FDL icon

First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$270K 6,420 +95 +2%
AWM
277
Axxcess Wealth Management
California
$267K 6,368 -1,161 -15%
HWA
278
Heartwood Wealth Advisors
Virginia
$262K 6,246
TCPW
279
Twin City Private Wealth
North Carolina
$260K 6,201 -289 -4%
BJL
280
Brighton Jones LLC
Washington
$259K 6,184 +6,184 New
MCC
281
Money Concepts Capital
Florida
$256K 6,113 -616 -9%
LSIA
282
LaSalle St. Investment Advisors
Illinois
$255K 6,090 +9 +0.1%
FIM
283
Freedom Investment Management
Connecticut
$255K 6,074 +245 +4%
BFPW
284
BOK Financial Private Wealth
Colorado
$254K 6,055
CWP
285
Cyndeo Wealth Partners
Florida
$253K 6,034 +6,034 New
Bessemer Group
286
Bessemer Group
New Jersey
$252K 6,010 +1,650 +38%
WANY
287
Wealthspire Advisors (New York)
New York
$252K 6,000
WP
288
Wealthspan Partners
Iowa
$251K 5,985 -5,612 -48%
Cerity Partners
289
Cerity Partners
New York
$250K 5,967 +5,967 New
ACP
290
Aveo Capital Partners
Colorado
$249K 5,940 -24 -0.4%
ACA
291
Aptus Capital Advisors
Alabama
$246K 5,853 +250 +4%
SIM
292
Sterling Investment Management
Arizona
$243K 5,800
Bank of New York Mellon
293
Bank of New York Mellon
New York
$242K 5,780 -10,637 -65%
SWA
294
Stratos Wealth Advisors
Ohio
$241K 5,737 -1,551 -21%
SWP
295
Semus Wealth Partners
Florida
$239K 5,699 -298 -5%
AOG
296
Alpha Omega Group
Virginia
$235K 5,600 +261 +5%
CA
297
Calton & Associates
Florida
$234K 5,567 -4,806 -46%
BDFN
298
Bond & Devick Financial Network
Minnesota
$231K 5,511
HGWM
299
Horst & Graben Wealth Management
Oregon
$228K 5,444 +45 +0.8%
SFP
300
Sweet Financial Partners
Minnesota
$223K 5,319