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First Trust Morningstar Dividend Leaders Index Fund

237 hedge funds and large institutions have $871M invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
38
Increased
85
Reduced
60
Closed
13
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$63K 1,676 +1,676 New
BWM
202
BerganKDV Wealth Management
Minnesota
$55K 1,470
MA
203
MUFG Americas
New York
$51K 1,352
WB
204
West Bancorporation
Iowa
$48K 1,275
WWM
205
Wolff Wiese Magana
California
$42K 1,135
AA
206
Addison Advisors
Vermont
$38K 1,012
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4K 1,000 +1,000 New
SWM
208
Sugarloaf Wealth Management
Georgia
$37K 994 -1 -0.1%
AIP
209
Ahrens Investment Partners
Louisiana
$37K 1,000
OC
210
Oakworth Capital
Alabama
$33K 880
NSIM
211
North Star Investment Management
Illinois
$32K 855
TAM
212
Tucker Asset Management
Colorado
$30.6K 818
TWM
213
Tradition Wealth Management
Minnesota
$29K 776 +9 +1%
CFGS
214
Concourse Financial Group Securities
Alabama
$26K 702 -19,245 -96%
DAC
215
Dividend Assets Capital
South Carolina
$26K 700
FCA
216
FinTrust Capital Advisors
South Carolina
$24K 654
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K 640 +640 New
AA
218
AlphaMark Advisors
Kentucky
$23K 625
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$23K 619 +1 +0.2%
Citigroup
220
Citigroup
New York
$19K 504 +43 +9%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$15K 400
MSFP
222
Mark Sheptoff Financial Planning
Connecticut
$13K 350
KFI
223
Key Financial Inc
Pennsylvania
$11K 283
FP
224
Financial Perspectives
Minnesota
$10.3K 275
GI
225
Gradient Investments
Minnesota
$9K 232