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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
CF
226
Centaurus Financial
California
$389K 10,120 +109 +1%
SC
227
Sykon Capital
New York
$385K 9,997 +1,280 +15%
Corient Private Wealth
228
Corient Private Wealth
Florida
$377K 9,798 -1,550 -14%
XF
229
XML Financial
Maryland
$371K 9,654 -49 -0.5%
SPI
230
Santori & Peters Inc
Pennsylvania
$368K 9,561 +106 +1%
RFC
231
Regions Financial Corp
Alabama
$361K 9,392
CA
232
Claro Advisors
Massachusetts
$355K 9,228 -3,222 -26%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$351K 9,119 +1,140 +14%
AA
234
Ancora Advisors
Ohio
$347K 9,015 -207 -2%
SFC
235
Strategic Financial Concepts
Texas
$344K 8,927 +2,593 +41%
WC
236
Waterloo Capital
Texas
$343K 8,918 +1,379 +18%
MIM
237
Moseley Investment Management
Florida
$342K 8,900 +637 +8%
GSC
238
Grey Street Capital
Illinois
$339K 8,800 +8,800 New
CG
239
Clarus Group
Texas
$336K 8,742 +1,933 +28%
OFS
240
Oldfather Financial Services
Nebraska
$332K 8,636
HGERS
241
Householder Group Estate & Retirement Specialist
Arizona
$325K 8,448
CRI
242
Colonial River Investments
Virginia
$324K 8,429 -19,957 -70%
SWA
243
Stratos Wealth Advisors
Ohio
$316K 8,214 +1,383 +20%
IF
244
Integrity Financial
Wyoming
$316K 8,210 -557 -6%
SFC
245
Swisher Financial Concepts
Ohio
$315K 8,403 -720 -8%
BWM
246
BCS Wealth Management
Tennessee
$315K 8,180 -71 -0.9%
BEI
247
Benjamin Edwards Inc
Missouri
$312K 8,112 -6,417 -44%
WAM
248
WealthTrust Asset Management
Florida
$304K 7,895 +11 +0.1%
RFN
249
RDA Financial Network
Iowa
$299K 7,758 -43 -0.6%
SDH
250
Sloy Dahl & Holst
Washington
$296K 7,680