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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 %
RPCONE
176
Retirement Planning Company of New England
Rhode Island
$73K 2,079 +2,079 New
BWL
177
Bogart Wealth LLC
Virginia
$71K 1,983 -311 -14%
FFC
178
First Financial Corp
Indiana
$67K 1,875
BWM
179
BerganKDV Wealth Management
Minnesota
$52K 1,470
MA
180
MUFG Americas
New York
$48K 1,352
WWM
181
Wagner Wealth Management
South Carolina
$47K 1,335
WB
182
West Bancorporation
Iowa
$45K 1,275 +1,275 New
ACM
183
Antonetti Capital Management
Florida
$41K 1,145 -351 -23%
WWM
184
Wolff Wiese Magana
California
$40K 1,135
FPWM
185
FSB Premier Wealth Management
Iowa
$37K 1,050 +1,050 New
1IA
186
1834 Investment Advisors
Wisconsin
$36K 1,006 -140 -12%
AA
187
Addison Advisors
Vermont
$36K 1,012
SFPG
188
Stonebridge Financial Planning Group
Florida
$36K 1,000
AIP
189
Ahrens Investment Partners
Louisiana
$36K 1,000 +1,000 New
SWM
190
Sugarloaf Wealth Management
Georgia
$35K 995 +11 +1%
CFCI
191
Comprehensive Financial Consultants Institutional
Indiana
$32K 887 +887 New
OC
192
Oakworth Capital
Alabama
$31K 880
NSIM
193
North Star Investment Management
Illinois
$30K 855
TAM
194
Tucker Asset Management
Colorado
$29.1K 818 -21 -3%
TWM
195
Tradition Wealth Management
Minnesota
$27K 767 +7 +0.9%
DAC
196
Dividend Assets Capital
South Carolina
$25K 700 +700 New
FCA
197
FinTrust Capital Advisors
South Carolina
$23K 654
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$22K 618
AA
199
AlphaMark Advisors
Kentucky
$22K 625
ODG
200
O'Dell Group
Ohio
$20K 550 +550 New