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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
251
MUFG Americas
New York
$43K 1,352
AssetMark Inc
252
AssetMark Inc
California
$42K 1,296 +1,296 New
AIP
253
Almanack Investment Partners
Pennsylvania
$40K 1,233 -6,873 -85%
NFSG
254
Newbridge Financial Services Group
Florida
$40K 1,230 -1,170 -49%
WWM
255
Wolff Wiese Magana
California
$36K 1,135
AA
256
Addison Advisors
Vermont
$33K 1,012
SWM
257
Sugarloaf Wealth Management
Georgia
$32K 995
TWM
258
Tradition Wealth Management
Minnesota
$32K 989 +207 +26%
OC
259
Oakworth Capital
Alabama
$28K 880
NSIM
260
North Star Investment Management
Illinois
$27K 855
EDRH
261
Edmond de Rothschild Holding
Switzerland
$27K 850 +250 +42%
IFAM
262
Institutional & Family Asset Management
Colorado
$23K 711 +711 New
HWMA
263
Heritage Wealth Management (Arizona)
Arizona
$23K 727 +727 New
FCA
264
FinTrust Capital Advisors
South Carolina
$22K 654
DAC
265
Dividend Assets Capital
South Carolina
$22K 700
AA
266
AlphaMark Advisors
Kentucky
$20K 625
GWSG
267
GPS Wealth Strategies Group
Colorado
$16K 499 -44 -8%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$13K 400
MSFP
269
Mark Sheptoff Financial Planning
Connecticut
$11K 350
HNB
270
Huntington National Bank
Ohio
S
271
SignatureFD
Georgia
$10K 298 +96 +48%
WAM
272
WFA Asset Management
Wisconsin
$9.64K 300 +300 New
KFI
273
Key Financial Inc
Pennsylvania
$9K 283
FP
274
Financial Perspectives
Minnesota
$8.84K 275
BC
275
Barrett & Company
Rhode Island
$7.31K 200 +200 New