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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$4.09M 122,219 -7,138 -6%
HA
77
HFG Advisors
Ohio
$3.98M 119,163 -3,671 -3%
SFG
78
SNS Financial Group
Minnesota
$3.95M 118,185 -27,860 -19%
PWM
79
Pacific Wealth Management
California
$3.93M 117,501 +5,700 +5%
WEG
80
World Equity Group
Illinois
$3.9M 116,907 -12,888 -10%
TFA
81
Teamwork Financial Advisors
Texas
$3.77M 112,871 -156,418 -58%
IAIM
82
International Assets Investment Management
Florida
$3.64M 109,252 +9,048 +9%
TC
83
TownSquare Capital
Utah
$3.57M 106,774 -16,626 -13%
NLP
84
Next Level Private
New York
$3.3M 100,454 -29,088 -22%
OC
85
Oppenheimer & Co
New York
$3.26M 97,623 -2,625 -3%
MF
86
Manchester Financial
California
$3.21M 96,089 -17,466 -15%
ASN
87
Advisory Services Network
Georgia
$3.2M 95,712 -23,996 -20%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$3.15M 94,220 -4,741 -5%
CFD
89
Creative Financial Designs
Indiana
$3.08M 92,099 -1,955 -2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$3.03M 90,502 -35,144 -28%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$3.02M 90,267 +4,638 +5%
JWCA
92
J.W. Cole Advisors
Florida
$2.94M 87,786 -3,077 -3%
KA
93
Kure Advisory
Minnesota
$2.9M 86,578 +86,578 New
Goldman Sachs
94
Goldman Sachs
New York
$2.88M 86,149 +9,609 +13%
OIA
95
OneDigital Investment Advisors
Kansas
$2.83M 84,488 +17,625 +26%
B
96
Bensler
Washington
$2.79M 83,451 +515 +0.6%
Comerica Bank
97
Comerica Bank
Texas
$2.78M 83,058 +83,058 New
Citigroup
98
Citigroup
New York
$2.75M 82,269 -10,042 -11%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$2.63M 78,640 -950 -1%
NFG
100
Nations Financial Group
Iowa
$2.58M 77,245 -11,886 -13%