FDL icon

First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
LAS
351
LWM Advisory Services
Florida
-22,748 Closed
CW
352
CreativeOne Wealth
Kansas
-18,173 Closed
GS
353
GTS Securities
New York
-17,166 Closed
PWM
354
Prosperity Wealth Management
California
-16,156 Closed
AWA
355
Arete Wealth Advisors
Illinois
-14,652 Closed
TI
356
Trexquant Investment
Connecticut
-12,362 Closed
AWM
357
Accurate Wealth Management
Florida
-10,929 Closed
AFP
358
Ausdal Financial Partners
Iowa
-10,191 Closed
WP
359
Wealthspan Partners
Iowa
-10,064 Closed
OAM
360
Oppenheimer Asset Management
New York
-9,560 Closed
RA
361
RFG Advisory
Alabama
-9,151 Closed
NW
362
Naviter Wealth
Arkansas
-9,043 Closed
Lido Advisors
363
Lido Advisors
California
-8,836 Closed
HGWM
364
Horst & Graben Wealth Management
Oregon
-7,453 Closed
CBFP
365
Cedar Brook Financial Partners
Ohio
-7,322 Closed
SWM
366
SeaCrest Wealth Management
New York
-7,161 Closed
CCB
367
Cutter & Co Brokerage
Missouri
-7,046 Closed
CA
368
Calton & Associates
Florida
-6,852 Closed
HAS
369
HBW Advisory Services
California
-6,694 Closed
CWA
370
Clearview Wealth Advisors
Oregon
-4,596 Closed
WP
371
WealthPLAN Partners
Nebraska
-2,842 Closed
IPW
372
Impact Partnership Wealth
Georgia
-750 Closed
BF
373
BOK Financial
Oklahoma
-544 Closed
SIS
374
Sound Income Strategies
Florida
-249 Closed
WAM
375
Worth Asset Management
Texas
-197 Closed