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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$3.81M 103,950 -18,269 -15%
CA
77
Crumly & Associates
Illinois
$3.8M 106,005 -32,135 -23%
KPWS
78
Kestra Private Wealth Services
Texas
$3.58M 99,857 +28,722 +40%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$3.56M 99,117 +4,897 +5%
NLP
80
Next Level Private
New York
$3.48M 96,901 -3,553 -4%
EH
81
Equitable Holdings
New York
$3.46M 96,567 -30,941 -24%
TFA
82
Teamwork Financial Advisors
Texas
$3.41M 95,022 -17,849 -16%
B
83
Bensler
Washington
$3.34M 92,999 +9,548 +11%
EA
84
Ergawealth Advisors
Illinois
$3.31M 92,252 -43,675 -32%
MF
85
Manchester Financial
California
$3.25M 90,589 -5,500 -6%
KA
86
Kure Advisory
Minnesota
$3.23M 90,099 +3,521 +4%
SCA
87
Snowden Capital Advisors
New York
$3.21M 89,466 +43,369 +94%
HF
88
HRT Financial
New York
$3.19M 88,783 -69,837 -44%
CFD
89
Creative Financial Designs
Indiana
$3.1M 86,381 -5,718 -6%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$3.04M 84,825 -5,442 -6%
BAWM
91
Bennett Associates Wealth Management
Pennsylvania
$3.03M 84,484 +84,484 New
Mariner
92
Mariner
Kansas
$3M 83,587 -121,147 -59%
Citadel Advisors
93
Citadel Advisors
Florida
$2.96M 82,532 +38,353 +87%
SWP
94
Stratos Wealth Partners
Ohio
$2.92M 81,306 +7,362 +10%
Comerica Bank
95
Comerica Bank
Texas
$2.85M 79,312 -3,746 -5%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$2.83M 78,774 +134 +0.2%
PS
97
Principal Securities
Iowa
$2.8M 78,066 +78,066 New
HPC
98
Hobart Private Capital
North Carolina
$2.76M 77,047 +77,047 New
NFG
99
Nations Financial Group
Iowa
$2.7M 75,370 -1,875 -2%
TCWM
100
Total Clarity Wealth Management
Illinois
$2.69M 75,104 -350 -0.5%