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First Trust Morningstar Dividend Leaders Index Fund

205 hedge funds and large institutions have $605M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
205
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
81
Reduced
59
Closed
13
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 3,128,373 +74,013 +2%
LPL Financial
2
LPL Financial
California
$56.1M 1,713,615 +62,837 +4%
Wells Fargo
3
Wells Fargo
California
$26.2M 800,753 +4,763 +0.6%
Bank of America
4
Bank of America
North Carolina
$24.4M 743,870 -9,215 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.2M 708,086 +104,479 +17%
Stifel Financial
6
Stifel Financial
Missouri
$17M 519,292 +12,654 +2%
Ameriprise
7
Ameriprise
Minnesota
$16.9M 514,715 +20,068 +4%
SI
8
Stephens Inc
Arkansas
$16.1M 491,697 +29,083 +6%
RJA
9
Raymond James & Associates
Florida
$14.8M 450,619 +19,720 +5%
UBS Group
10
UBS Group
Switzerland
$14.4M 440,680 -66,185 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.4M 438,533 +2,277 +0.5%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.5M 382,186 -33,919 -8%
SEP
13
Southland Equity Partners
Missouri
$12.5M 380,093 +30,544 +9%
HA
14
HC Advisors
Georgia
$9.97M 304,468 -65,645 -18%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$9.7M 295,973 +10,545 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.26M 282,769 -30,813 -10%
CA
17
Cetera Advisors
Colorado
$9.15M 279,216 +20,739 +8%
Truist Financial
18
Truist Financial
North Carolina
$7.86M 239,813 -34,765 -13%
AF
19
Allworth Financial
California
$7.62M 232,659 +4,416 +2%
BFG
20
Beacon Financial Group
Texas
$7.54M 226,461 -950 -0.4%
JWA
21
JFS Wealth Advisors
Pennsylvania
$7.14M 217,912 -36,360 -14%
SFG
22
SNS Financial Group
Minnesota
$7.12M 217,322 -2,410 -1%
SL
23
Salomon & Ludwin
Virginia
$7.01M 213,962 -4,412 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$6.84M 208,732 -3,420 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.4M 195,433 -2,058 -1%