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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
TSWM
301
Tyler-Stone Wealth Management
Ohio
$117K 3,078
AssetMark Inc
302
AssetMark Inc
California
$101K 2,660 -43,690 -94%
GI
303
GAMMA Investing
California
$97.3K 2,565
HBW
304
Hazlett, Burt & Watson
West Virginia
$91K 2,391
PB
305
Pinnacle Bancorp
Nebraska
$84.1K 2,218 -245 -10%
TCG
306
Transcendent Capital Group
Oklahoma
$83.4K 2,200
WT
307
Whittier Trust
California
$75.9K 2,000
GWP
308
Gen-Wealth Partners
Michigan
$72.1K 1,900
FFC
309
First Financial Corp
Indiana
$71.1K 1,875
BWL
310
Bogart Wealth LLC
Virginia
$69.5K 1,832
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$64.5K 1,702
WIM
312
Westside Investment Management
California
$49.3K 1,300
RCM
313
Raleigh Capital Management
North Carolina
$45.5K 1,199 +13 +1%
WWM
314
Wolff Wiese Magana
California
$43.1K 1,135
WTC
315
WhitTier Trust Company
Nevada
$37.9K 1,000 +1,000 New
FFA
316
Farther Finance Advisors
California
$37.9K 1,000
SWM
317
Sugarloaf Wealth Management
Georgia
$35.1K 926
CIA
318
Cape Investment Advisory
Georgia
$34.1K 898 +898 New
NSIM
319
North Star Investment Management
Illinois
$32.4K 855
PCMC
320
Planning Capital Management Corporation
Pennsylvania
$31.6K 834 +11 +1%
AA
321
Addison Advisors
Vermont
$30.3K 800
IFAM
322
Institutional & Family Asset Management
Colorado
$29.2K 769 +9 +1%
PFA
323
Pathway Financial Advisers
Indiana
$27.4K 723 +401 +125%
CAM
324
Creekmur Asset Management
Illinois
$25.3K 666 -713 -52%
EWA
325
EverSource Wealth Advisors
Alabama
$23.5K 579 +579 New