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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
PA
301
PSI Advisors
Florida
$200K 5,563 -4,599 -45%
Bessemer Group
302
Bessemer Group
New Jersey
$176K 4,900 -100 -2%
SWM
303
Spire Wealth Management
Virginia
$168K 4,725 -3,252 -41%
CTB
304
Country Trust Bank
Illinois
$165K 4,600
EL
305
EMFO LLC
Florida
$146K 4,060
BAM
306
Bellevue Asset Management
Washington
$143K 3,994
DFA
307
DHJJ Financial Advisors
Illinois
$140K 3,903 -645 -14%
TFGT
308
TS Financial Group (TSFG)
Illinois
$127K 3,550 +3,550 New
CAM
309
Creekmur Asset Management
Illinois
$121K 3,372 +3,372 New
RCM
310
Raleigh Capital Management
North Carolina
$113K 3,139 -54 -2%
TSWM
311
Tyler-Stone Wealth Management
Ohio
$110K 3,078 -200 -6%
GI
312
GAMMA Investing
California
$92.6K 2,565 +2,565 New
PB
313
Pinnacle Bancorp
Nebraska
$88.4K 2,463
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$86.2K 2,367
HBW
315
Hazlett, Burt & Watson
West Virginia
$86K 2,391
TCG
316
Transcendent Capital Group
Oklahoma
$78.9K 2,200 +2,200 New
TWC
317
TD Waterhouse Canada
Ontario, Canada
$77.5K 2,139
WT
318
Whittier Trust
California
$71.8K 2,000
BWL
319
Bogart Wealth LLC
Virginia
$71.2K 1,983
FFC
320
First Financial Corp
Indiana
$67.3K 1,875
TWM
321
Tradition Wealth Management
Minnesota
$53K 1,485 +16 +1%
CFB
322
Cullen/Frost Bankers
Texas
$46.6K 1,299 +1,299 New
RG
323
Retirement Group
California
$43.1K 1,200 -7,800 -87%
S
324
SignatureFD
Georgia
$42.9K 1,197
Jones Financial Companies
325
Jones Financial Companies
Missouri
$42.9K 1,197 +1,197 New