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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FTUS
251
Flow Traders U.S.
New York
$325K 7,743 +7,743 New
RFN
252
RDA Financial Network
Iowa
$324K 7,714 +13 +0.2%
SDH
253
Sloy Dahl & Holst
Washington
$322K 7,680
YIH
254
Y-Intercept (HK)
Hong Kong
$318K 7,571 +7,571 New
NP
255
NorthRock Partners
Minnesota
$317K 7,554
SWA
256
Sightline Wealth Advisors
Connecticut
$317K 7,554 -5,198 -41%
WAS
257
WESPAC Advisors SoCal
California
$317K 7,550
IF
258
Integrity Financial
Wyoming
$316K 7,540
Thrivent Financial for Lutherans
259
Thrivent Financial for Lutherans
Minnesota
$313K 7,455
SEIA
260
Signature Estate & Investment Advisors
California
$311K 7,416 +1,460 +25%
AWM
261
Avior Wealth Management
Nebraska
$311K 7,412 -205 -3%
TC
262
TownSquare Capital
Utah
$306K 7,306 -8,564 -54%
LMKC
263
L.M. Kohn & Company
Ohio
$305K 7,270 -9,020 -55%
PWP
264
Principle Wealth Partners
Connecticut
$305K 7,260 -22 -0.3%
WW
265
Waterfront Wealth
Kansas
$303K 7,265 +100 +1%
CFP
266
Catalyst Financial Partners
Massachusetts
$300K 7,159
PA
267
PFG Advisors
Arizona
$299K 7,136 -825 -10%
ET
268
Equitable Trust
Tennessee
$294K 7,005
CRI
269
Colonial River Investments
Virginia
$287K 6,851 -678 -9%
ES
270
Eagle Strategies
New York
$283K 6,749 -775 -10%
OPA
271
Old Port Advisors
Maine
$282K 6,715
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$280K 6,687 -496 -7%
MA
273
Mutual Advisors
Nebraska
$279K 6,618 +39 +0.6%
IFWM
274
Institute for Wealth Management
Colorado
$277K 6,598
William Blair & Company
275
William Blair & Company
Illinois
$275K 6,551 -1,222 -16%