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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWA
226
Clearview Wealth Advisors
Oregon
$179K 5,578 -232 -4%
WWM
227
Wagner Wealth Management
South Carolina
$162K 5,054 +1,903 +60%
PB
228
Pinnacle Bancorp
Nebraska
$152K 4,730
HCP
229
Hexagon Capital Partners
Arkansas
$148K 4,593
HGERS
230
Householder Group Estate & Retirement Specialist
Arizona
$148K 4,610 +4,610 New
TAM
231
Tucker Asset Management
Colorado
$146K 4,044 +2,505 +163%
BAM
232
Bellevue Asset Management
Washington
$132K 3,994
EL
233
EMFO LLC
Florida
$130K 4,060
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$128K 3,987 +7 +0.2%
BEI
235
Benjamin Edwards Inc
Missouri
$121K 3,754 +205 +6%
BFPW
236
BOK Financial Private Wealth
Colorado
$108K 3,351
MCC
237
Money Concepts Capital
Florida
$106K 3,302 +1,367 +71%
TSWM
238
Tyler-Stone Wealth Management
Ohio
$103K 3,215
M1FG
239
Mach-1 Financial Group
Arkansas
$100K 3,131 +2,408 +333%
CL
240
COWA LLC
Oklahoma
$98K 3,039 +3,039 New
CAL
241
Capital Analysts LLC
Pennsylvania
$94K 2,936 +779 +36%
RCM
242
Raleigh Capital Management
North Carolina
$93K 2,906 +268 +10%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$87K 2,700
HBW
244
Hazlett, Burt & Watson
West Virginia
$74K 2,289 +28 +1%
CFGS
245
Concourse Financial Group Securities
Alabama
$66K 2,062 +942 +84%
BWL
246
Bogart Wealth LLC
Virginia
$64K 1,983
FFC
247
First Financial Corp
Indiana
$60K 1,875
SWM
248
Spire Wealth Management
Virginia
$59K 1,844 -1,772 -49%
LFG
249
Larson Financial Group
Missouri
$52K 1,620 +1,620 New
BWM
250
BerganKDV Wealth Management
Minnesota
$47K 1,470