180
Sugarloaf Wealth Management
Georgia
$32K 976 +10 +1%
OC
181
Oakworth Capital
Alabama
$29K 880
NSIM
182
North Star Investment Management
Illinois
$28K 855
TWM
183
Tradition Wealth Management
Minnesota
$25K 752 +5 +0.7%
TAM
184
Tucker Asset Management
Colorado
$24.4K 736 -164 -18%
APWA
185
Atlas Private Wealth Advisors
New Jersey
$24K 710
FCA
186
FinTrust Capital Advisors
South Carolina
$22K 654
AA
187
AlphaMark Advisors
Kentucky
$21K 625
SB
188
Strategic Blueprint
Georgia
$21K 622 +622 New
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$20K 618
DAC
190
Dividend Assets Capital
South Carolina
$13K 400
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$13K 400
MSFP
192
Mark Sheptoff Financial Planning
Connecticut
$12K 350
BBL
193
Beck Bode LLC
Massachusetts
$12K 350 +350 New
FP
194
Financial Perspectives
Minnesota
$9.13K 275 +275 New
KFI
195
Key Financial Inc
Pennsylvania
$9K 283
GI
196
Gradient Investments
Minnesota
$8K 232
S
197
SignatureFD
Georgia
$7K 202
ME
198
McIlrath & Eck
Washington
$7K 200
SIS
199
Sound Income Strategies
Florida
$6K 172
AWM
200
Accel Wealth Management
Iowa
$6K 185 +2 +1%