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First Trust Morningstar Dividend Leaders Index Fund

190 hedge funds and large institutions have $509M invested in First Trust Morningstar Dividend Leaders Index Fund in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
48
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.9M 3,039,518 -380,509 -11%
LPL Financial
2
LPL Financial
California
$38.1M 1,286,900 -24,813 -2%
Wells Fargo
3
Wells Fargo
California
$27.3M 923,915 +88,415 +11%
Bank of America
4
Bank of America
North Carolina
$25.2M 851,501 -21,156 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.2M 546,930 -45,564 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.4M 522,107 -26,952 -5%
UBS Group
7
UBS Group
Switzerland
$15M 507,638 +16,106 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.1M 477,469 -56,371 -11%
Stifel Financial
9
Stifel Financial
Missouri
$14M 471,924 +7,736 +2%
Truist Financial
10
Truist Financial
North Carolina
$13.7M 461,648 -8,239 -2%
SI
11
Stephens Inc
Arkansas
$13M 439,099 +44,299 +11%
RJA
12
Raymond James & Associates
Florida
$12.2M 412,900 -26,822 -6%
Ameriprise
13
Ameriprise
Minnesota
$12.2M 411,634 +6,657 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.99M 337,439 -7,584 -2%
HA
15
HC Advisors
Georgia
$9.8M 331,170 +83,250 +34%
JWA
16
JFS Wealth Advisors
Pennsylvania
$9.69M 327,431 -12,291 -4%
BFG
17
Beacon Financial Group
Texas
$7.45M 23,213 +23,213 New
SL
18
Salomon & Ludwin
Virginia
$7.13M 240,832 -21,287 -8%
SFG
19
SNS Financial Group
Minnesota
$6.8M 229,682 -1,405 -0.6%
AF
20
Allworth Financial
California
$6.75M 228,255 -487 -0.2%
SEP
21
Southland Equity Partners
Missouri
$6.52M 220,314 +220,314 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.51M 186,344 -12,998 -7%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$5.32M 179,859 -10,410 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.22M 176,556 -7,200 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.94M 167,087 +14,240 +9%