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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 %
BWM
176
BerganKDV Wealth Management
Minnesota
$48K 1,470 +1,470 New
WWM
177
Wagner Wealth Management
South Carolina
$45K 1,335 -150 -10%
MA
178
MUFG Americas
New York
$44K 1,352
CFA
179
Cahill Financial Advisors
Minnesota
$39K 1,183 +1,183 New
1IA
180
1834 Investment Advisors
Wisconsin
$38K 1,146
WWM
181
Wolff Wiese Magana
California
$37K 1,135
SFPG
182
Stonebridge Financial Planning Group
Florida
$34K 1,000
AA
183
Addison Advisors
Vermont
$33K 1,012
SWM
184
Sugarloaf Wealth Management
Georgia
$32K 984 +8 +0.8%
OC
185
Oakworth Capital
Alabama
$29K 880
TAM
186
Tucker Asset Management
Colorado
$28.3K 839 +103 +14%
NSIM
187
North Star Investment Management
Illinois
$28K 855
TWM
188
Tradition Wealth Management
Minnesota
$25K 760 +8 +1%
APWA
189
Atlas Private Wealth Advisors
New Jersey
$23K 710
FCA
190
FinTrust Capital Advisors
South Carolina
$21K 654
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$20K 618
AA
192
AlphaMark Advisors
Kentucky
$20K 625
AAP
193
Arax Advisory Partners
Colorado
$18K 535 -800 -60%
PMFA
194
Plante Moran Financial Advisors
Michigan
$17K 511 +511 New
Citigroup
195
Citigroup
New York
$15K 461 -18,116 -98%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$13K 400
MSFP
197
Mark Sheptoff Financial Planning
Connecticut
$11K 350
FP
198
Financial Perspectives
Minnesota
$9.01K 275
KFI
199
Key Financial Inc
Pennsylvania
$9K 283
GI
200
Gradient Investments
Minnesota
$8K 232