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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EH
76
Equitable Holdings
New York
$2.91M 90,666 +17,495 +24%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$2.89M 89,896 +2,570 +3%
TC
78
TownSquare Capital
Utah
$2.79M 86,874 +267 +0.3%
OFS
79
OneAscent Financial Services
Alabama
$2.75M 85,650 +60,314 +238%
SIM
80
Seaview Investment Managers
Florida
$2.73M 84,956 +84,956 New
HA
81
HFG Advisors
Ohio
$2.72M 84,556 +2,176 +3%
1WM
82
1900 Wealth Management
Texas
$2.65M 82,592 +7,085 +9%
FEM
83
Fulcrum Equity Management
Texas
$2.65M 82,379 -3,782 -4%
IRC
84
Investors Research Corp
Georgia
$2.44M 75,821 -849 -1%
TCWM
85
Total Clarity Wealth Management
Illinois
$2.43M 75,761
Baird Financial Group
86
Baird Financial Group
Wisconsin
$2.26M 70,240 -20,351 -22%
BRWA
87
B. Riley Wealth Advisors
Florida
$2.16M 67,214 +2,615 +4%
OC
88
Oppenheimer & Co
New York
$2.15M 67,034 +10,573 +19%
BFS
89
Bickling Financial Services
Massachusetts
$2.14M 66,599 +272 +0.4%
SOS
90
Silver Oak Securities
Tennessee
$2M 59,726 +47,732 +398%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$1.94M 60,460 +38,586 +176%
DC
92
Davenport & Co
Virginia
$1.9M 59,228 +18,452 +45%
B
93
Bensler
Washington
$1.89M 58,825 +12,019 +26%
QCIG
94
Quad-Cities Investment Group
Iowa
$1.81M 56,442 +3,154 +6%
GVAG
95
Great Valley Advisor Group
Delaware
$1.75M 54,444 +2,257 +4%
OIA
96
OneDigital Investment Advisors
Kansas
$1.74M 54,138 +3,155 +6%
JWCA
97
J.W. Cole Advisors
Florida
$1.72M 53,617 +13,833 +35%
SIG
98
Sargent Investment Group
Maryland
$1.69M 49,564 +574 +1%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.65M 51,416 -9,897 -16%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$1.64M 50,883 +10,661 +27%