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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 %
GWANC
276
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K 6,838 +6,838 New
BCA
277
Bay Colony Advisors
Massachusetts
$241K 6,850 +748 +12%
BA
278
Ballew Advisors
Mississippi
$238K 7,091 +7,091 New
IFWM
279
Institute for Wealth Management
Colorado
$237K 6,689
IFS
280
Ifrah Financial Services
Arkansas
$237K 6,678 -70 -1%
TA
281
TrueWealth Advisors
Alabama
$233K 6,568 +24 +0.4%
CCB
282
Cutter & Co Brokerage
Missouri
$232K 6,525 +6,525 New
SFC
283
Strategic Financial Concepts
Texas
$231K 6,517 +6,517 New
LNC
284
Lincoln National Corp
Pennsylvania
$229K 6,462 +21 +0.3%
AWM
285
Avior Wealth Management
Nebraska
$229K 6,438 +56 +0.9%
WP
286
Wealthspan Partners
Iowa
$228K 6,432 +6,432 New
FWP
287
Firethorn Wealth Partners
Georgia
$226K 6,332 +806 +15%
HGWM
288
Horst & Graben Wealth Management
Oregon
$225K 6,352 +6,352 New
SF
289
Synovus Financial
Georgia
$221K 6,221 -98 -2%
CWM
290
Concentrum Wealth Management
California
$220K 6,205 +6,205 New
RT
291
Rockland Trust
Massachusetts
$219K 6,176 -83 -1%
LI
292
LVZ Inc
Michigan
$219K 6,165 +185 +3%
CRWM
293
Castle Rock Wealth Management
California
$217K 6,330 +6,330 New
SIM
294
Sterling Investment Management
Arizona
$217K 6,100
BFPW
295
BOK Financial Private Wealth
Colorado
$215K 6,055 -400 -6%
WANY
296
Wealthspire Advisors (New York)
New York
$213K 6,000
SWM
297
Southern Wealth Management
Texas
$211K 5,950
MCC
298
Money Concepts Capital
Florida
$210K 25,835 +2,879 +13%
GVAG
299
Great Valley Advisor Group
Delaware
$209K 5,892 +386 +7%
ZIM
300
Zacks Investment Management
Illinois
$207K 5,834 +5,834 New