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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
HWA
276
Heartwood Wealth Advisors
Virginia
$240K 6,246 -2,348 -27%
CWP
277
Core Wealth Partners
California
$237K 6,146 +415 +7%
SWP
278
Semus Wealth Partners
Florida
$236K 6,135 -465 -7%
BFPW
279
BOK Financial Private Wealth
Colorado
$233K 6,055
BPA
280
Beacon Pointe Advisors
California
$233K 6,045 -107 -2%
SP
281
Sequent Planning
Nebraska
$232K 6,030 +6,030 New
SCM
282
Sebold Capital Management
Illinois
$232K 6,028
CBFP
283
Cedar Brook Financial Partners
Ohio
$231K 6,006 +19 +0.3%
WANY
284
Wealthspire Advisors (New York)
New York
$231K 6,000
ACP
285
Aveo Capital Partners
Colorado
$223K 5,932 -530 -8%
SIM
286
Sterling Investment Management
Arizona
$223K 5,800
Bank of New York Mellon
287
Bank of New York Mellon
New York
$222K 5,757 -37,741 -87%
HCP
288
Hexagon Capital Partners
Arkansas
$215K 5,593
BDFN
289
Bond & Devick Financial Network
Minnesota
$212K 5,511 +5,511 New
FCI
290
Financial Counselors Inc
Kansas
$208K 5,413 +5,413 New
TA
291
TrueWealth Advisors
Alabama
$208K 5,400 +5,400 New
USCWA
292
U.S. Capital Wealth Advisors
Texas
$208K 5,400 +5,400 New
HGWM
293
Horst & Graben Wealth Management
Oregon
$207K 5,369 +5,369 New
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$207K 5,364 +5,364 New
SFP
295
Sweet Financial Partners
Minnesota
$205K 5,319 +5,319 New
RIA
296
Realta Investment Advisors
Delaware
$204K 5,312 -1,494 -22%
SWM
297
Spire Wealth Management
Virginia
$182K 4,733 +8 +0.2%
PA
298
PSI Advisors
Florida
$181K 4,715 -848 -15%
Bessemer Group
299
Bessemer Group
New Jersey
$168K 4,360 -540 -11%
EL
300
EMFO LLC
Florida
$156K 4,060