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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
BC
351
Barrett & Company
Rhode Island
$7.18K 200
ME
352
McIlrath & Eck
Washington
$7.18K 200
IHWM
353
Iron Horse Wealth Management
Iowa
$4.92K 137 +137 New
BWM
354
Baystate Wealth Management
Massachusetts
$3.68K 102 -59 -37%
T
355
Tidemark
California
$3.66K 102 +102 New
DWMG
356
DB Wealth Management Group
California
$2.01K 56
CMP
357
Coston McIsaac & Partners
Maine
$1K 36
HNB
358
Huntington National Bank
Ohio
CM
359
Churchill Management
California
-149,361 Closed
PWM
360
Pacific Wealth Management
California
-117,501 Closed
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
-59,131 Closed
OWM
362
OneAscent Wealth Management
Alabama
-55,667 Closed
NEWAS
363
N.E.W. Advisory Services
Wisconsin
-38,237 Closed
Two Sigma Investments
364
Two Sigma Investments
New York
-33,391 Closed
SIS
365
Strategic Investment Solutions
Illinois
-31,500 Closed
KIA
366
KCM Investment Advisors
California
-13,509 Closed
HA
367
Herold Advisors
New York
-12,626 Closed
Millennium Management
368
Millennium Management
New York
-12,508 Closed
DWM
369
Darwin Wealth Management
Florida
-12,279 Closed
PWP
370
Pursue Wealth Partners
California
-10,000 Closed
GA
371
GSG Advisors
New Jersey
-9,756 Closed
AFG
372
Atomi Financial Group
New York
-8,860 Closed
TA
373
TrueWealth Advisors
Alabama
-8,695 Closed
CRWM
374
Castle Rock Wealth Management
California
-8,612 Closed
AO
375
Advisor OS
Illinois
-7,882 Closed