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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
26
Teamwork Financial Advisors
Texas
$21.3M 582,338 +46,625 +9%
SI
27
Stephens Inc
Arkansas
$20.9M 572,438 +74,457 +15%
OCM
28
One Capital Management
California
$18M 491,157 +317,562 +183%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$16.1M 440,152 +33,590 +8%
AC
30
AIFG Consultants
New York
$16M 438,897 +438,897 New
SPC
31
Sigma Planning Corp
Michigan
$16M 436,674 +304,256 +230%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$15.8M 433,094 +433,094 New
SFWA
33
Summit Financial Wealth Advisors
Louisiana
$15.3M 418,927 +22,228 +6%
SEP
34
Southland Equity Partners
Missouri
$14.5M 397,339 -1,873 -0.5%
MML Investors Services
35
MML Investors Services
Massachusetts
$14.2M 388,224 +94,323 +32%
HighTower Advisors
36
HighTower Advisors
Illinois
$13.5M 368,915 -60,196 -14%
Jane Street
37
Jane Street
New York
$13.3M 364,169 +364,169 New
PFS
38
Prospera Financial Services
Texas
$13.1M 358,882 +263,996 +278%
CM
39
Churchill Management
California
$12.8M 349,782 +349,782 New
SMF
40
Sterling Manor Financial
New York
$11.8M 322,397 +12 +0%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$11.7M 320,635 +174,446 +119%
BFG
42
Beacon Financial Group
Texas
$11.7M 306,036 +74,377 +32%
GWM
43
GDS Wealth Management
Texas
$11.2M 305,777 -101,919 -25%
HA
44
HC Advisors
Georgia
$10.9M 299,217 +21,405 +8%
F4L
45
Fortune 45 LLC
Louisiana
$10.6M 291,285 +3,307 +1%
Goldman Sachs
46
Goldman Sachs
New York
$10.4M 284,009 +183,783 +183%
KPWS
47
Kestra Private Wealth Services
Texas
$9.37M 256,181 +205,978 +410%
AWS
48
Atria Wealth Solutions
New York
$9.36M 256,038 +113,483 +80%
AAS
49
Avantax Advisory Services
Texas
$9.09M 248,677 +27,396 +12%
SWAG
50
Spectrum Wealth Advisory Group
California
$8.84M 241,771 -2,032 -0.8%