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First Trust Morningstar Dividend Leaders Index Fund

172 hedge funds and large institutions have $449M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
15
Increased
49
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.1M 3,420,027 -3,609 -0.1%
LPL Financial
2
LPL Financial
California
$34.2M 1,311,713 -156,668 -11%
Bank of America
3
Bank of America
North Carolina
$22.7M 872,657 -435,524 -33%
Wells Fargo
4
Wells Fargo
California
$21.8M 835,500 -203,364 -20%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.4M 592,494 -74,028 -11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14.3M 549,059 +10,032 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.9M 533,840 -40,024 -7%
UBS Group
8
UBS Group
Switzerland
$12.8M 491,532 -37,148 -7%
Truist Financial
9
Truist Financial
North Carolina
$12.2M 469,887 -39,335 -8%
Stifel Financial
10
Stifel Financial
Missouri
$12.1M 464,188 +237,657 +105%
RJA
11
Raymond James & Associates
Florida
$11.5M 439,722 -39,129 -8%
Ameriprise
12
Ameriprise
Minnesota
$10.9M 404,977 +76,761 +23%
SI
13
Stephens Inc
Arkansas
$10.3M 394,800 -43 -0%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.99M 345,023 -1,213 -0.4%
JWA
15
JFS Wealth Advisors
Pennsylvania
$8.85M 339,722 -22,379 -6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.97M 267,577 -2,722 -1%
SL
17
Salomon & Ludwin
Virginia
$6.83M 262,119 -48,503 -16%
HA
18
HC Advisors
Georgia
$6.46M 247,920 +2,820 +1%
SFG
19
SNS Financial Group
Minnesota
$6.02M 231,087 -5,229 -2%
AF
20
Allworth Financial
California
$5.96M 228,742 +2,510 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.2M 199,342 -33,319 -14%
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
$4.96M 190,269 -17,203 -8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.79M 183,756 -8,381 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.98M 152,847 -6,773 -4%
KAS
25
Kestra Advisory Services
Texas
$3.61M 139,281 +139,281 New