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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$29.3M 824,648 +584,857 +244%
SPIA
27
Steward Partners Investment Advisory
New York
$25.5M 717,120 +74,061 +12%
AWM
28
AE Wealth Management
Kansas
$23.4M 659,556 -100,829 -13%
SPC
29
Sigma Planning Corp
Michigan
$23M 649,172 +212,498 +49%
PFS
30
Prospera Financial Services
Texas
$19.1M 536,460 +177,578 +49%
PAG
31
Private Advisor Group
New Jersey
$18.1M 510,205 +74,175 +17%
OCM
32
One Capital Management
California
$16M 450,773 -40,384 -8%
HighTower Advisors
33
HighTower Advisors
Illinois
$14.4M 405,105 +36,190 +10%
SEP
34
Southland Equity Partners
Missouri
$14.1M 397,551 +212 +0.1%
NA
35
NewEdge Advisors
Louisiana
$13.7M 386,313 +163,109 +73%
AC
36
AIFG Consultants
New York
$13.2M 370,671 -68,226 -16%
CM
37
Churchill Management
California
$13.2M 370,567 +20,785 +6%
IWC
38
Integrated Wealth Concepts
Massachusetts
$12.7M 357,460 +120,552 +51%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$12.6M 354,545 -85,607 -19%
WEG
40
World Equity Group
Illinois
$12.5M 104,901 -3,718 -3%
TFA
41
Teamwork Financial Advisors
Texas
$11.2M 316,739 -265,599 -46%
MML Investors Services
42
MML Investors Services
Massachusetts
$11.1M 311,929 -76,295 -20%
BFG
43
Beacon Financial Group
Texas
$10.9M 291,929 -14,107 -5%
F4L
44
Fortune 45 LLC
Louisiana
$10.9M 305,917 +14,632 +5%
First Trust Advisors
45
First Trust Advisors
Illinois
$10.6M 299,061 +62,217 +26%
HA
46
HC Advisors
Georgia
$10.6M 297,570 -1,647 -0.6%
KPWS
47
Kestra Private Wealth Services
Texas
$10.3M 291,010 +34,829 +14%
Mariner
48
Mariner
Kansas
$10.2M 286,509 +104,751 +58%
AWS
49
Atria Wealth Solutions
New York
$10.1M 284,648 +28,610 +11%
AAS
50
Avantax Advisory Services
Texas
$9.7M 273,116 +24,439 +10%