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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
ACP
276
Aveo Capital Partners
Colorado
$226K 5,964 +32 +0.5%
SEIA
277
Signature Estate & Investment Advisors
California
$226K 5,956 +5,956 New
FIM
278
Freedom Investment Management
Connecticut
$221K 5,829 +5,829 New
SIM
279
Sterling Investment Management
Arizona
$220K 5,800
ACA
280
Aptus Capital Advisors
Alabama
$213K 5,603 +5,603 New
BDFN
281
Bond & Devick Financial Network
Minnesota
$209K 5,511
SFC
282
Strategic Financial Concepts
Texas
$206K 164,030 +155,103 +1,737%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$205K 5,400
ZB
284
Zions Bancorporation
Utah
$205K 5,400 +5,400 New
HGWM
285
Horst & Graben Wealth Management
Oregon
$205K 5,399 +30 +0.6%
AOG
286
Alpha Omega Group
Virginia
$203K 5,339 -1,397 -21%
SFP
287
Sweet Financial Partners
Minnesota
$202K 5,319
HCP
288
Hexagon Capital Partners
Arkansas
$201K 5,293 -300 -5%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$189K 4,988 -2,002 -29%
BEI
290
Benjamin Edwards Inc
Missouri
$184K 4,855 -3,257 -40%
PA
291
PSI Advisors
Florida
$171K 4,505 -210 -4%
Bessemer Group
292
Bessemer Group
New Jersey
$165K 4,360
EL
293
EMFO LLC
Florida
$154K 4,060
TFGT
294
TS Financial Group (TSFG)
Illinois
$152K 4,000 +405 +11%
BAM
295
Bellevue Asset Management
Washington
$151K 3,994
SWM
296
Spire Wealth Management
Virginia
$150K 3,963 -770 -16%
DFA
297
DHJJ Financial Advisors
Illinois
$137K 3,610 -1 -0%
TSMHT
298
Thurston Springer Miller Herd & Titak
Indiana
$131K 3,464 +3,464 New
BCMLT
299
Beacon Capital Management LLC (Tennessee)
Tennessee
$122K 3,211
KFS
300
Kelly Financial Services
Massachusetts
$119K 3,141 +3,141 New