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First Trust Morningstar Dividend Leaders Index Fund

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K
Name Market Value Shares Shares
Change
Shares
Change %
TAM
251
Tucker Asset Management
Colorado
$303K 8,900 -228 -2%
Lido Advisors
252
Lido Advisors
California
$301K 8,836 -1 -0%
OFS
253
Oldfather Financial Services
Nebraska
$294K 8,636
CRWM
254
Castle Rock Wealth Management
California
$293K 8,573 +2,243 +35%
HWA
255
Heartwood Wealth Advisors
Virginia
$292K 8,594
BFA
256
Beacon Financial Advisory
Ohio
$273K 8,026 +73 +0.9%
SWM
257
Spire Wealth Management
Virginia
$273K 8,020 +265 +3%
RFN
258
RDA Financial Network
Iowa
$270K 7,944 -2,296 -22%
MA
259
MJP Associates
Connecticut
$268K 7,882 +35 +0.4%
WAM
260
WealthTrust Asset Management
Florida
$268K 7,872 -521 -6%
WW
261
Waterfront Wealth
Kansas
$266K 7,486 -500 -6%
SDH
262
Sloy Dahl & Holst
Washington
$261K 7,680
BCM
263
Brookstone Capital Management
Illinois
$259K 7,632 +104 +1%
WAS
264
WESPAC Advisors SoCal
California
$257K 7,550
RT
265
Rockland Trust
Massachusetts
$255K 7,511 +1,335 +22%
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
$254K 7,455
HGWM
267
Horst & Graben Wealth Management
Oregon
$253K 7,453 +1,101 +17%
TA
268
TrueWealth Advisors
Alabama
$252K 7,416 +848 +13%
MIM
269
Moseley Investment Management
Florida
$252K 7,401 +500 +7%
CBFP
270
Cedar Brook Financial Partners
Ohio
$249K 7,322 +7,322 New
ATPW
271
Ashton Thomas Private Wealth
Arizona
$247K 7,271 +275 +4%
PWP
272
Principle Wealth Partners
Connecticut
$247K 7,260
NWMG
273
National Wealth Management Group
Ohio
$245K 6,974 -21,141 -75%
BA
274
Ballew Advisors
Mississippi
$244K 7,091
SWM
275
SeaCrest Wealth Management
New York
$244K 7,161 +7,161 New