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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$8.77M 239,791 +216,868 +946%
RWA
52
Redhawk Wealth Advisors
Minnesota
$8.73M 238,792 +238,792 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$8.66M 236,908 +207,245 +699%
First Trust Advisors
54
First Trust Advisors
Illinois
$8.65M 236,844 +81,918 +53%
SFG
55
SNS Financial Group
Minnesota
$8.49M 232,295 -1,050 -0.4%
IGWM
56
ICA Group Wealth Management
Colorado
$8.26M 225,933 -95,269 -30%
AF
57
Allworth Financial
California
$7.95M 217,425 -7,180 -3%
FAIM
58
Financial Advocates Investment Management
Washington
$7.81M 213,641 +213,641 New
HI
59
Harbour Investments
Wisconsin
$7.71M 210,976 +119,164 +130%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$7.32M 200,254 +149,371 +294%
CAM
61
Cozad Asset Management
Illinois
$7.28M 199,259 +46,310 +30%
SL
62
Salomon & Ludwin
Virginia
$7.17M 196,108 -187 -0.1%
ES
63
Eagle Strategies
New York
$6.99M 191,220 +191,220 New
JWA
64
JFS Wealth Advisors
Pennsylvania
$6.98M 190,956 -698 -0.4%
BWM
65
Bulltick Wealth Management
Florida
$6.88M 188,235 -2,095 -1%
AI
66
Atria Investments
North Carolina
$6.71M 183,484 +4,228 +2%
KCFA
67
Key Client Fiduciary Advisors
New Jersey
$6.66M 182,216 +20,804 +13%
Mariner
68
Mariner
Kansas
$6.65M 181,758 +139,874 +334%
DADC
69
D.A. Davidson & Co
Montana
$6.46M 176,566 +31,026 +21%
VAS
70
Vestmark Advisory Solutions
Massachusetts
$6.19M 169,391 +108,931 +180%
MF
71
Manchester Financial
California
$6.09M 166,677 +7,021 +4%
SWP
72
Stratos Wealth Partners
Ohio
$6.07M 165,981 +115,436 +228%
GWM
73
Geneos Wealth Management
Colorado
$5.99M 163,937 +8,803 +6%
LS
74
Leelyn Smith
Illinois
$5.96M 163,054 +12,008 +8%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$5.76M 157,625 +67,729 +75%