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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
HIS
51
Harvest Investment Services
Illinois
$5.45M 143,725 +28 +0%
AC
52
AIFG Consultants
New York
$5.16M 135,965 -14,222 -9%
MML Investors Services
53
MML Investors Services
Massachusetts
$4.93M 130,070 -4,467 -3%
IAIM
54
International Assets Investment Management
Florida
$4.91M 129,382 -2,609 -2%
NA
55
NewEdge Advisors
Louisiana
$4.72M 124,316 -10,338 -8%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$4.71M 124,114 +10,338 +9%
WEG
57
World Equity Group
Illinois
$4.69M 123,534 +50,201 +68%
ECA
58
Elevated Capital Advisors
Utah
$4.6M 121,202 -162,030 -57%
IWC
59
Integrated Wealth Concepts
Massachusetts
$4.56M 120,190 -16,889 -12%
WIA
60
Wetzel Investment Advisors
Indiana
$4.49M 116,603 +191 +0.2%
HA
61
HFG Advisors
Ohio
$4.47M 117,869 -2,756 -2%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$4.22M 111,352 -7,720 -6%
EH
63
Equitable Holdings
New York
$4.12M 108,614 +2,530 +2%
GS
64
GTS Securities
New York
$4.12M 108,545 +108,545 New
CIA
65
Concurrent Investment Advisors
Florida
$4M 105,394 -2,243 -2%
KPWS
66
Kestra Private Wealth Services
Texas
$3.89M 102,525 +5,333 +5%
SFG
67
SNS Financial Group
Minnesota
$3.8M 100,299 -3,093 -3%
Goldman Sachs
68
Goldman Sachs
New York
$3.78M 99,672 +87,120 +694%
SWP
69
Stratos Wealth Partners
Ohio
$3.68M 96,961 +7,777 +9%
SL
70
Salomon & Ludwin
Virginia
$3.61M 95,789 -77,902 -45%
Mariner
71
Mariner
Kansas
$3.51M 92,634 +4,517 +5%
SPC
72
Sigma Planning Corp
Michigan
$3.48M 91,763 -6,046 -6%
IAA
73
Independent Advisor Alliance
North Carolina
$3.43M 90,390 +2,711 +3%
BAWM
74
Bennett Associates Wealth Management
Pennsylvania
$3.4M 89,688 -1,588 -2%
AWS
75
Atria Wealth Solutions
New York
$3.37M 88,845 -17,774 -17%