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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$406K 11,112 +1,286 +13%
LFAS
227
Level Four Advisory Services
Texas
$406K 11,105 +2,667 +32%
Corient Private Wealth
228
Corient Private Wealth
Florida
$402K 11,001 +11,001 New
PAG
229
Private Advisor Group
New Jersey
$391K 436,030 +171,047 +65%
FH
230
FWG Holdings
Florida
$387K 10,581 -1,248 -11%
WP
231
WealthSource Partners
California
$384K 10,510 +10,510 New
RFN
232
RDA Financial Network
Iowa
$383K 10,486 -1,415 -12%
AIP
233
Ahrens Investment Partners
Louisiana
$380K 10,401 +10,401 New
AA
234
Ancora Advisors
Ohio
$376K 10,283
GWSG
235
GPS Wealth Strategies Group
Colorado
$376K 10,282 +9,783 +1,961%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$370K 10,123 -19,443 -66%
HSA
237
HBK Sorce Advisory
Pennsylvania
$369K 10,082 +2,408 +31%
FA
238
Fermata Advisors
California
$355K 9,703 +9,703 New
WAS
239
Wealth Advisory Solutions
Indiana
$339K 9,283 +120 +1%
CAL
240
Capital Analysts LLC
Pennsylvania
$332K 9,073 +6,137 +209%
CAS
241
Coppell Advisory Solutions
Texas
$328K 8,983 +8,983 New
CASC
242
Coppell Advisory Solutions Corp
Texas
$328K 8,983 +8,983 New
SFG
243
StrategIQ Financial Group
Indiana
$321K 8,769 -709 -7%
OFS
244
Oldfather Financial Services
Nebraska
$316K 8,636
HWA
245
Heartwood Wealth Advisors
Virginia
$314K 8,594
IF
246
Intrua Financial
Texas
$308K 8,366 +8,366 New
WAM
247
WealthTrust Asset Management
Florida
$307K 8,387 -195 -2%
CFGS
248
Concourse Financial Group Securities
Alabama
$303K 8,277 +6,215 +301%
WW
249
Waterfront Wealth
Kansas
$302K 7,996 +111 +1%
OPA
250
Old Port Advisors
Maine
$301K 8,239