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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
HNB
351
Hilltop National Bank
Wyoming
$6.89K 179 +179 New
T
352
Tidemark
California
$3.92K 102
CP
353
Castleview Partners
Texas
$3.89K 101 -193 -66%
WAS
354
Winch Advisory Services
Wisconsin
$3.88K 101 +101 New
FFWA
355
FRG Family Wealth Advisors
Washington
$2.27K 61 +61 New
IPW
356
Impact Partnership Wealth
Georgia
$1.19K 31 +31 New
CMP
357
Coston McIsaac & Partners
Maine
$1K 36
HT
358
Headlands Technologies
Illinois
$115 3 +3 New
HNB
359
Huntington National Bank
Ohio
UBS Group
360
UBS Group
Switzerland
-1,616,488 Closed
SMF
361
Sterling Manor Financial
New York
-287,712 Closed
BWM
362
Bulltick Wealth Management
Florida
-174,425 Closed
B
363
Bensler
Washington
-92,999 Closed
KA
364
Kure Advisory
Minnesota
-90,099 Closed
GCP
365
GSA Capital Partners
United Kingdom
-74,200 Closed
Bank of Nova Scotia
366
Bank of Nova Scotia
Ontario, Canada
-25,405 Closed
MI
367
Motiv8 Investments
Florida
-22,797 Closed
KA
368
Kovack Advisors
Florida
-15,563 Closed
NW
369
NewEdge Wealth
Pennsylvania
-14,733 Closed
FFN
370
Focus Financial Network
Minnesota
-12,734 Closed
ZF
371
Zega Financial
Florida
-12,451 Closed
OFS
372
OneAscent Financial Services
Alabama
-12,201 Closed
PAS
373
Park Avenue Securities
New York
-11,275 Closed
BFA
374
Beacon Financial Advisory
Ohio
-8,103 Closed
TI
375
Trexquant Investment
Connecticut
-6,874 Closed