FDL icon

First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BAM
301
Bellevue Asset Management
Washington
$145K 3,994
TSWM
302
Tyler-Stone Wealth Management
Ohio
$118K 3,230 +15 +0.5%
EI
303
Ellevest Inc
New York
$116K 3,176 +3,176 New
RCM
304
Raleigh Capital Management
North Carolina
$106K 2,893 -13 -0.4%
S
305
SignatureFD
Georgia
$93.6K 2,561 +2,263 +759%
FCA
306
Fortis Capital Advisors
Kansas
$91.4K 2,500 +2,500 New
HBW
307
Hazlett, Burt & Watson
West Virginia
$85K 2,313 +24 +1%
RBC
308
Romano Brothers & Co
Illinois
$74.4K 2,035 +2,035 New
BWL
309
Bogart Wealth LLC
Virginia
$72.5K 1,983
FFC
310
First Financial Corp
Indiana
$68.6K 1,875
NFSG
311
Newbridge Financial Services Group
Florida
$68.4K 1,871 +641 +52%
CA
312
CoreCap Advisors
Michigan
$56.5K 1,546 +1,546 New
BWM
313
BerganKDV Wealth Management
Minnesota
$53.7K 1,470
HWMA
314
Heritage Wealth Management (Arizona)
Arizona
$53.2K 1,454 +727 +100%
TWM
315
Tradition Wealth Management
Minnesota
$50K 1,361 +372 +38%
AssetMark Inc
316
AssetMark Inc
California
$47.4K 1,296
WWM
317
Wolff Wiese Magana
California
$41.5K 1,135
CB
318
Community Bank
New York
$40.2K 1,100 +1,100 New
AA
319
Addison Advisors
Vermont
$37K 1,012
Toronto Dominion Bank
320
Toronto Dominion Bank
Ontario, Canada
$36K 972 +972 New
SWM
321
Sugarloaf Wealth Management
Georgia
$33.9K 926 -69 -7%
OC
322
Oakworth Capital
Alabama
$32.2K 880
NSIM
323
North Star Investment Management
Illinois
$31.3K 855
EDRH
324
Edmond de Rothschild Holding
Switzerland
$31.1K 850
IFAM
325
Institutional & Family Asset Management
Colorado
$26.3K 718 +7 +1%