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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$6.49M 193,950 -26,602 -12%
MML Investors Services
52
MML Investors Services
Massachusetts
$6.46M 193,055 -54,729 -22%
M1FG
53
Mach-1 Financial Group
Arkansas
$6.29M 188,222 -161,271 -46%
SL
54
Salomon & Ludwin
Virginia
$6.27M 187,535 -2,828 -1%
KCFA
55
Key Client Fiduciary Advisors
New Jersey
$6.25M 186,884 -1,881 -1%
CAM
56
Cozad Asset Management
Illinois
$6.13M 183,311 -8,312 -4%
BWM
57
Bulltick Wealth Management
Florida
$6M 179,410 -8,000 -4%
NA
58
NewEdge Advisors
Louisiana
$5.93M 177,337 -27,131 -13%
AOG
59
Alpha Omega Group
Virginia
$5.65M 168,882 +7,108 +4%
AI
60
Atria Investments
North Carolina
$5.64M 168,535 +62,859 +59%
LS
61
Leelyn Smith
Illinois
$5.54M 165,729 +1,950 +1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$5.38M 160,870 +160,870 New
PWA
63
PCG Wealth Advisors
Kansas
$5.37M 160,673 -15,748 -9%
JWA
64
JFS Wealth Advisors
Pennsylvania
$5.32M 159,186 -7,273 -4%
HF
65
HRT Financial
New York
$5.3M 158,620 -7,397 -4%
CM
66
Churchill Management
California
$4.99M 149,361 -195,551 -57%
AA
67
Advisory Alpha
Michigan
$4.87M 145,599 +3,927 +3%
HIS
68
Harvest Investment Services
Illinois
$4.84M 144,829 +37,354 +35%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$4.63M 138,308 +138,308 New
CA
70
Crumly & Associates
Illinois
$4.62M 138,140 +4,294 +3%
EA
71
Ergawealth Advisors
Illinois
$4.55M 135,927 -51,941 -28%
GWM
72
GDS Wealth Management
Texas
$4.38M 131,038 -20,161 -13%
EH
73
Equitable Holdings
New York
$4.26M 127,508 -10,481 -8%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4.17M 124,696 -14,343 -10%
BCI
75
Brinker Capital Investments
Pennsylvania
$4.09M 122,219 -7,138 -6%