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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
51
Cozad Asset Management
Illinois
$4.91M 152,949 +8,588 +6%
RA
52
RFG Advisory
Alabama
$4.9M 134,514 +114,831 +583%
SPIA
53
Steward Partners Investment Advisory
New York
$4.87M 151,521 +103,059 +213%
LS
54
Leelyn Smith
Illinois
$4.85M 151,046 +3,616 +2%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$4.76M 148,294 +148,294 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4.7M 146,189 +12,294 +9%
DADC
57
D.A. Davidson & Co
Montana
$4.68M 145,540 +9,860 +7%
AWS
58
Atria Wealth Solutions
New York
$4.58M 142,555 +27,348 +24%
CPFP
59
Clear Perspectives Financial Planning
Ohio
$4.39M 136,640 +102,900 +305%
SPC
60
Sigma Planning Corp
Michigan
$4.26M 132,418 +57,630 +77%
AC
61
Avestar Capital
New York
$4.24M 131,847 +4,824 +4%
ASN
62
Advisory Services Network
Georgia
$4.09M 127,174 +12,986 +11%
PA
63
PSI Advisors
Florida
$3.96M 123,361 +110,861 +887%
IA
64
IFP Advisors
Florida
$3.93M 136,656 +9,169 +7%
KIG
65
Kowal Investment Group
Wisconsin
$3.76M 116,884 +105,541 +930%
RA
66
RiverTree Advisors
Florida
$3.67M 114,148 +114,148 New
CAM
67
Concorde Asset Management
Michigan
$3.31M 102,954 +102,954 New
US Bancorp
68
US Bancorp
Minnesota
$3.28M 101,928 +5,158 +5%
HIS
69
Harvest Investment Services
Illinois
$3.24M 100,907 -2,451 -2%
HI
70
Harbour Investments
Wisconsin
$3.23M 91,812
Goldman Sachs
71
Goldman Sachs
New York
$3.22M 100,226 +54,246 +118%
PFS
72
Prospera Financial Services
Texas
$3.05M 94,886 +74,739 +371%
OPS
73
Orion Portfolio Solutions
Nebraska
$3.03M 94,194 +46,523 +98%
PWM
74
Pacific Wealth Management
California
$2.97M 92,287 -149 -0.2%
FHA
75
Flagship Harbor Advisors
Massachusetts
$2.92M 90,744 +51,865 +133%