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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
CAM
51
Cozad Asset Management
Illinois
$5.73M 159,825 -23,486 -13%
JWA
52
JFS Wealth Advisors
Pennsylvania
$5.7M 158,803 -383 -0.2%
LS
53
Leelyn Smith
Illinois
$5.58M 155,490 -10,239 -6%
AC
54
AIFG Consultants
New York
$5.47M 152,487 -182,084 -54%
AA
55
Advisory Alpha
Michigan
$5.46M 152,128 +6,529 +4%
M1FG
56
Mach-1 Financial Group
Arkansas
$5.36M 149,395 -38,827 -21%
HIS
57
Harvest Investment Services
Illinois
$5.22M 145,575 +746 +0.5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$5.19M 144,550 -16,320 -10%
PWA
59
PCG Wealth Advisors
Kansas
$5.11M 142,428 -18,245 -11%
NA
60
NewEdge Advisors
Louisiana
$5.05M 140,487 -36,850 -21%
MML Investors Services
61
MML Investors Services
Massachusetts
$4.96M 138,263 -54,792 -28%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$4.89M 136,285 -2,023 -1%
IWC
63
Integrated Wealth Concepts
Massachusetts
$4.7M 130,855 -202,455 -61%
AWS
64
Atria Wealth Solutions
New York
$4.68M 130,445 -63,505 -33%
IAIM
65
International Assets Investment Management
Florida
$4.65M 129,523 +20,271 +19%
AI
66
Atria Investments
North Carolina
$4.3M 119,971 -48,564 -29%
WEG
67
World Equity Group
Illinois
$4.21M 116,680 -227 -0.2%
HA
68
HFG Advisors
Ohio
$4.17M 116,292 -2,871 -2%
ARC
69
Advisor Resource Council
Texas
$4.17M 116,104 +92,444 +391%
SFG
70
SNS Financial Group
Minnesota
$4.13M 115,061 -3,124 -3%
CIA
71
Concurrent Investment Advisors
Florida
$4.09M 114,073 +114,073 New
WIA
72
Wetzel Investment Advisors
Indiana
$4.07M 113,293 +113,293 New
BWA
73
BlueChip Wealth Advisors
Georgia
$3.93M 109,614 +109,614 New
GWM
74
GDS Wealth Management
Texas
$3.82M 106,595 -24,443 -19%
BCI
75
Brinker Capital Investments
Pennsylvania
$3.81M 103,950 -18,269 -15%