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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
226
Continuum Advisory
Idaho
$442K 10,487 -138 -1%
MGWA
227
Monument Group Wealth Advisors
Massachusetts
$434K 10,350
SF
228
Synovus Financial
Georgia
$429K 10,229 -225 -2%
PFA
229
Pinnacle Family Advisors
Missouri
$425K 10,126 -12,729 -56%
Goldman Sachs
230
Goldman Sachs
New York
$420K 10,006 -89,666 -90%
SC
231
Sykon Capital
New York
$416K 9,916 +334 +3%
TSWM
232
Tyler-Stone Wealth Management
Ohio
$409K 9,755 +6,677 +217%
TAM
233
Tucker Asset Management
Colorado
$402K 9,575 -5,554 -37%
CF
234
Centaurus Financial
California
$380K 9,055 -943 -9%
AA
235
Ancora Advisors
Ohio
$378K 9,015
UBG
236
United Bank (Georgia)
Georgia
$376K 8,955 -757 -8%
WAM
237
WealthTrust Asset Management
Florida
$374K 8,907 +1,005 +13%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$372K 8,876 -58 -0.6%
CG
239
Caprock Group
Idaho
$369K 8,800
GWSG
240
GPS Wealth Strategies Group
Colorado
$367K 8,739 -2 -0%
CG
241
Clarus Group
Texas
$365K 8,706 -36 -0.4%
OFS
242
Oldfather Financial Services
Nebraska
$362K 8,636
HP
243
Holistic Planning
Texas
$358K 8,527 -2,639 -24%
RA
244
RiverTree Advisors
Florida
$347K 8,279 +8,279 New
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$345K 8,238 -110 -1%
SFC
246
Swisher Financial Concepts
Ohio
$345K 8,316 -84 -1%
RA
247
RFG Advisory
Alabama
$338K 8,054 +1,270 +19%
TPWA
248
Twin Peaks Wealth Advisors
California
$332K 7,907 +789 +11%
RFC
249
Regions Financial Corp
Alabama
$330K 7,866 -1,393 -15%
CA
250
Claro Advisors
Massachusetts
$327K 7,799 -1,542 -17%