FDL icon

First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
VF
76
Virtu Financial
New York
$5.95M 167,548 +167,548 New
MF
77
Manchester Financial
California
$5.92M 166,635 -42 -0%
PWA
78
PCG Wealth Advisors
Kansas
$5.83M 164,204 +85,164 +108%
SWP
79
Stratos Wealth Partners
Ohio
$5.63M 158,525 -7,456 -4%
AOG
80
Alpha Omega Group
Virginia
$5.56M 156,564 +1,501 +1%
AC
81
Avestar Capital
New York
$5.06M 142,554 +5,007 +4%
RA
82
RFG Advisory
Alabama
$4.98M 140,315 +1,071 +0.8%
ASN
83
Advisory Services Network
Georgia
$4.97M 139,860 -1,764 -1%
OPS
84
Orion Portfolio Solutions
Nebraska
$4.93M 138,887 +11,592 +9%
BCI
85
Brinker Capital Investments
Pennsylvania
$4.93M 138,887 +138,887 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$4.9M 137,937 -19,688 -12%
PA
87
PSI Advisors
Florida
$4.79M 134,797 +9,357 +7%
NLP
88
Next Level Private
New York
$4.72M 132,961 +38,132 +40%
FIA
89
Foundations Investment Advisors
Arizona
$4.65M 131,006 -2,092 -2%
HA
90
HFG Advisors
Ohio
$4.4M 124,083 +2,115 +2%
MWM
91
Mattern Wealth Management
Kansas
$4.4M 123,828 +123,828 New
TC
92
TownSquare Capital
Utah
$4.37M 123,089 +35,307 +40%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$4.36M 122,928 +88,056 +253%
RA
94
RiverTree Advisors
Florida
$4.26M 119,979 +10,328 +9%
PWM
95
Pacific Wealth Management
California
$4.03M 113,595 +6,525 +6%
GWM
96
Geneos Wealth Management
Colorado
$3.95M 111,274 -52,663 -32%
DC
97
Davenport & Co
Virginia
$3.91M 110,136 +42,163 +62%
MOS
98
MGO One Seven
Ohio
$3.71M 104,600 -3,184 -3%
HIS
99
Harvest Investment Services
Illinois
$3.61M 101,673 +5,022 +5%
OC
100
Oppenheimer & Co
New York
$3.59M 101,116 +22,551 +29%