FDL icon

First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
ZIM
276
Zacks Investment Management
Illinois
$249K 6,951 -90 -1%
TI
277
Trexquant Investment
Connecticut
$247K 6,874 +6,874 New
SWA
278
Stratos Wealth Advisors
Ohio
$245K 6,831 +6,831 New
CG
279
Clarus Group
Texas
$244K 6,809 +6,809 New
RIA
280
Realta Investment Advisors
Delaware
$244K 6,806 -385 -5%
MA
281
Mutual Advisors
Nebraska
$243K 6,776 -3,291 -33%
IFWM
282
Institute for Wealth Management
Colorado
$239K 6,670
SWP
283
Semus Wealth Partners
Florida
$237K 6,600 +64 +1%
SF
284
Synovus Financial
Georgia
$236K 6,575 +68 +1%
FFS
285
Founders Financial Securities
Maryland
$234K 6,512 -1,679 -20%
ACP
286
Aveo Capital Partners
Colorado
$232K 6,462 +32 +0.5%
SFC
287
Strategic Financial Concepts
Texas
$227K 6,334 -368 -5%
BPA
288
Beacon Pointe Advisors
California
$221K 6,152 -2,768 -31%
BFPW
289
BOK Financial Private Wealth
Colorado
$217K 6,055
SCM
290
Sebold Capital Management
Illinois
$216K 6,028 +6,028 New
MCC
291
Money Concepts Capital
Florida
$216K 6,014 -842 -12%
WANY
292
Wealthspire Advisors (New York)
New York
$215K 6,000
CBFP
293
Cedar Brook Financial Partners
Ohio
$215K 5,987 +5,987 New
IWN
294
Independent Wealth Network
Iowa
$215K 5,989 -452 -7%
SIM
295
Sterling Investment Management
Arizona
$208K 5,800 +5,800 New
CCB
296
Cutter & Co Brokerage
Missouri
$207K 5,758 +5,758 New
CWP
297
Core Wealth Partners
California
$206K 5,731 +5,731 New
EHC
298
Everett Harris & Co
California
$204K 5,694 +5,694 New
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$203K 5,650 -1,000 -15%
HCP
300
Hexagon Capital Partners
Arkansas
$201K 5,593 +1,000 +22%