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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCP
301
Hexagon Capital Partners
Arkansas
$222K 5,293
SFC
302
Strategic Financial Concepts
Texas
$222K 5,289 -158,741 -97%
BCM
303
Brookstone Capital Management
Illinois
$215K 5,128 +5,128 New
HSA
304
HBK Sorce Advisory
Pennsylvania
$209K 4,991 +4,991 New
ZIM
305
Zacks Investment Management
Illinois
$209K 4,974 -5,025 -50%
ATPW
306
Ashton Thomas Private Wealth
Arizona
$208K 4,949 -39 -0.8%
SWM
307
Spire Wealth Management
Virginia
$192K 4,578 +615 +16%
PA
308
PSI Advisors
Florida
$190K 4,536 +31 +0.7%
BAM
309
Bellevue Asset Management
Washington
$168K 3,994
DWM
310
Darwin Wealth Management
Florida
$161K 3,835 +3,835 New
TFGT
311
TS Financial Group (TSFG)
Illinois
$150K 3,578 -422 -11%
TSMHT
312
Thurston Springer Miller Herd & Titak
Indiana
$145K 3,445 -19 -0.5%
DFA
313
DHJJ Financial Advisors
Illinois
$139K 3,311 -299 -8%
BCMLT
314
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K 3,211
IAIM
315
International Assets Investment Management
Florida
$130K 5,452,833 +5,323,451 +4,115%
AssetMark Inc
316
AssetMark Inc
California
$128K 3,042 +382 +14%
GI
317
GAMMA Investing
California
$108K 2,565
GM
318
GeoWealth Management
Illinois
$106K 2,530 -16,758 -87%
VNA
319
Valley National Advisers
Pennsylvania
$105K 2,534 +1,957 +339%
HBW
320
Hazlett, Burt & Watson
West Virginia
$100K 2,391
PB
321
Pinnacle Bancorp
Nebraska
$99.9K 2,382 +164 +7%
TCG
322
Transcendent Capital Group
Oklahoma
$92.3K 2,200
WT
323
Whittier Trust
California
$83.9K 2,000
GWP
324
Gen-Wealth Partners
Michigan
$79.5K 1,900
FFC
325
First Financial Corp
Indiana
$78.7K 1,875