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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIS
101
Harvest Investment Services
Illinois
$3.53M 96,651 -4,256 -4%
FHA
102
Flagship Harbor Advisors
Massachusetts
$3.33M 91,189 +445 +0.5%
1WM
103
1900 Wealth Management
Texas
$3.25M 88,917 +6,325 +8%
TC
104
TownSquare Capital
Utah
$3.21M 87,782 +908 +1%
GIA
105
Gladstone Institutional Advisory
Florida
$3.21M 87,775 +67,026 +323%
SIM
106
Seaview Investment Managers
Florida
$3.16M 86,406 +1,450 +2%
Citigroup
107
Citigroup
New York
$3.08M 84,331 +59,852 +245%
PWA
108
PCG Wealth Advisors
Kansas
$2.89M 79,040 +79,040 New
OC
109
Oppenheimer & Co
New York
$2.87M 78,565 +11,531 +17%
B
110
Bensler
Washington
$2.83M 77,372 +18,547 +32%
TCWM
111
Total Clarity Wealth Management
Illinois
$2.79M 76,411 +650 +0.9%
IRC
112
Investors Research Corp
Georgia
$2.76M 75,594 -227 -0.3%
CA
113
Crumly & Associates
Illinois
$2.76M 75,461 +75,461 New
FEM
114
Fulcrum Equity Management
Texas
$2.75M 75,294 -7,085 -9%
NFG
115
Nations Financial Group
Iowa
$2.72M 74,501 +37,295 +100%
NA
116
NewEdge Advisors
Louisiana
$2.66M 223,204 +24,490 +12%
BAM
117
Belpointe Asset Management
Nevada
$2.62M 71,655 +45,434 +173%
CA
118
Continuum Advisory
Idaho
$2.54M 69,608 +33,358 +92%
DC
119
Davenport & Co
Virginia
$2.49M 67,973 +8,745 +15%
QCIG
120
Quad-Cities Investment Group
Iowa
$2.47M 67,475 +11,033 +20%
CAN
121
Claraphi Advisory Network
United States
$2.47M 67,470 +48,385 +254%
BRWA
122
B. Riley Wealth Advisors
Florida
$2.44M 66,756 -458 -0.7%
BFS
123
Bickling Financial Services
Massachusetts
$2.36M 64,601 -1,998 -3%
CAM
124
Concorde Asset Management
Michigan
$2.32M 63,532 -39,422 -38%
SIG
125
Sargent Investment Group
Maryland
$2.24M 61,282 +11,718 +24%