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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$3.71M 88,385 +9,094 +11%
PCG
77
Prosperity Consulting Group
Maryland
$3.65M 87,019 +87,019 New
SL
78
Salomon & Ludwin
Virginia
$3.58M 85,236 -10,553 -11%
CIAS
79
CFS Investment Advisory Services
New Jersey
$3.56M 84,927 +84,927 New
BEI
80
Benjamin Edwards Inc
Missouri
$3.55M 84,556 +79,701 +1,642%
SPC
81
Sigma Planning Corp
Michigan
$3.51M 83,758 -8,005 -9%
AWS
82
Atria Wealth Solutions
New York
$3.42M 81,545 -7,300 -8%
PWA
83
PCG Wealth Advisors
Kansas
$3.39M 80,927 -1,985 -2%
BCI
84
Brinker Capital Investments
Pennsylvania
$3.21M 76,629 -7,808 -9%
OPS
85
Orion Portfolio Solutions
Nebraska
$3.21M 76,629 -7,808 -9%
C
86
CEDRUS
Colorado
$3.21M 76,482 +5,703 +8%
Citigroup
87
Citigroup
New York
$3.16M 75,392 +2,501 +3%
TCWM
88
Total Clarity Wealth Management
Illinois
$3.14M 74,742
IWM
89
IHT Wealth Management
Illinois
$3.12M 74,305 +3,110 +4%
Tudor Investment Corp
90
Tudor Investment Corp
Connecticut
$3.11M 74,113 +43,856 +145%
RFA
91
ROI Financial Advisors
Oregon
$3.09M 73,646 +2,130 +3%
DC
92
Davenport & Co
Virginia
$3.04M 72,581 +11,390 +19%
FIA
93
Foundations Investment Advisors
Arizona
$3.02M 71,873 -563 -0.8%
PWS
94
Proactive Wealth Strategies
Georgia
$3.01M 71,806 +71,806 New
RJT
95
Raymond James Trust
Florida
$3.01M 71,741 +11,304 +19%
GWM
96
GDS Wealth Management
Texas
$2.8M 66,670 -3,284 -5%
OC
97
Oppenheimer & Co
New York
$2.74M 65,386 -3,435 -5%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$2.7M 64,381 -915 -1%
JWCA
99
J.W. Cole Advisors
Florida
$2.65M 63,229 -128 -0.2%
SIG
100
Sargent Investment Group
Maryland
$2.64M 62,882 -1,895 -3%