FDL icon

First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
HGERS
301
Householder Group Estate & Retirement Specialist
Arizona
$200K 5,647 +5,647 New
CWA
302
Clearview Wealth Advisors
Oregon
$191K 5,379 -29 -0.5%
Bessemer Group
303
Bessemer Group
New Jersey
$178K 5,000
CTB
304
Country Trust Bank
Illinois
$163K 4,600
HCP
305
Hexagon Capital Partners
Arkansas
$163K 4,593
CWA
306
Core Wealth Advisors
Florida
$161K 4,533
EL
307
EMFO LLC
Florida
$144K 4,060
BAM
308
Bellevue Asset Management
Washington
$142K 3,994
WP
309
WealthPLAN Partners
Nebraska
$136K 3,840 +3,840 New
RCM
310
Raleigh Capital Management
North Carolina
$125K 3,527 +634 +22%
S
311
SignatureFD
Georgia
$117K 3,297 +736 +29%
PB
312
Pinnacle Bancorp
Nebraska
$85.6K 2,411 -1,612 -40%
HBW
313
Hazlett, Burt & Watson
West Virginia
$83K 2,334 +21 +0.9%
BWL
314
Bogart Wealth LLC
Virginia
$70.4K 1,983
FFC
315
First Financial Corp
Indiana
$66.6K 1,875
TWM
316
Tradition Wealth Management
Minnesota
$62K 1,737 +376 +28%
BWM
317
BerganKDV Wealth Management
Minnesota
$52.2K 1,470
AssetMark Inc
318
AssetMark Inc
California
$46K 1,296
WWM
319
Wolff Wiese Magana
California
$40.3K 1,135
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$37.8K 1,064,971 +216,137 +25%
AA
321
Addison Advisors
Vermont
$35.9K 1,012
FCA
322
Fortis Capital Advisors
Kansas
$35.5K 1,000 -1,500 -60%
SWM
323
Sugarloaf Wealth Management
Georgia
$32.9K 926
OC
324
Oakworth Capital
Alabama
$31.2K 880
TRCT
325
Tower Research Capital (TRC)
New York
$31K 859 +725 +541%