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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPFP
76
Clear Perspectives Financial Planning
Ohio
$5.74M 156,962 +20,322 +15%
GLA
77
Good Life Advisors
Pennsylvania
$5.72M 156,557 +156,557 New
AOG
78
Alpha Omega Group
Virginia
$5.67M 155,063 +146,531 +1,717%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$5.55M 151,807 +3,513 +2%
PFG
80
Prosperity Financial Group
California
$5.55M 151,688 +151,688 New
M1FG
81
Mach-1 Financial Group
Arkansas
$5.43M 148,594 +145,463 +4,646%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$5.4M 147,716 +147,716 New
RA
83
RFG Advisory
Alabama
$5.27M 139,244 +4,730 +4%
EH
84
Equitable Holdings
New York
$5.2M 142,098 +51,432 +57%
ASN
85
Advisory Services Network
Georgia
$5.18M 141,624 +14,450 +11%
AC
86
Avestar Capital
New York
$5.03M 137,547 +5,700 +4%
LAS
87
LWM Advisory Services
Florida
$4.97M 135,851 +135,851 New
FIA
88
Foundations Investment Advisors
Arizona
$4.87M 133,098 +82,473 +163%
OPS
89
Orion Portfolio Solutions
Nebraska
$4.65M 127,295 +33,101 +35%
PA
90
PSI Advisors
Florida
$4.59M 125,440 +2,079 +2%
HA
91
HFG Advisors
Ohio
$4.46M 121,968 +37,412 +44%
EA
92
Ergawealth Advisors
Illinois
$4.15M 113,485 +113,485 New
Baird Financial Group
93
Baird Financial Group
Wisconsin
$4.11M 112,392 +42,152 +60%
US Bancorp
94
US Bancorp
Minnesota
$4.07M 111,429 +9,501 +9%
RA
95
RiverTree Advisors
Florida
$4.01M 109,651 -4,497 -4%
WEG
96
World Equity Group
Illinois
$3.97M 108,619 +108,619 New
MOS
97
MGO One Seven
Ohio
$3.94M 107,784 -12,859 -11%
PWM
98
Pacific Wealth Management
California
$3.91M 107,070 +14,783 +16%
IA
99
IFP Advisors
Florida
$3.78M 131,700 -4,956 -4%
NLP
100
Next Level Private
New York
$3.55M 94,829 +94,829 New