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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
LS
51
Leelyn Smith
Illinois
$5.99M 155,545 +55 +0%
JWA
52
JFS Wealth Advisors
Pennsylvania
$5.96M 154,798 -4,005 -3%
CAM
53
Cozad Asset Management
Illinois
$5.86M 152,272 -7,553 -5%
AC
54
AIFG Consultants
New York
$5.78M 150,187 -2,300 -2%
RL
55
Retireful LLC
Michigan
$5.56M 144,458 +144,458 New
HIS
56
Harvest Investment Services
Illinois
$5.53M 143,697 -1,878 -1%
MF
57
Manchester Financial
California
$5.42M 140,864 +50,275 +55%
IWC
58
Integrated Wealth Concepts
Massachusetts
$5.27M 137,079 +6,224 +5%
NA
59
NewEdge Advisors
Louisiana
$5.18M 134,654 -5,833 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.18M 134,537 -3,726 -3%
IAIM
61
International Assets Investment Management
Florida
$5.06M 131,991 +2,468 +2%
BWA
62
BlueChip Wealth Advisors
Georgia
$4.92M 127,929 +18,315 +17%
HA
63
HFG Advisors
Ohio
$4.64M 120,625 +4,333 +4%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$4.58M 119,072 -17,213 -13%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$4.38M 113,776 +14,659 +15%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$4.27M 110,936 +101,770 +1,110%
WIA
67
Wetzel Investment Advisors
Indiana
$4.26M 116,412 +3,119 +3%
CIA
68
Concurrent Investment Advisors
Florida
$4.14M 107,637 -6,436 -6%
HPC
69
Hobart Private Capital
North Carolina
$4.13M 107,381 +30,334 +39%
AWS
70
Atria Wealth Solutions
New York
$4.1M 106,619 -23,826 -18%
EH
71
Equitable Holdings
New York
$4.08M 106,084 +9,517 +10%
SFG
72
SNS Financial Group
Minnesota
$3.98M 103,392 -11,669 -10%
PWA
73
PCG Wealth Advisors
Kansas
$3.9M 101,351 -41,077 -29%
SPC
74
Sigma Planning Corp
Michigan
$3.76M 97,809 +39,190 +67%
KPWS
75
Kestra Private Wealth Services
Texas
$3.74M 97,192 -2,665 -3%