FDL icon

First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $604M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
205
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
81
Reduced
62
Closed
18
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 3,054,360 +77,893 +3%
LPL Financial
2
LPL Financial
California
$54.8M 1,650,778 +97,001 +6%
Wells Fargo
3
Wells Fargo
California
$26.4M 795,990 +11,653 +1%
Bank of America
4
Bank of America
North Carolina
$25M 753,085 -14,947 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20M 603,607 -27,108 -4%
UBS Group
6
UBS Group
Switzerland
$16.8M 506,865 -256,487 -34%
Stifel Financial
7
Stifel Financial
Missouri
$16.8M 506,638 +34,038 +7%
Ameriprise
8
Ameriprise
Minnesota
$16.4M 494,647 -33,769 -6%
SI
9
Stephens Inc
Arkansas
$15.4M 462,614 +14,297 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.5M 436,256 +37,369 +9%
RJA
11
Raymond James & Associates
Florida
$14.3M 430,899 +13,538 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.8M 416,105 -51,659 -11%
HA
13
HC Advisors
Georgia
$12.3M 370,113 +4,220 +1%
SEP
14
Southland Equity Partners
Missouri
$11.6M 349,549 +76,952 +28%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.4M 313,582 -198,986 -39%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.47M 285,428 +130,396 +84%
Truist Financial
17
Truist Financial
North Carolina
$9.11M 274,578 -198,384 -42%
CA
18
Cetera Advisors
Colorado
$8.58M 258,477 +161,333 +166%
JWA
19
JFS Wealth Advisors
Pennsylvania
$8.44M 254,272 +5,857 +2%
AF
20
Allworth Financial
California
$7.57M 228,243 -4,943 -2%
BFG
21
Beacon Financial Group
Texas
$7.46M 227,411 +204,198 +880%
SFG
22
SNS Financial Group
Minnesota
$7.29M 219,732 -4,610 -2%
SL
23
Salomon & Ludwin
Virginia
$7.25M 218,374 -13,379 -6%
HighTower Advisors
24
HighTower Advisors
Illinois
$7.04M 212,152 +23,290 +12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.55M 197,491 +3,149 +2%