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First Trust Morningstar Dividend Leaders Index Fund

343 hedge funds and large institutions have $2.64B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 34 closing their positions.

Holders
343
Holders Change
-12
Holders Change %
-3.38%
% of All Funds
5.41%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
31
Increased
119
Reduced
139
Closed
34
Calls
$34K
Puts
$1M
Net Calls
-$967K
Net Calls Change
-$991K
Name Market Value Shares Shares
Change
Shares
Change %
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$11.9K 350
GEA
327
Glen Eagle Advisors
New Jersey
$11.1K 325 +325 New
KFI
328
Key Financial Inc
Pennsylvania
$9.63K 283
FP
329
Financial Perspectives
Minnesota
$9.35K 275
FMTCOCP
330
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K 250
SIS
331
Sound Income Strategies
Florida
$8.48K 249 +249 New
GI
332
Gradient Investments
Minnesota
$7.89K 232
CP
333
Castleview Partners
Texas
$6.94K 204
ME
334
McIlrath & Eck
Washington
$6.8K 200
BC
335
Barrett & Company
Rhode Island
$6.8K 200
WAM
336
Worth Asset Management
Texas
$6.7K 197
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$5.68K 167
WIM
338
WealthPlan Investment Management
Nebraska
$2.28K 67
DWMG
339
DB Wealth Management Group
California
$1.91K 56
CMP
340
Coston McIsaac & Partners
Maine
$1K 36
SF
341
Safeguard Financial
Wisconsin
$1K 24 +24 New
HNB
342
Huntington National Bank
Ohio
NFSG
343
Newbridge Financial Services Group
Florida
$23 1 -814 -100%
OCM
344
One Capital Management
California
-450,773 Closed
F4L
345
Fortune 45 LLC
Louisiana
-305,917 Closed
AC
346
Avestar Capital
New York
-142,554 Closed
RA
347
RiverTree Advisors
Florida
-119,979 Closed
SIM
348
Seaview Investment Managers
Florida
-86,998 Closed
OWM
349
OneAscent Wealth Management
Alabama
-68,444 Closed
FPGK
350
Financial Partners Group (Kansas)
Kansas
-33,324 Closed