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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
326
North Star Investment Management
Illinois
$30.4K 855
EDRH
327
Edmond de Rothschild Holding
Switzerland
$30.2K 850
NFSG
328
Newbridge Financial Services Group
Florida
$28.9K 815 -1,056 -56%
DAC
329
Dividend Assets Capital
South Carolina
$26K 700
IFAM
330
Institutional & Family Asset Management
Colorado
$25.7K 725 +7 +1%
FCA
331
FinTrust Capital Advisors
South Carolina
$23.9K 654
AA
332
AlphaMark Advisors
Kentucky
$22K 625
BA
333
Bellwether Advisors
Nebraska
$19K 535 +535 New
WIM
334
Westside Investment Management
California
$17.8K 500
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$14.2K 400
CPFP
336
Clear Perspectives Financial Planning
Ohio
$13.8K 390 -156,572 -100%
PFA
337
Pathway Financial Advisers
Indiana
$13.4K 377 +3 +0.8%
NC
338
NewSquare Capital
Pennsylvania
$12.6K 355 +355 New
MSFP
339
Mark Sheptoff Financial Planning
Connecticut
$12.4K 350
Jones Financial Companies
340
Jones Financial Companies
Missouri
$10.9K 306 +306 New
TWC
341
TD Waterhouse Canada
Ontario, Canada
$10.3K 288 +288 New
KFI
342
Key Financial Inc
Pennsylvania
$10K 283
FP
343
Financial Perspectives
Minnesota
$9.76K 275
FMTCOCP
344
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K 250
GI
345
Gradient Investments
Minnesota
$8.24K 232
CP
346
Castleview Partners
Texas
$7.24K 204 +106 +108%
ME
347
McIlrath & Eck
Washington
$7.1K 200
BC
348
Barrett & Company
Rhode Island
$7.1K 200
WAM
349
Worth Asset Management
Texas
$6.99K 197
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$5.93K 167