FDL icon

First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
FFA
226
Farther Finance Advisors
California
$368K 11,000
WP
227
WealthSource Partners
California
$360K 10,774
OFS
228
OneAscent Financial Services
Alabama
$357K 10,670 +10,670 New
PA
229
PFG Advisors
Arizona
$347K 10,390 -45,996 -82%
FH
230
FWG Holdings
Florida
$346K 10,587 +2 +0%
PA
231
PSI Advisors
Florida
$340K 10,162 -431 -4%
IF
232
Integrity Financial
Wyoming
$340K 10,160
CFCI
233
Comprehensive Financial Consultants Institutional
Indiana
$339K 10,149 +1,053 +12%
William Blair & Company
234
William Blair & Company
Illinois
$339K 10,132 -890 -8%
MA
235
Mutual Advisors
Nebraska
$337K 10,067 -9,837 -49%
PWP
236
Pursue Wealth Partners
California
$334K 10,000
CAS
237
Coppell Advisory Solutions
Texas
$328K 8,983 -2,379 -21%
GA
238
GSG Advisors
New Jersey
$326K 9,756 +9,756 New
SFG
239
StrategIQ Financial Group
Indiana
$316K 9,442 +52 +0.6%
SPI
240
Santori & Peters Inc
Pennsylvania
$314K 9,405 -99 -1%
RFC
241
Regions Financial Corp
Alabama
$314K 9,392 -1,110 -11%
AA
242
Ancora Advisors
Ohio
$308K 9,222
RG
243
Retirement Group
California
$301K 9,000 -2,225 -20%
BPA
244
Beacon Pointe Advisors
California
$298K 8,920 +8,920 New
AFG
245
Atomi Financial Group
New York
$296K 8,860 +8,860 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$296K 8,852 -2,488 -22%
TA
247
TrueWealth Advisors
Alabama
$291K 8,695 +1,279 +17%
OFS
248
Oldfather Financial Services
Nebraska
$289K 8,636
HWA
249
Heartwood Wealth Advisors
Virginia
$287K 8,594
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$283K 8,448 +8,448 New