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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
51
Cozad Asset Management
Illinois
$6.08M 144,946 -4,233 -3%
AAS
52
Avantax Advisory Services
Texas
$5.82M 138,663 -72,304 -34%
MML Investors Services
53
MML Investors Services
Massachusetts
$5.62M 133,850 +3,780 +3%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$5.52M 131,653 +7,539 +6%
FGA
55
Fortis Group Advisors
New Jersey
$5.33M 127,060 +110,529 +669%
WEG
56
World Equity Group
Illinois
$5.32M 126,788 +3,254 +3%
AC
57
AIFG Consultants
New York
$5.22M 124,498 -11,467 -8%
ECA
58
Elevated Capital Advisors
Utah
$5.03M 119,863 -1,339 -1%
HA
59
HFG Advisors
Ohio
$4.97M 118,576 +707 +0.6%
FHC
60
First Heartland Consultants
Missouri
$4.95M 117,959 -120,782 -51%
RL
61
Retireful LLC
Michigan
$4.87M 116,131 +116,131 New
NA
62
NewEdge Advisors
Louisiana
$4.69M 111,791 -12,525 -10%
WIA
63
Wetzel Investment Advisors
Indiana
$4.68M 111,602 -5,001 -4%
P
64
&Partners
Tennessee
$4.68M 111,472 +111,472 New
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$4.63M 110,313 -1,039 -0.9%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$4.6M 109,631 +74,151 +209%
KPWS
67
Kestra Private Wealth Services
Texas
$4.52M 107,715 +5,190 +5%
CIA
68
Concurrent Investment Advisors
Florida
$4.5M 107,210 +1,816 +2%
SWP
69
Stratos Wealth Partners
Ohio
$4.14M 98,782 +1,821 +2%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$3.96M 94,889 +75,187 +382%
IAA
71
Independent Advisor Alliance
North Carolina
$3.93M 93,669 +3,279 +4%
SFG
72
SNS Financial Group
Minnesota
$3.85M 91,732 -8,567 -9%
BAWM
73
Bennett Associates Wealth Management
Pennsylvania
$3.82M 91,072 +1,384 +2%
M1FG
74
Mach-1 Financial Group
Arkansas
$3.81M 90,871 -77,473 -46%
IRC
75
Investors Research Corp
Georgia
$3.74M 89,106 +9,041 +11%