FDL icon

First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$16.3M 430,386 +23,888 +6%
PAG
27
Private Advisor Group
New Jersey
$16M 421,073 -119,137 -22%
BHB
28
Bank Hapoalim BM
Israel
$13.2M 348,000
HA
29
HC Advisors
Georgia
$13M 342,069 +630 +0.2%
KAS
30
Kestra Advisory Services
Texas
$12M 344,256 +9,025 +3%
SWAG
31
Spectrum Wealth Advisory Group
California
$10.6M 280,641 +14,598 +5%
HI
32
Harbour Investments
Wisconsin
$10.3M 270,961 -14,928 -5%
SPIA
33
Steward Partners Investment Advisory
New York
$8.82M 232,428 +392 +0.2%
NLP
34
Next Level Private
New York
$8.54M 225,279 +128,548 +133%
DADC
35
D.A. Davidson & Co
Montana
$8.4M 221,565 +2,615 +1%
AAS
36
Avantax Advisory Services
Texas
$8M 210,967 -62,974 -23%
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$7.75M 204,208 -6,486 -3%
AF
38
Allworth Financial
California
$7.42M 185,995 -593 -0.3%
PFS
39
Prospera Financial Services
Texas
$7.31M 192,535 -139,170 -42%
First Trust Advisors
40
First Trust Advisors
Illinois
$6.93M 182,792 +2,774 +2%
KCFA
41
Key Client Fiduciary Advisors
New Jersey
$6.89M 181,566 -1,696 -0.9%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$6.52M 171,847 -12,164 -7%
IGWM
43
ICA Group Wealth Management
Colorado
$6.42M 169,234 -223,838 -57%
M1FG
44
Mach-1 Financial Group
Arkansas
$6.4M 168,344 +10,183 +6%
MF
45
Manchester Financial
California
$6.29M 165,862 +24,998 +18%
BWA
46
BlueChip Wealth Advisors
Georgia
$5.97M 157,270 +29,341 +23%
JWA
47
JFS Wealth Advisors
Pennsylvania
$5.89M 155,262 +464 +0.3%
LS
48
Leelyn Smith
Illinois
$5.83M 153,663 -1,882 -1%
HPC
49
Hobart Private Capital
North Carolina
$5.67M 149,440 +42,059 +39%
CAM
50
Cozad Asset Management
Illinois
$5.66M 149,179 -3,093 -2%