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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
IWP
326
IAG Wealth Partners
Wisconsin
$22.9K 604 +604 New
VNA
327
Valley National Advisers
Pennsylvania
$21K 577
AA
328
AlphaMark Advisors
Kentucky
$21K 550
GWS
329
Glassman Wealth Services
Virginia
$19.9K 525
AF
330
Advisornet Financial
Minnesota
$18.9K 498
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$18.9K 500 -360 -42%
SFA
332
Semmax Financial Advisors
North Carolina
$18.2K 458 +458 New
NBT
333
Northwest Bank & Trust
Iowa
$14K 368
MSFP
334
Mark Sheptoff Financial Planning
Connecticut
$13.3K 350
NB
335
NBT Bank
New York
$11.2K 295 -105 -26%
KFI
336
Key Financial Inc
Pennsylvania
$10.7K 283 -600 -68%
FP
337
Financial Perspectives
Minnesota
$10.4K 275
AP
338
Aspect Partners
Virginia
$9.41K 248
FHC
339
First Heartland Consultants
Missouri
$9.06K 238,741 +185,470 +348%
BWP
340
Baldwin Wealth Partners
Massachusetts
$8.35K 220
ME
341
McIlrath & Eck
Washington
$7.59K 200
BC
342
Barrett & Company
Rhode Island
$7.59K 200
HNB
343
Hilltop National Bank
Wyoming
$6.79K 179
SIS
344
Sound Income Strategies
Florida
$6.21K 165 -1,453 -90%
T
345
Tidemark
California
$3.87K 102
CP
346
Castleview Partners
Texas
$3.83K 101
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
$3.79K 100 +100 New
CMP
348
Coston McIsaac & Partners
Maine
$1K 36
HNB
349
Huntington National Bank
Ohio
LAS
350
Lloyd Advisory Services
Georgia
-274,632 Closed