FDL icon

First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
AWM
251
Axxcess Wealth Management
California
$286K 7,529 +7,529 New
ES
252
Eagle Strategies
New York
$285K 7,524 -30,618 -80%
Thrivent Financial for Lutherans
253
Thrivent Financial for Lutherans
Minnesota
$283K 7,455
SWA
254
Stratos Wealth Advisors
Ohio
$276K 7,288 -926 -11%
PWP
255
Principle Wealth Partners
Connecticut
$276K 7,282 +22 +0.3%
WW
256
Waterfront Wealth
Kansas
$272K 7,165 -500 -7%
CFP
257
Catalyst Financial Partners
Massachusetts
$272K 7,159 +7,159 New
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$271K 7,183 +366 +5%
TPWA
259
Twin Peaks Wealth Advisors
California
$270K 7,118 +137 +2%
MA
260
Mutual Advisors
Nebraska
$266K 6,579 -132 -2%
ET
261
Equitable Trust
Tennessee
$266K 7,005
FAIM
262
Financial Advocates Investment Management
Washington
$259K 6,830 -149,029 -96%
RA
263
RFG Advisory
Alabama
$257K 6,784 +462 +7%
MCC
264
Money Concepts Capital
Florida
$255K 6,729 -63 -0.9%
OPA
265
Old Port Advisors
Maine
$255K 6,715
IFWM
266
Institute for Wealth Management
Colorado
$250K 6,598
TCPW
267
Twin City Private Wealth
North Carolina
$246K 6,490 -559 -8%
GVAG
268
Great Valley Advisor Group
Delaware
$240K 6,325 -158 -2%
HWA
269
Heartwood Wealth Advisors
Virginia
$237K 6,246
SP
270
Sequent Planning
Nebraska
$235K 6,210 +180 +3%
TWP
271
Triad Wealth Partners
Kansas
$235K 6,194 +6,194 New
LSIA
272
LaSalle St. Investment Advisors
Illinois
$231K 6,081 +6,081 New
BFPW
273
BOK Financial Private Wealth
Colorado
$230K 6,055
WANY
274
Wealthspire Advisors (New York)
New York
$228K 6,000
SWP
275
Semus Wealth Partners
Florida
$227K 5,997 -138 -2%