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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$3.47M 97,748 +43,455 +80%
TCWM
102
Total Clarity Wealth Management
Illinois
$3.4M 95,687 +19,276 +25%
1WM
103
1900 Wealth Management
Texas
$3.25M 91,283 +2,366 +3%
Citigroup
104
Citigroup
New York
$3.23M 90,999 +6,668 +8%
CFD
105
Creative Financial Designs
Indiana
$3.17M 89,239 +89,239 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$3.13M 88,107 -24,285 -22%
SIM
107
Seaview Investment Managers
Florida
$3.09M 86,998 +592 +0.7%
NFG
108
Nations Financial Group
Iowa
$3.01M 84,844 +10,343 +14%
IAIM
109
International Assets Investment Management
Florida
$3M 84,479 +53,481 +173%
US Bancorp
110
US Bancorp
Minnesota
$2.98M 83,869 -27,560 -25%
B
111
Bensler
Washington
$2.94M 82,687 +5,315 +7%
CA
112
Continuum Advisory
Idaho
$2.84M 80,088 +10,480 +15%
3F
113
360 Financial
Minnesota
$2.83M 79,587 +79,587 New
CA
114
Crumly & Associates
Illinois
$2.74M 77,239 +1,778 +2%
SCA
115
Snowden Capital Advisors
New York
$2.7M 76,027 +22,291 +41%
IRC
116
Investors Research Corp
Georgia
$2.68M 75,477 -117 -0.2%
OWM
117
OneAscent Wealth Management
Alabama
$2.43M 68,444 +68,444 New
BAM
118
Belpointe Asset Management
Nevada
$2.41M 67,861 -3,794 -5%
SIG
119
Sargent Investment Group
Maryland
$2.4M 66,854 +5,572 +9%
Goldman Sachs
120
Goldman Sachs
New York
$2.34M 65,964 -218,045 -77%
QCIG
121
Quad-Cities Investment Group
Iowa
$2.32M 65,393 -2,082 -3%
BRWA
122
B. Riley Wealth Advisors
Florida
$2.3M 64,745 -2,011 -3%
OIA
123
OneDigital Investment Advisors
Kansas
$2.19M 61,758 +10,440 +20%
CWM
124
Collaborative Wealth Management
Florida
$2.16M 60,739 +7,304 +14%
AAS
125
Ameritas Advisory Services
Nebraska
$2.07M 58,270 -1,887 -3%