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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
26
GDS Wealth Management
Texas
$13.1M 407,696 +407,696 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$13.1M 406,562 +55,418 +16%
SEP
28
Southland Equity Partners
Missouri
$12.8M 399,212 +3,066 +0.8%
SMF
29
Sterling Manor Financial
New York
$10.4M 322,385 +5,236 +2%
IGWM
30
ICA Group Wealth Management
Colorado
$10.3M 321,202 +7,160 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$9.44M 293,901 +108,664 +59%
F4L
32
Fortune 45 LLC
Louisiana
$9.25M 287,978 +287,978 New
HA
33
HC Advisors
Georgia
$8.93M 277,812 -5,880 -2%
PAG
34
Private Advisor Group
New Jersey
$8.51M 264,983 +127,179 +92%
BFG
35
Beacon Financial Group
Texas
$8.01M 231,659 -5,784 -2%
SWAG
36
Spectrum Wealth Advisory Group
California
$7.83M 243,803 -263 -0.1%
SFG
37
SNS Financial Group
Minnesota
$7.5M 233,345 +21,215 +10%
AF
38
Allworth Financial
California
$7.22M 224,605 -6,712 -3%
AAS
39
Avantax Advisory Services
Texas
$7.11M 221,281 +70,900 +47%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$6.4M 199,187 +185,122 +1,316%
NA
41
NewEdge Advisors
Louisiana
$6.39M 198,714 +107,439 +118%
SL
42
Salomon & Ludwin
Virginia
$6.31M 196,295 -1,376 -0.7%
JWA
43
JFS Wealth Advisors
Pennsylvania
$6.16M 191,654 -3,140 -2%
BWM
44
Bulltick Wealth Management
Florida
$6.12M 190,330
AI
45
Atria Investments
North Carolina
$5.76M 179,256 +68,347 +62%
OCM
46
One Capital Management
California
$5.58M 173,595 -911,307 -84%
KCFA
47
Key Client Fiduciary Advisors
New Jersey
$5.19M 161,412 +1,094 +0.7%
MF
48
Manchester Financial
California
$5.13M 159,656 +159,656 New
GWM
49
Geneos Wealth Management
Colorado
$4.98M 155,134 -25,640 -14%
First Trust Advisors
50
First Trust Advisors
Illinois
$4.97M 154,926 +15,281 +11%