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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
326
Sugarloaf Wealth Management
Georgia
$35.7K 926
KFI
327
Key Financial Inc
Pennsylvania
$34K 883 +600 +212%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$33K 860 +860 New
NSIM
329
North Star Investment Management
Illinois
$32.9K 855
PCMC
330
Planning Capital Management Corporation
Pennsylvania
$31.7K 823 +18 +2%
AA
331
Addison Advisors
Vermont
$30.8K 800
IFAM
332
Institutional & Family Asset Management
Colorado
$29.2K 760 +7 +0.9%
PA
333
Pineridge Advisors
Missouri
$23.1K 600 +600 New
VNA
334
Valley National Advisers
Pennsylvania
$22K 577 +577 New
AA
335
AlphaMark Advisors
Kentucky
$21K 550
GWS
336
Glassman Wealth Services
Virginia
$20.2K 525 +525 New
FMB
337
Field & Main Bank
Kentucky
$19.9K 517 +517 New
AF
338
Advisornet Financial
Minnesota
$19.2K 498
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$15.4K 400
NB
340
NBT Bank
New York
$15.4K 400
NBT
341
Northwest Bank & Trust
Iowa
$13.7K 368
NC
342
NewSquare Capital
Pennsylvania
$13.7K 355
MSFP
343
Mark Sheptoff Financial Planning
Connecticut
$13.5K 350
GEA
344
Glen Eagle Advisors
New Jersey
$12.5K 325
PFA
345
Pathway Financial Advisers
Indiana
$12.4K 322
FP
346
Financial Perspectives
Minnesota
$10.6K 275
AP
347
Aspect Partners
Virginia
$9.54K 248
BWP
348
Baldwin Wealth Partners
Massachusetts
$8.47K 220
ME
349
McIlrath & Eck
Washington
$7.7K 200
BC
350
Barrett & Company
Rhode Island
$7.7K 200