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First Trust Morningstar Dividend Leaders Index Fund

177 hedge funds and large institutions have $470M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
24
Increased
38
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.8M 3,423,636 -215,043 -6%
LPL Financial
2
LPL Financial
California
$37.2M 1,468,381 +90,078 +7%
Bank of America
3
Bank of America
North Carolina
$33.2M 1,308,181 -196,170 -13%
Wells Fargo
4
Wells Fargo
California
$26.3M 1,038,864 -462,769 -31%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.9M 666,522 -179,965 -21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.6M 573,864 -42,039 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.7M 539,027 +64,439 +14%
UBS Group
8
UBS Group
Switzerland
$13.4M 528,680 -396,183 -43%
Truist Financial
9
Truist Financial
North Carolina
$12.9M 509,222 -244,814 -32%
RJA
10
Raymond James & Associates
Florida
$12.1M 478,851 -68,552 -13%
SI
11
Stephens Inc
Arkansas
$10M 394,843 -23,290 -6%
JWA
12
JFS Wealth Advisors
Pennsylvania
$9.18M 362,101 -42,879 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.78M 346,236 -95,673 -22%
Ameriprise
14
Ameriprise
Minnesota
$8.28M 328,216 -107,490 -25%
SL
15
Salomon & Ludwin
Virginia
$7.88M 310,622 -151,776 -33%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.86M 270,299 +11,087 +4%
BFG
17
Beacon Financial Group
Texas
$6.61M 262,983 -33,098 -11%
HA
18
HC Advisors
Georgia
$6.22M 245,100 +245,100 New
SFG
19
SNS Financial Group
Minnesota
$5.99M 236,316 -53,263 -18%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.9M 232,661 -68,291 -23%
Stifel Financial
21
Stifel Financial
Missouri
$5.75M 226,531 +2,069 +0.9%
AF
22
Allworth Financial
California
$5.74M 226,232 +6,768 +3%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$5.26M 207,472 +207,472 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.87M 192,137 -20,998 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.05M 159,620 -20,103 -11%