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First Trust Morningstar Dividend Leaders Index Fund

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
CCC
301
Compass Capital Corp
Massachusetts
$255K 6,330 +6,330 New
CRI
302
Colonial River Investments
Virginia
$254K 6,311 -540 -8%
AWM
303
Axxcess Wealth Management
California
$254K 6,311 -57 -0.9%
MA
304
Mutual Advisors
Nebraska
$254K 6,213 -405 -6%
GVAG
305
Great Valley Advisor Group
Delaware
$253K 6,275 -145 -2%
LMKC
306
L.M. Kohn & Company
Ohio
$253K 6,275 -995 -14%
BJL
307
Brighton Jones LLC
Washington
$252K 6,260 +76 +1%
HWA
308
Heartwood Wealth Advisors
Virginia
$251K 6,246
BPA
309
Beacon Pointe Advisors
California
$247K 6,136 +6,136 New
BFPW
310
BOK Financial Private Wealth
Colorado
$244K 6,055
FIM
311
Freedom Investment Management
Connecticut
$244K 6,051 -23 -0.4%
Jane Street
312
Jane Street
New York
$242K 6,011 +6,011 New
Bessemer Group
313
Bessemer Group
New Jersey
$242K 6,010
WANY
314
Wealthspire Advisors (New York)
New York
$242K 6,000
TCPW
315
Twin City Private Wealth
North Carolina
$240K 5,971 -230 -4%
CF
316
Claris Financial
Virginia
$240K 5,970 +5,970 New
HCP
317
Hexagon Capital Partners
Arkansas
$236K 5,872 +579 +11%
SWA
318
Stratos Wealth Advisors
Ohio
$234K 5,807 +70 +1%
SIM
319
Sterling Investment Management
Arizona
$234K 5,800
SWP
320
Semus Wealth Partners
Florida
$232K 5,768 +69 +1%
BDFN
321
Bond & Devick Financial Network
Minnesota
$231K 5,511
AQR Capital Management
322
AQR Capital Management
Connecticut
$228K 5,659 +5,659 New
William Blair & Company
323
William Blair & Company
Illinois
$227K 5,637 -914 -14%
VWM
324
Venturi Wealth Management
Texas
$226K 5,605 +5,605 New
BWM
325
BCS Wealth Management
Tennessee
$221K 5,501 +5,501 New