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First Trust Morningstar Dividend Leaders Index Fund

204 hedge funds and large institutions have $591M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
73
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$97.4M 2,976,467 -63,051 -2%
LPL Financial
2
LPL Financial
California
$50.8M 1,553,777 +266,877 +21%
Wells Fargo
3
Wells Fargo
California
$25.7M 784,337 -139,578 -15%
Bank of America
4
Bank of America
North Carolina
$25.1M 768,032 -83,469 -10%
UBS Group
5
UBS Group
Switzerland
$25M 763,352 +255,714 +50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.6M 630,715 +108,608 +21%
Ameriprise
7
Ameriprise
Minnesota
$17.2M 528,416 +116,782 +28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.8M 512,568 +35,099 +7%
Truist Financial
9
Truist Financial
North Carolina
$15.5M 472,962 +11,314 +2%
Stifel Financial
10
Stifel Financial
Missouri
$15.5M 472,600 +676 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.3M 467,764 -79,166 -14%
SI
12
Stephens Inc
Arkansas
$14.7M 448,317 +9,218 +2%
RJA
13
Raymond James & Associates
Florida
$13.7M 417,361 +4,461 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.1M 398,887 +61,448 +18%
HA
15
HC Advisors
Georgia
$12M 365,893 +34,723 +10%
SEP
16
Southland Equity Partners
Missouri
$8.92M 272,597 +52,283 +24%
JWA
17
JFS Wealth Advisors
Pennsylvania
$8.13M 248,415 -79,016 -24%
AF
18
Allworth Financial
California
$7.63M 233,186 +4,931 +2%
SL
19
Salomon & Ludwin
Virginia
$7.58M 231,753 -9,079 -4%
BFG
20
Beacon Financial Group
Texas
$7.45M 23,213
SFG
21
SNS Financial Group
Minnesota
$7.34M 224,342 -5,340 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.36M 194,342 +7,998 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.18M 188,862 +38,357 +25%
SKK
24
Shepherd Kaplan Krochuk
Massachusetts
$5.92M 181,011 +1,152 +0.6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.76M 175,889 +8,802 +5%