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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
251
Mutual Advisors
Nebraska
$295K 8,082 +236 +3%
LWA
252
Lineweaver Wealth Advisors
Ohio
$293K 8,028 -2,706 -25%
BFA
253
Beacon Financial Advisory
Ohio
$289K 7,906 +56 +0.7%
SPI
254
Santori & Peters Inc
Pennsylvania
$289K 7,901 +7,901 New
MA
255
MJP Associates
Connecticut
$287K 7,847
WAS
256
WESPAC Advisors SoCal
California
$276K 7,550
SDH
257
Sloy Dahl & Holst
Washington
$271K 7,410
PWP
258
Principle Wealth Partners
Connecticut
$265K 7,260 +7,260 New
CFCI
259
Comprehensive Financial Consultants Institutional
Indiana
$265K 6,980 +6,980 New
BWM
260
BCS Wealth Management
Tennessee
$255K 6,971
IWN
261
Independent Wealth Network
Iowa
$254K 6,958 +6,958 New
SWM
262
Spire Wealth Management
Virginia
$254K 6,952 +5,108 +277%
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$253K 6,758 +6,758 New
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$252K 6,899 +6,899 New
IFS
265
Ifrah Financial Services
Arkansas
$247K 6,748 +6,748 New
IFWM
266
Institute for Wealth Management
Colorado
$245K 6,689 -93 -1%
BF
267
BOK Financial
Oklahoma
$244K 6,684 +6,684 New
CA
268
Calton & Associates
Florida
$241K 6,602 -194 -3%
TA
269
TrueWealth Advisors
Alabama
$239K 6,544 +6,544 New
MFA
270
Mayflower Financial Advisors
Massachusetts
$239K 6,525 +6,525 New
BFPW
271
BOK Financial Private Wealth
Colorado
$236K 6,455 +3,104 +93%
LNC
272
Lincoln National Corp
Pennsylvania
$235K 6,441 -5,788 -47%
AWM
273
Avior Wealth Management
Nebraska
$233K 6,382 +68 +1%
LFG
274
Larson Financial Group
Missouri
$232K 6,352 +4,732 +292%
MIM
275
Moseley Investment Management
Florida
$232K 6,351 +6,351 New