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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
NLP
76
Next Level Private
New York
$3.72M 96,731 -170 -0.2%
Renaissance Technologies
77
Renaissance Technologies
New York
$3.51M 91,300 +91,300 New
BAWM
78
Bennett Associates Wealth Management
Pennsylvania
$3.51M 91,276 +6,792 +8%
BCI
79
Brinker Capital Investments
Pennsylvania
$3.48M 90,415 -13,535 -13%
OPS
80
Orion Portfolio Solutions
Nebraska
$3.48M 90,415 -13,535 -13%
SWP
81
Stratos Wealth Partners
Ohio
$3.43M 89,184 +7,878 +10%
CFD
82
Creative Financial Designs
Indiana
$3.4M 88,371 +1,990 +2%
Mariner
83
Mariner
Kansas
$3.39M 88,117 +4,530 +5%
IAA
84
Independent Advisor Alliance
North Carolina
$3.37M 87,679 +36,936 +73%
SCA
85
Snowden Capital Advisors
New York
$3.26M 84,626 -4,840 -5%
AI
86
Atria Investments
North Carolina
$3.18M 82,664 -37,307 -31%
GWM
87
GDS Wealth Management
Texas
$3.08M 80,065 -26,530 -25%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.04M 79,084 +310 +0.4%
Comerica Bank
89
Comerica Bank
Texas
$2.99M 77,797 -1,515 -2%
TFA
90
Teamwork Financial Advisors
Texas
$2.97M 77,084 -17,938 -19%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$2.92M 75,939 -8,886 -10%
TCWM
92
Total Clarity Wealth Management
Illinois
$2.89M 75,129 +25 +0%
IRC
93
Investors Research Corp
Georgia
$2.85M 74,132 +4,736 +7%
FIA
94
Foundations Investment Advisors
Arizona
$2.83M 73,463 +1,072 +1%
Citigroup
95
Citigroup
New York
$2.82M 73,420 +346 +0.5%
WEG
96
World Equity Group
Illinois
$2.82M 73,333 -43,347 -37%
OIA
97
OneDigital Investment Advisors
Kansas
$2.81M 73,144 +6,625 +10%
RFA
98
ROI Financial Advisors
Oregon
$2.76M 71,710 -2,289 -3%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$2.75M 71,342 -73,208 -51%
VF
100
Virtu Financial
New York
$2.6M 67,468 +7,880 +13%