FDL icon

First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWL
326
Bogart Wealth LLC
Virginia
$76.9K 1,832
PWA
327
Provenance Wealth Advisors
Florida
$60.9K 1,452 +1,452 New
WIM
328
Westside Investment Management
California
$54.5K 1,300
JIP
329
Jaffetilchin Investment Partners
Florida
$49.9K 1,190 +1,190 New
RCM
330
Raleigh Capital Management
North Carolina
$49.9K 1,190 -9 -0.8%
WWM
331
Wolff Wiese Magana
California
$47.6K 1,135
WTC
332
WhitTier Trust Company
Nevada
$42K 1,000
BTI
333
Blue Trust Inc
Georgia
$41.2K 1,087 +1,087 New
SWM
334
Sugarloaf Wealth Management
Georgia
$38.9K 926
MFT
335
Moisand Fitzgerald Tamayo
Florida
$38.8K 925 +925 New
CIA
336
Cape Investment Advisory
Georgia
$37.7K 898
NSIM
337
North Star Investment Management
Illinois
$35.9K 855
AA
338
Addison Advisors
Vermont
$33.6K 800
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$33.1K 13,506 +13,506 New
PFA
340
Pathway Financial Advisers
Indiana
$30.7K 731 +8 +1%
NFA
341
Northwest Financial Advisors
Virginia
$24.2K 576 +576 New
CAM
342
Creekmur Asset Management
Illinois
$23.4K 558 -108 -16%
GWS
343
Glassman Wealth Services
Virginia
$22K 525
WI
344
Wintrust Investments
Illinois
$21K 511 +511 New
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$21K 500
AF
346
Advisornet Financial
Minnesota
$20.9K 498
AA
347
AlphaMark Advisors
Kentucky
$17K 400 -150 -27%
NBT
348
Northwest Bank & Trust
Iowa
$15.4K 368
KSB
349
Kennebec Savings Bank
Maine
$14.9K 355 +355 New
MSFP
350
Mark Sheptoff Financial Planning
Connecticut
$14.7K 350