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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
BAM
301
Bellevue Asset Management
Washington
$134K 3,994
TSWM
302
Tyler-Stone Wealth Management
Ohio
$110K 3,278 +16 +0.5%
RCM
303
Raleigh Capital Management
North Carolina
$107K 3,193 +32 +1%
PB
304
Pinnacle Bancorp
Nebraska
$82.4K 2,463 -517 -17%
HBW
305
Hazlett, Burt & Watson
West Virginia
$80K 2,391 +26 +1%
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$77.8K 2,367 -150 -6%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$70.4K 2,139
WT
308
Whittier Trust
California
$66.9K 2,000 +2,000 New
BWL
309
Bogart Wealth LLC
Virginia
$66.3K 1,983
FFC
310
First Financial Corp
Indiana
$62.7K 1,875
TWM
311
Tradition Wealth Management
Minnesota
$49K 1,469 -281 -16%
S
312
SignatureFD
Georgia
$40K 1,197 -2,100 -64%
WWM
313
Wolff Wiese Magana
California
$38K 1,135
SWM
314
Sugarloaf Wealth Management
Georgia
$31K 926
CTC
315
Central Trust Company
Missouri
$28.8K 860 +860 New
NSIM
316
North Star Investment Management
Illinois
$28.6K 855
EDRH
317
Edmond de Rothschild Holding
Switzerland
$28.4K 850
AA
318
Addison Advisors
Vermont
$26.8K 800 -212 -21%
IFAM
319
Institutional & Family Asset Management
Colorado
$24.8K 742 +8 +1%
AA
320
AlphaMark Advisors
Kentucky
$18K 550 -75 -12%
RDIA
321
RE Dickinson Investment Advisors
Iowa
$17K 500 +500 New
WIM
322
Westside Investment Management
California
$16.7K 500
AF
323
Advisornet Financial
Minnesota
$16.7K 498 -2 -0.4%
TFA
324
Transamerica Financial Advisors
Florida
$15K 439 +439 New
VF
325
VitalStone Financial
Texas
$15K 466 +466 New