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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
WWM
326
Wolff Wiese Magana
California
$40.7K 1,135
FFA
327
Farther Finance Advisors
California
$35.9K 1,000 -10,000 -91%
SWM
328
Sugarloaf Wealth Management
Georgia
$33.2K 926
NSIM
329
North Star Investment Management
Illinois
$30.7K 855
PCMC
330
Planning Capital Management Corporation
Pennsylvania
$28.9K 805 +805 New
AA
331
Addison Advisors
Vermont
$28.7K 800
IFAM
332
Institutional & Family Asset Management
Colorado
$27K 753 +11 +1%
AA
333
AlphaMark Advisors
Kentucky
$20K 550
NFA
334
Northwest Financial Advisors
Virginia
$19.8K 551 +551 New
WIM
335
Westside Investment Management
California
$17.9K 500
AF
336
Advisornet Financial
Minnesota
$17.9K 498
VF
337
VitalStone Financial
Texas
$17K 466
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$14.4K 400
NB
339
NBT Bank
New York
$14.4K 400 +400 New
NBT
340
Northwest Bank & Trust
Iowa
$13.2K 368 +368 New
NC
341
NewSquare Capital
Pennsylvania
$12.7K 355
MSFP
342
Mark Sheptoff Financial Planning
Connecticut
$12.6K 350
GEA
343
Glen Eagle Advisors
New Jersey
$11.7K 325
PFA
344
Pathway Financial Advisers
Indiana
$11.6K 322
CP
345
Castleview Partners
Texas
$10.5K 294 +22 +8%
KFI
346
Key Financial Inc
Pennsylvania
$10.2K 283
FP
347
Financial Perspectives
Minnesota
$9.87K 275
AP
348
Aspect Partners
Virginia
$8.9K 248 +248 New
GI
349
Gradient Investments
Minnesota
$8.32K 232
BWP
350
Baldwin Wealth Partners
Massachusetts
$7.89K 220 +220 New