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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
BFG
26
Beacon Financial Group
Texas
$19.1M 531,757 -3,040 -0.6%
PAG
27
Private Advisor Group
New Jersey
$18.6M 519,014 +36,493 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$16.4M 457,709 +93,849 +26%
SEP
29
Southland Equity Partners
Missouri
$14.4M 401,818 -5,923 -1%
IGWM
30
ICA Group Wealth Management
Colorado
$13.9M 387,005 +111,924 +41%
KAS
31
Kestra Advisory Services
Texas
$12.1M 336,321 +26,673 +9%
AWM
32
AE Wealth Management
Kansas
$12M 329,089 -80,445 -20%
PFS
33
Prospera Financial Services
Texas
$11.5M 320,419 -180,110 -36%
HA
34
HC Advisors
Georgia
$10.6M 296,799 -8,322 -3%
SMF
35
Sterling Manor Financial
New York
$10.3M 287,712 -53,832 -16%
HI
36
Harbour Investments
Wisconsin
$10.2M 283,338 -6,634 -2%
ECA
37
Elevated Capital Advisors
Utah
$9.72M 270,822 -101 -0%
SWAG
38
Spectrum Wealth Advisory Group
California
$9.38M 261,300 +2,160 +0.8%
AAS
39
Avantax Advisory Services
Texas
$9.37M 261,143 -15,859 -6%
SPIA
40
Steward Partners Investment Advisory
New York
$8.6M 239,679 -433,704 -64%
DADC
41
D.A. Davidson & Co
Montana
$7.87M 219,373 +25,159 +13%
FAIM
42
Financial Advocates Investment Management
Washington
$7.46M 208,027 -2,245 -1%
First Trust Advisors
43
First Trust Advisors
Illinois
$6.91M 192,537 -8,361 -4%
AF
44
Allworth Financial
California
$6.82M 189,980 -24,068 -11%
KCFA
45
Key Client Fiduciary Advisors
New Jersey
$6.56M 182,853 -4,031 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$6.51M 181,476 +56,780 +46%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$6.45M 179,662 -2,166,792 -92%
SL
48
Salomon & Ludwin
Virginia
$6.27M 187,535
BWM
49
Bulltick Wealth Management
Florida
$6.26M 174,425 -4,985 -3%
AOG
50
Alpha Omega Group
Virginia
$5.83M 162,390 -6,492 -4%