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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
BAM
301
Bellevue Asset Management
Washington
$154K 3,994
Jones Financial Companies
302
Jones Financial Companies
Missouri
$143K 3,717 +2,520 +211%
DFA
303
DHJJ Financial Advisors
Illinois
$139K 3,611 -292 -7%
TFGT
304
TS Financial Group (TSFG)
Illinois
$138K 3,595 +45 +1%
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K 3,211 +3,211 New
TSWM
306
Tyler-Stone Wealth Management
Ohio
$118K 3,078
CTB
307
Country Trust Bank
Illinois
$115K 3,000 -1,600 -35%
GI
308
GAMMA Investing
California
$98.7K 2,565
PB
309
Pinnacle Bancorp
Nebraska
$94.8K 2,463
HBW
310
Hazlett, Burt & Watson
West Virginia
$92K 2,391
TCG
311
Transcendent Capital Group
Oklahoma
$84.7K 2,200
PAM
312
Palisade Asset Management
Minnesota
$80.9K 2,102 +2,102 New
WT
313
Whittier Trust
California
$76.9K 2,000
GWP
314
Gen-Wealth Partners
Michigan
$73.1K 1,900 +1,900 New
FFC
315
First Financial Corp
Indiana
$72.1K 1,875
BWL
316
Bogart Wealth LLC
Virginia
$70.5K 1,832 -151 -8%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$65.5K 1,702 -665 -28%
SIS
318
Sound Income Strategies
Florida
$62.3K 1,618 +1,618 New
CAM
319
Creekmur Asset Management
Illinois
$53.1K 1,379 -1,993 -59%
WIM
320
Westside Investment Management
California
$50K 1,300 +800 +160%
S
321
SignatureFD
Georgia
$46.1K 1,197
RCM
322
Raleigh Capital Management
North Carolina
$45.7K 1,186 -1,953 -62%
WWM
323
Wolff Wiese Magana
California
$43.7K 1,135
RG
324
Retirement Group
California
$40.4K 1,050 -150 -13%
FFA
325
Farther Finance Advisors
California
$38.4K 1,000