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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
SPI
226
Santori & Peters Inc
Pennsylvania
$365K 9,621 +60 +0.6%
SC
227
Sykon Capital
New York
$363K 9,582 -415 -4%
CA
228
Claro Advisors
Massachusetts
$354K 9,341 +113 +1%
RFC
229
Regions Financial Corp
Alabama
$351K 9,259 -133 -1%
AA
230
Ancora Advisors
Ohio
$342K 9,015
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$339K 8,934 -185 -2%
Corient Private Wealth
232
Corient Private Wealth
Florida
$339K 8,928 -870 -9%
MIM
233
Moseley Investment Management
Florida
$336K 8,870 -30 -0.3%
CG
234
Caprock Group
Idaho
$334K 8,800 +8,800 New
CG
235
Clarus Group
Texas
$332K 8,742
GWSG
236
GPS Wealth Strategies Group
Colorado
$332K 8,741 +1,680 +24%
OFS
237
Oldfather Financial Services
Nebraska
$328K 8,636
SFC
238
Swisher Financial Concepts
Ohio
$318K 8,400 -3 -0%
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$316K 8,348 -100 -1%
PA
240
PFG Advisors
Arizona
$302K 7,961 +387 +5%
WAM
241
WealthTrust Asset Management
Florida
$300K 7,902 +7 +0.1%
William Blair & Company
242
William Blair & Company
Illinois
$295K 7,773 +364 +5%
TSS
243
Two Sigma Securities
New York
$293K 7,736 +7,736 New
RFN
244
RDA Financial Network
Iowa
$292K 7,701 -57 -0.7%
SDH
245
Sloy Dahl & Holst
Washington
$291K 7,680
AWM
246
Avior Wealth Management
Nebraska
$289K 7,617 +366 +5%
NP
247
NorthRock Partners
Minnesota
$287K 7,554
WAS
248
WESPAC Advisors SoCal
California
$286K 7,550
IF
249
Integrity Financial
Wyoming
$286K 7,540 -670 -8%
CRI
250
Colonial River Investments
Virginia
$286K 7,529 -900 -11%