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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
RG
251
Retirement Group
California
$320K 9,000 +8,500 +1,700%
SFG
252
StrategIQ Financial Group
Indiana
$319K 8,995 +226 +3%
Lido Advisors
253
Lido Advisors
California
$314K 8,837 -2,516 -22%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$307K 8,661 +1,762 +26%
OFS
255
Oldfather Financial Services
Nebraska
$307K 8,636
HWA
256
Heartwood Wealth Advisors
Virginia
$305K 8,594
WAM
257
WealthTrust Asset Management
Florida
$298K 8,393 +6 +0.1%
OPA
258
Old Port Advisors
Maine
$297K 8,239
WW
259
Waterfront Wealth
Kansas
$284K 7,986 -10 -0.1%
BFA
260
Beacon Financial Advisory
Ohio
$282K 7,953 +47 +0.6%
MA
261
MJP Associates
Connecticut
$279K 7,847
SWM
262
Spire Wealth Management
Virginia
$275K 7,755 +803 +12%
BCM
263
Brookstone Capital Management
Illinois
$273K 7,528 +7,528 New
SDH
264
Sloy Dahl & Holst
Washington
$273K 7,680 +270 +4%
WAS
265
WESPAC Advisors SoCal
California
$268K 7,550
MFA
266
Mayflower Financial Advisors
Massachusetts
$265K 7,475 +950 +15%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$265K 7,455 +7,455 New
IAA
268
Independent Advisor Alliance
North Carolina
$261K 7,352 +7,352 New
PWP
269
Principle Wealth Partners
Connecticut
$258K 7,260
ET
270
Equitable Trust
Tennessee
$249K 7,005 +7,005 New
ATPW
271
Ashton Thomas Private Wealth
Arizona
$248K 6,996 +775 +12%
MA
272
MONECO Advisors
Connecticut
$248K 6,995 +1,203 +21%
BWM
273
BCS Wealth Management
Tennessee
$247K 6,971
MIM
274
Moseley Investment Management
Florida
$245K 6,901 +550 +9%
IWN
275
Independent Wealth Network
Iowa
$243K 6,838 -120 -2%