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First Trust Morningstar Dividend Leaders Index Fund

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
HGWM
326
Horst & Graben Wealth Management
Oregon
$221K 5,478 +34 +0.6%
WWP
327
Wise Wealth Partners
Arizona
$212K 5,267 +5,267 New
SWM
328
Spire Wealth Management
Virginia
$209K 5,192 +614 +13%
FAIM
329
Financial Advocates Investment Management
Washington
$205K 5,096 -17,788 -78%
BCM
330
Brookstone Capital Management
Illinois
$204K 5,074 -54 -1%
ZIM
331
Zacks Investment Management
Illinois
$201K 4,989 +15 +0.3%
PA
332
PSI Advisors
Florida
$184K 4,577 +41 +0.9%
BAM
333
Bellevue Asset Management
Washington
$165K 4,095 +101 +3%
TSMHT
334
Thurston Springer Miller Herd & Titak
Indiana
$165K 4,095 +650 +19%
DWM
335
Darwin Wealth Management
Florida
$155K 3,851 +16 +0.4%
CBT
336
Crews Bank & Trust
Florida
$143K 3,550 +3,550 New
VNA
337
Valley National Advisers
Pennsylvania
$135K 3,386 +852 +34%
DFA
338
DHJJ Financial Advisors
Illinois
$131K 3,253 -58 -2%
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K 3,250 +39 +1%
AssetMark Inc
340
AssetMark Inc
California
$120K 2,979 -63 -2%
PFA
341
Pillar Financial Advisors
Kentucky
$106K 2,625 +2,625 New
GI
342
GAMMA Investing
California
$103K 2,565
TFGT
343
TS Financial Group (TSFG)
Illinois
$98K 2,428 -1,150 -32%
HBW
344
Hazlett, Burt & Watson
West Virginia
$96K 2,391
PB
345
Pinnacle Bancorp
Nebraska
$95.9K 2,382
TCG
346
Transcendent Capital Group
Oklahoma
$88.6K 2,200
BTI
347
Blue Trust Inc
Georgia
$80.5K 2,000 +913 +84%
WT
348
Whittier Trust
California
$80.5K 2,000
MCM
349
MAI Capital Management
Ohio
$78.4K 1,947 +1,947 New
GWP
350
Gen-Wealth Partners
Michigan
$76.5K 1,900