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First Trust Morningstar Dividend Leaders Index Fund

345 hedge funds and large institutions have $2.4B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 162 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
5.5%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
91
Reduced
162
Closed
33
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$980K
Name Market Value Shares Shares
Change
Shares
Change %
TCWM
101
Total Clarity Wealth Management
Illinois
$2.52M 75,454 -19,213 -20%
BRWA
102
B. Riley Wealth Advisors
Florida
$2.51M 75,037 +8,344 +13%
FIA
103
Foundations Investment Advisors
Arizona
$2.48M 74,015 -3,028 -4%
SWP
104
Stratos Wealth Partners
Ohio
$2.47M 73,944 +2,931 +4%
CWM
105
Collaborative Wealth Management
Florida
$2.42M 72,388 +3,244 +5%
DC
106
Davenport & Co
Virginia
$2.41M 72,212 -15,859 -18%
GCP
107
GSA Capital Partners
United Kingdom
$2.4M 71,882 +29,582 +70%
Jane Street
108
Jane Street
New York
$2.38M 71,241 -158,487 -69%
KPWS
109
Kestra Private Wealth Services
Texas
$2.38M 71,135 -101,984 -59%
SIG
110
Sargent Investment Group
Maryland
$2.34M 70,020 +265 +0.4%
RJT
111
Raymond James Trust
Florida
$2.32M 69,250 +17,441 +34%
1WM
112
1900 Wealth Management
Texas
$2.3M 68,828 -766 -1%
IRC
113
Investors Research Corp
Georgia
$2.17M 64,856 -9,643 -13%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.07M 59,131 +48,733 +469%
QCIG
115
Quad-Cities Investment Group
Iowa
$2.06M 61,654 -82 -0.1%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$2.03M 60,640 -14,497 -19%
SOS
117
Silver Oak Securities
Tennessee
$2M 59,726 -978 -2%
AAS
118
Ameritas Advisory Services
Nebraska
$1.96M 58,754 +10,445 +22%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$1.93M 57,566 +23,975 +71%
BW
120
Bison Wealth
Georgia
$1.92M 57,415 -3,224 -5%
OWM
121
OneAscent Wealth Management
Alabama
$1.86M 55,667 +55,667 New
MOS
122
MGO One Seven
Ohio
$1.85M 55,387 -2,760 -5%
C
123
CEDRUS
Colorado
$1.85M 55,218 +15,998 +41%
FHC
124
First Heartland Consultants
Missouri
$1.82M 54,322 +23,536 +76%
GM
125
GeoWealth Management
Illinois
$1.8M 53,743 -17,644 -25%