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First Trust Morningstar Dividend Leaders Index Fund

215 hedge funds and large institutions have $680M invested in First Trust Morningstar Dividend Leaders Index Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
30
Increased
72
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 3,279,240 +150,867 +5%
LPL Financial
2
LPL Financial
California
$64.9M 1,826,222 +112,607 +7%
Wells Fargo
3
Wells Fargo
California
$30.1M 845,644 +44,891 +6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$28.4M 797,490 +89,404 +13%
Bank of America
5
Bank of America
North Carolina
$27.4M 770,197 +26,327 +4%
UBS Group
6
UBS Group
Switzerland
$20M 563,696 +123,016 +28%
Stifel Financial
7
Stifel Financial
Missouri
$18.9M 532,634 +13,342 +3%
RJA
8
Raymond James & Associates
Florida
$17.2M 483,040 +32,421 +7%
SI
9
Stephens Inc
Arkansas
$17.2M 482,458 -9,239 -2%
Ameriprise
10
Ameriprise
Minnesota
$15.7M 442,033 -72,682 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.1M 397,834 -40,699 -9%
SEP
12
Southland Equity Partners
Missouri
$13.6M 381,647 +1,554 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.1M 369,716 -12,470 -3%
HA
14
HC Advisors
Georgia
$10.9M 306,438 +1,970 +0.6%
CA
15
Cetera Advisors
Colorado
$10.5M 293,932 +14,716 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.3M 290,343 +7,574 +3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$9.98M 280,605 -15,368 -5%
BFG
18
Beacon Financial Group
Texas
$9.06M 236,843 +10,382 +5%
Truist Financial
19
Truist Financial
North Carolina
$8.99M 252,928 +13,115 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.44M 237,313 +28,581 +14%
AF
21
Allworth Financial
California
$8.28M 232,791 +132 +0.1%
SFG
22
SNS Financial Group
Minnesota
$7.73M 217,432 +110 +0.1%
JWA
23
JFS Wealth Advisors
Pennsylvania
$7.49M 210,603 -7,309 -3%
SL
24
Salomon & Ludwin
Virginia
$7.48M 210,433 -3,529 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.11M 199,948 +4,515 +2%