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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
CRWM
251
Castle Rock Wealth Management
California
$282K 8,612 +39 +0.5%
OPA
252
Old Port Advisors
Maine
$276K 8,239 +8,239 New
FFS
253
Founders Financial Securities
Maryland
$274K 8,191 -1,333 -14%
BFA
254
Beacon Financial Advisory
Ohio
$270K 8,085 +59 +0.7%
XF
255
XML Financial
Maryland
$270K 8,069 -14,090 -64%
SWM
256
Spire Wealth Management
Virginia
$267K 7,977 -43 -0.5%
ATPW
257
Ashton Thomas Private Wealth
Arizona
$265K 7,928 +657 +9%
MA
258
MJP Associates
Connecticut
$264K 7,882
AO
259
Advisor OS
Illinois
$264K 7,882 +1,044 +15%
RFN
260
RDA Financial Network
Iowa
$263K 7,879 -65 -0.8%
WAM
261
WealthTrust Asset Management
Florida
$263K 7,878 +6 +0.1%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$258K 7,716 +998 +15%
SDH
263
Sloy Dahl & Holst
Washington
$257K 7,680
WAS
264
WESPAC Advisors SoCal
California
$252K 7,550
MIM
265
Moseley Investment Management
Florida
$251K 7,492 +91 +1%
RT
266
Rockland Trust
Massachusetts
$249K 7,450 -61 -0.8%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$249K 7,455
RIA
268
Realta Investment Advisors
Delaware
$245K 7,191 -5,327 -43%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$244K 7,307 -2,468 -25%
PWP
270
Principle Wealth Partners
Connecticut
$243K 7,260
WW
271
Waterfront Wealth
Kansas
$241K 7,486
GWSG
272
GPS Wealth Strategies Group
Colorado
$236K 7,058 -2,013 -22%
ZIM
273
Zacks Investment Management
Illinois
$235K 7,041 -4,796 -41%
ET
274
Equitable Trust
Tennessee
$234K 7,005
BCM
275
Brookstone Capital Management
Illinois
$234K 7,095 -537 -7%