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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$22.5M 673,383 -53,042 -7%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$20.6M 615,099 -7,644 -1%
BFG
28
Beacon Financial Group
Texas
$19.1M 534,797 +71,050 +15%
PFS
29
Prospera Financial Services
Texas
$16.7M 500,529 +9,574 +2%
PAG
30
Private Advisor Group
New Jersey
$16.1M 482,521 -120,529 -20%
AWM
31
AE Wealth Management
Kansas
$13.7M 409,534 -385,360 -48%
SEP
32
Southland Equity Partners
Missouri
$13.6M 407,741 +4,211 +1%
HighTower Advisors
33
HighTower Advisors
Illinois
$12.2M 363,860 -62,025 -15%
SMF
34
Sterling Manor Financial
New York
$11.4M 341,544 +41,674 +14%
AC
35
AIFG Consultants
New York
$11.2M 334,571 -29,161 -8%
IWC
36
Integrated Wealth Concepts
Massachusetts
$11.1M 333,310 -9,370 -3%
KAS
37
Kestra Advisory Services
Texas
$10.4M 309,648 -129,595 -30%
HA
38
HC Advisors
Georgia
$10.2M 305,121 +6,130 +2%
HI
39
Harbour Investments
Wisconsin
$9.7M 289,972 -5,199 -2%
AAS
40
Avantax Advisory Services
Texas
$9.26M 277,002 -20,757 -7%
IGWM
41
ICA Group Wealth Management
Colorado
$9.2M 275,081 +43,177 +19%
ECA
42
Elevated Capital Advisors
Utah
$9.06M 270,923 +161,913 +149%
SWAG
43
Spectrum Wealth Advisory Group
California
$8.67M 259,140 +4,052 +2%
SPC
44
Sigma Planning Corp
Michigan
$7.49M 223,893 -49,194 -18%
AF
45
Allworth Financial
California
$7.16M 214,048 -12,271 -5%
FAIM
46
Financial Advocates Investment Management
Washington
$7.03M 210,272 +18,533 +10%
Mariner
47
Mariner
Kansas
$6.85M 204,734 -82,896 -29%
First Trust Advisors
48
First Trust Advisors
Illinois
$6.72M 200,898 -93,782 -32%
VF
49
Virtu Financial
New York
$6.68M 199,708 +81,134 +68%
DADC
50
D.A. Davidson & Co
Montana
$6.49M 194,214 +16,403 +9%