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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 %
FFC
351
First Financial Corp
Indiana
$75.5K 1,875
BWL
352
Bogart Wealth LLC
Virginia
$73.8K 1,832
LC
353
Luminist Capital
Michigan
$59.6K 1,481 +1,481 New
PWA
354
Provenance Wealth Advisors
Florida
$58.5K 1,452
WIM
355
Westside Investment Management
California
$52.3K 1,300
RCM
356
Raleigh Capital Management
North Carolina
$48.4K 1,202 +12 +1%
SAM
357
Synergy Asset Management
Washington
$46.1K 1,100 +1,100 New
WWM
358
Wolff Wiese Magana
California
$45.7K 1,135
TLA
359
Tanglewood Legacy Advisors
Texas
$43.7K 1,085 +1,085 New
WTC
360
WhitTier Trust Company
Nevada
$40.3K 1,000
SWM
361
Sugarloaf Wealth Management
Georgia
$37.3K 926
MFT
362
Moisand Fitzgerald Tamayo
Florida
$37.2K 925
CIA
363
Cape Investment Advisory
Georgia
$36.2K 898
NSIM
364
North Star Investment Management
Illinois
$34.4K 855
AA
365
Addison Advisors
Vermont
$32.2K 800
SS
366
SBI Securities
Japan
$30.9K 768 +768 New
PFA
367
Pathway Financial Advisers
Indiana
$29.6K 736 +5 +0.7%
MWM
368
Mascoma Wealth Management
New Hampshire
$27.8K 691 +691 New
WI
369
Wintrust Investments
Illinois
$25K 637 +126 +25%
CAM
370
Creekmur Asset Management
Illinois
$22.5K 558
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$20.1K 500
AF
372
Advisornet Financial
Minnesota
$20K 498
NBT
373
Northwest Bank & Trust
Iowa
$16.2K 368
GTAM
374
Global Trust Asset Management
Florida
$16.1K 400 +400 New
AA
375
AlphaMark Advisors
Kentucky
$16K 400