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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$13.4K 400
NC
327
NewSquare Capital
Pennsylvania
$11.9K 355
MSFP
328
Mark Sheptoff Financial Planning
Connecticut
$11.7K 350
GEA
329
Glen Eagle Advisors
New Jersey
$10.9K 325
PFA
330
Pathway Financial Advisers
Indiana
$10.8K 322 +322 New
KFI
331
Key Financial Inc
Pennsylvania
$9.46K 283
FP
332
Financial Perspectives
Minnesota
$9.2K 275
CP
333
Castleview Partners
Texas
$9.1K 272 +68 +33%
FMTCOCP
334
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K 250
GI
335
Gradient Investments
Minnesota
$7.76K 232
AWA
336
Authentikos Wealth Advisory
California
$7.42K 222 +222 New
ME
337
McIlrath & Eck
Washington
$6.69K 200
BC
338
Barrett & Company
Rhode Island
$6.69K 200
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$5.58K 167
BWM
340
Baystate Wealth Management
Massachusetts
$5.41K 161 +161 New
DWMG
341
DB Wealth Management Group
California
$1.87K 56
CMP
342
Coston McIsaac & Partners
Maine
$1K 36
VAG
343
VisionPoint Advisory Group
Texas
$468 14 +14 New
AIP
344
Ameritas Investment Partners
Nebraska
$115 3 +3 New
HNB
345
Huntington National Bank
Ohio
SHFP
346
Second Half Financial Partners
Florida
-106,661 Closed
CAM
347
Concorde Asset Management
Michigan
-94,624 Closed
3F
348
360 Financial
Minnesota
-78,888 Closed
PFG
349
Prosperity Financial Group
California
-43,395 Closed
FTUS
350
Flow Traders U.S.
New York
-32,962 Closed