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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 %
MSFP
376
Mark Sheptoff Financial Planning
Connecticut
$14.1K 350
SIS
377
Sound Income Strategies
Florida
$14.1K 350 +186 +113%
CWM
378
Copia Wealth Management
Oregon
$12.8K 318 +318 New
OC
379
Oarsman Capital
Wisconsin
$12.1K 300 +300 New
NB
380
NBT Bank
New York
$11.9K 295
CPL
381
Capital & Planning LLC
Georgia
$11.5K 286 +286 New
KFI
382
Key Financial Inc
Pennsylvania
$11.4K 283
FP
383
Financial Perspectives
Minnesota
$11.1K 275
GM
384
GeoWealth Management
Illinois
$10.7K 267 -2,263 -89%
ME
385
McIlrath & Eck
Washington
$8.05K 200
BC
386
Barrett & Company
Rhode Island
$8.05K 200 +200 New
HNB
387
Hilltop National Bank
Wyoming
$7.21K 179
TRCT
388
Tower Research Capital (TRC)
New York
$5.64K 140
TCM
389
TD Capital Management
Tennessee
$5.46K 136 +136 New
Russell Investments Group
390
Russell Investments Group
United Kingdom
$4.43K 110 +49 +80%
BTD
391
BankPlus Trust Department
Mississippi
$4.43K 110 +110 New
NWM
392
Nova Wealth Management
Florida
$4.32K 107 +107 New
T
393
Tidemark
California
$4.11K 102
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$4.03K 100 +100 New
WTFG
395
Wood Tarver Financial Group
Idaho
$4K 121 +121 New
VHAM
396
Van Hulzen Asset Management
California
$2.11K 52 +52 New
NS
397
NBC Securities
Alabama
$1.23K 30 -30,284 -100%
CMP
398
Coston McIsaac & Partners
Maine
$1K 36
T
399
Transce3nd
Texas
$362 9 +9 New
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$210 5