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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
PIAS
226
PCA Investment Advisory Services
Ohio
$428K 12,054 +12,054 New
RIA
227
Realta Investment Advisors
Delaware
$428K 12,052 -1,000 -8%
WFA
228
WMG Financial Advisors
Tennessee
$423K 11,902
OAM
229
Oppenheimer Asset Management
New York
$413K 11,625 -588 -5%
MIM
230
MTM Investment Management
South Carolina
$405K 11,418
William Blair & Company
231
William Blair & Company
Illinois
$391K 11,022 -572 -5%
LFG
232
Larson Financial Group
Missouri
$391K 11,007 +4,655 +73%
CAS
233
Coppell Advisory Solutions
Texas
$391K 11,113 +2,130 +24%
CASC
234
Coppell Advisory Solutions Corp
Texas
$391K 11,113 +2,130 +24%
FH
235
FWG Holdings
Florida
$376K 10,582 +1 +0%
DWM
236
Darwin Wealth Management
Florida
$370K 10,201 +10,201 New
CA
237
Calton & Associates
Florida
$368K 10,377 +3,775 +57%
AA
238
Ancora Advisors
Ohio
$365K 10,283
RFN
239
RDA Financial Network
Iowa
$364K 10,240 -246 -2%
IF
240
Integrity Financial
Wyoming
$361K 10,160 +10,160 New
PWP
241
Pursue Wealth Partners
California
$355K 10,000 +10,000 New
GWSG
242
GPS Wealth Strategies Group
Colorado
$351K 9,899 -383 -4%
BEI
243
Benjamin Edwards Inc
Missouri
$341K 9,611 +5,254 +121%
AIP
244
Ahrens Investment Partners
Louisiana
$337K 9,504 -897 -9%
ACA
245
Aptus Capital Advisors
Alabama
$333K 9,387 +9,387 New
CFCI
246
Comprehensive Financial Consultants Institutional
Indiana
$332K 9,344 +2,364 +34%
WAS
247
Wealth Advisory Solutions
Indiana
$330K 9,283
CAL
248
Capital Analysts LLC
Pennsylvania
$325K 9,163 +90 +1%
TAM
249
Tucker Asset Management
Colorado
$324K 9,128 +4,765 +109%
SPI
250
Santori & Peters Inc
Pennsylvania
$322K 9,069 +1,168 +15%