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First Trust Morningstar Dividend Leaders Index Fund

283 hedge funds and large institutions have $1.51B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
4.79%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
66
Increased
118
Reduced
51
Closed
17
Calls
$10K
Puts
$14K
Net Calls
-$4K
Net Calls Change
-$4K
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$197M 5,577,834 +4,967,189 +813%
Morgan Stanley
2
Morgan Stanley
New York
$192M 5,437,827 +1,363,806 +33%
LPL Financial
3
LPL Financial
California
$118M 3,343,630 +1,037,043 +45%
Wells Fargo
4
Wells Fargo
California
$81.6M 2,316,989 +1,118,345 +93%
Bank of America
5
Bank of America
North Carolina
$57.3M 1,627,923 +792,113 +95%
Stifel Financial
6
Stifel Financial
Missouri
$53.3M 1,513,919 +940,223 +164%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$46.8M 1,329,193 +328,510 +33%
UBS Group
8
UBS Group
Switzerland
$42.9M 1,217,209 +706,666 +138%
OCM
9
One Capital Management
California
$38.2M 1,084,902 +1,084,902 New
CA
10
Cetera Advisors
Colorado
$32.3M 916,771 +192,854 +27%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.6M 895,894 +491,630 +122%
AWM
12
AE Wealth Management
Kansas
$28M 795,561 +392,996 +98%
RJA
13
Raymond James & Associates
Florida
$27.5M 781,598 +218,699 +39%
CAG
14
Csenge Advisory Group
Florida
$26.1M 741,845 +715,508 +2,717%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.5M 696,148 +249,211 +56%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23M 654,380 +274,524 +72%
KAS
17
Kestra Advisory Services
Texas
$22.4M 637,011 +479,738 +305%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$18.6M 529,220 +197,927 +60%
SI
19
Stephens Inc
Arkansas
$17.1M 484,668 -14,188 -3%
Truist Financial
20
Truist Financial
North Carolina
$16.8M 477,286 +219,990 +86%
SEP
21
Southland Equity Partners
Missouri
$14M 396,146 +5,081 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.9M 366,327 +154,809 +73%
TFA
23
Teamwork Financial Advisors
Texas
$12.7M 360,687 +360,687 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$12.6M 351,144 -1,855 -0.5%
IGWM
25
ICA Group Wealth Management
Colorado
$11.8M 314,042 +16,297 +5%