FDL icon

First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$9.06M 255,276 +44,300 +21%
VAS
52
Vestmark Advisory Solutions
Massachusetts
$8.85M 249,182 +79,791 +47%
EH
53
Equitable Holdings
New York
$8.58M 241,741 +99,643 +70%
SFG
54
SNS Financial Group
Minnesota
$8.04M 226,560 -5,735 -2%
DADC
55
D.A. Davidson & Co
Montana
$7.79M 219,472 +42,906 +24%
AF
56
Allworth Financial
California
$7.65M 215,428 -1,997 -0.9%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$7.52M 211,932 +11,678 +6%
ES
58
Eagle Strategies
New York
$7.49M 210,964 +19,744 +10%
FAIM
59
Financial Advocates Investment Management
Washington
$7.46M 210,157 -3,484 -2%
IGWM
60
ICA Group Wealth Management
Colorado
$7.34M 206,866 -19,067 -8%
SWAG
61
Spectrum Wealth Advisory Group
California
$7.27M 204,912 -36,859 -15%
AI
62
Atria Investments
North Carolina
$7.15M 201,474 +17,990 +10%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$6.99M 197,016 +45,209 +30%
CAM
64
Cozad Asset Management
Illinois
$6.99M 197,014 -2,245 -1%
SL
65
Salomon & Ludwin
Virginia
$6.93M 195,290 -818 -0.4%
KCFA
66
Key Client Fiduciary Advisors
New Jersey
$6.87M 193,521 +11,305 +6%
BWM
67
Bulltick Wealth Management
Florida
$6.68M 188,235
JWA
68
JFS Wealth Advisors
Pennsylvania
$6.53M 183,864 -7,092 -4%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$6.28M 176,800 +162,097 +1,102%
GLA
70
Good Life Advisors
Pennsylvania
$6.27M 176,567 +20,010 +13%
EA
71
Ergawealth Advisors
Illinois
$6.17M 173,744 +60,259 +53%
SMF
72
Sterling Manor Financial
New York
$6.16M 173,399 -148,998 -46%
GWM
73
GDS Wealth Management
Texas
$6.14M 172,848 -132,929 -43%
CAM
74
Concorde Asset Management
Michigan
$6.07M 171,022 +107,490 +169%
LS
75
Leelyn Smith
Illinois
$6M 168,997 +5,943 +4%