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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 %
LWM
276
Liberty Wealth Management
California
$233K 6,898 -13,433 -66%
BWM
277
BCS Wealth Management
Tennessee
$233K 6,971 +6,971 New
MCC
278
Money Concepts Capital
Florida
$229K 6,856 +6,856 New
NWMG
279
National Wealth Management Group
Ohio
$226K 6,763 -211 -3%
BA
280
Ballew Advisors
Mississippi
$226K 6,946 -145 -2%
SFC
281
Strategic Financial Concepts
Texas
$224K 6,702 +6,702 New
IFWM
282
Institute for Wealth Management
Colorado
$223K 6,670 -19 -0.3%
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$222K 6,650 +21 +0.3%
AWM
284
Avior Wealth Management
Nebraska
$221K 6,594 +70 +1%
CWA
285
Centennial Wealth Advisory
Michigan
$219K 6,555 +6,555 New
SWP
286
Semus Wealth Partners
Florida
$219K 6,536 +6,536 New
SF
287
Synovus Financial
Georgia
$218K 6,507 -380 -6%
TSS
288
Two Sigma Securities
New York
$218K 6,508 +6,508 New
BCA
289
Bay Colony Advisors
Massachusetts
$215K 6,443 -689 -10%
IWN
290
Independent Wealth Network
Iowa
$215K 6,441
ACP
291
Aveo Capital Partners
Colorado
$215K 6,430 -12,179 -65%
ACA
292
Aptus Capital Advisors
Alabama
$210K 6,286 +15 +0.2%
HFA
293
High Falls Advisors
New York
$207K 6,185 -3,953 -39%
BFPW
294
BOK Financial Private Wealth
Colorado
$202K 6,055
WANY
295
Wealthspire Advisors (New York)
New York
$201K 6,000
Bessemer Group
296
Bessemer Group
New Jersey
$167K 5,000
CTB
297
Country Trust Bank
Illinois
$154K 4,600
HCP
298
Hexagon Capital Partners
Arkansas
$154K 4,593
DFA
299
DHJJ Financial Advisors
Illinois
$152K 4,548 +4,548 New
EL
300
EMFO LLC
Florida
$136K 4,060