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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIA
101
Foundations Investment Advisors
Arizona
$1.63M 50,625 +50,625 New
SWP
102
Stratos Wealth Partners
Ohio
$1.62M 50,545 +22,136 +78%
KPWS
103
Kestra Private Wealth Services
Texas
$1.61M 50,203 +18,634 +59%
PWMG
104
Provence Wealth Management Group
California
$1.51M 47,073 +300 +0.6%
MCCP
105
Mission Creek Capital Partners
California
$1.45M 44,980 +150 +0.3%
ECA
106
Elevated Capital Advisors
Utah
$1.43M 44,345 +44,345 New
Mariner
107
Mariner
Kansas
$1.35M 41,884 -36 -0.1%
CWM
108
Collaborative Wealth Management
Florida
$1.34M 41,801 +836 +2%
Creative Planning
109
Creative Planning
Kansas
$1.34M 41,698 +15,633 +60%
CS
110
Credit Suisse
Switzerland
$1.25M 39,035 -7,013 -15%
HT
111
HighTower Trust
Texas
$1.24M 38,643 +38,643 New
MSAM
112
Moloney Securities Asset Management
Missouri
$1.23M 38,130 +3,006 +9%
SCA
113
Snowden Capital Advisors
New York
$1.21M 37,644 +6,275 +20%
NFG
114
Nations Financial Group
Iowa
$1.2M 37,206 +8,988 +32%
CA
115
Continuum Advisory
Idaho
$1.17M 36,250 +15,315 +73%
AAS
116
Ameritas Advisory Services
Nebraska
$1.13M 35,168 +4,842 +16%
WWM
117
Western Wealth Management
Colorado
$1.12M 34,914 +1,515 +5%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$1.1M 34,240 +8,085 +31%
TRCT
119
Tower Research Capital (TRC)
New York
$1.07M 33,412 +33,251 +20,653%
AWA
120
Arkadios Wealth Advisors
Georgia
$1.07M 33,159 +1,362 +4%
MIAN
121
Mariner Independent Advisor Network
Kansas
$1M 31,112 +3,123 +11%
CIAS
122
Capital Investment Advisory Services
North Carolina
$992K 30,873 +2,560 +9%
KFP
123
KMG Fiduciary Partners
Ohio
$953K 29,655 -18,201 -38%
IWC
124
Integrated Wealth Concepts
Massachusetts
$953K 29,663 +13,630 +85%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$950K 29,566 -91,872 -76%