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First Trust Morningstar Dividend Leaders Index Fund

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K
Name Market Value Shares Shares
Change
Shares
Change %
WP
301
WealthPLAN Partners
Nebraska
$96.6K 2,842 -998 -26%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$85.6K 2,517 -28,620 -92%
HBW
303
Hazlett, Burt & Watson
West Virginia
$80K 2,365 +31 +1%
TWC
304
TD Waterhouse Canada
Ontario, Canada
$73.3K 2,139 +1,851 +643%
BWL
305
Bogart Wealth LLC
Virginia
$67.4K 1,983
FFC
306
First Financial Corp
Indiana
$63.8K 1,875
TWM
307
Tradition Wealth Management
Minnesota
$60K 1,750 +13 +0.7%
BWM
308
BerganKDV Wealth Management
Minnesota
$50K 1,470
SIS
309
Strategic Investment Solutions
Illinois
$50K 1,500 +1,500 New
AssetMark Inc
310
AssetMark Inc
California
$44.1K 1,296
WWM
311
Wolff Wiese Magana
California
$38.6K 1,135
AA
312
Addison Advisors
Vermont
$34.4K 1,012
SWM
313
Sugarloaf Wealth Management
Georgia
$31.5K 926
NSIM
314
North Star Investment Management
Illinois
$29.1K 855
EDRH
315
Edmond de Rothschild Holding
Switzerland
$28.9K 850
IPW
316
Impact Partnership Wealth
Georgia
$25.5K 750 +750 New
IFAM
317
Institutional & Family Asset Management
Colorado
$25K 734 +9 +1%
FCA
318
FinTrust Capital Advisors
South Carolina
$23.9K 654
AA
319
AlphaMark Advisors
Kentucky
$21K 625
BF
320
BOK Financial
Oklahoma
$18.5K 544 +544 New
WIM
321
Westside Investment Management
California
$17K 500
AF
322
Advisornet Financial
Minnesota
$17K 500 +500 New
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$13.6K 400
NBT
324
Northwest Bank & Trust
Iowa
$12.5K 368 +368 New
NC
325
NewSquare Capital
Pennsylvania
$12.1K 355