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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$2.68M 74,701 -13,085 -15%
GCP
102
GSA Capital Partners
United Kingdom
$2.66M 74,200 +2,318 +3%
RFA
103
ROI Financial Advisors
Oregon
$2.66M 73,999 +73,999 New
FIA
104
Foundations Investment Advisors
Arizona
$2.63M 72,391 -1,624 -2%
Citigroup
105
Citigroup
New York
$2.62M 73,074 -9,195 -11%
IRC
106
Investors Research Corp
Georgia
$2.49M 69,396 +4,540 +7%
SIG
107
Sargent Investment Group
Maryland
$2.48M 69,082 -938 -1%
BRWA
108
B. Riley Wealth Advisors
Florida
$2.46M 68,578 -6,459 -9%
CWM
109
Collaborative Wealth Management
Florida
$2.44M 67,918 -4,470 -6%
CAS
110
Coppell Advisory Solutions
Texas
$2.42M 67,457 +58,474 +651%
OIA
111
OneDigital Investment Advisors
Kansas
$2.39M 66,519 -17,969 -21%
DC
112
Davenport & Co
Virginia
$2.32M 64,598 -7,614 -11%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$2.22M 61,911 +1,271 +2%
RJT
114
Raymond James Trust
Florida
$2.22M 61,796 -7,454 -11%
OC
115
Oppenheimer & Co
New York
$2.18M 60,703 -36,920 -38%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$2.17M 60,530 +47,173 +353%
VF
117
Virtu Financial
New York
$2.14M 59,588 -140,120 -70%
C
118
CEDRUS
Colorado
$2.13M 59,459 +4,241 +8%
SPC
119
Sigma Planning Corp
Michigan
$2.1M 58,619 -165,274 -74%
GM
120
GeoWealth Management
Illinois
$2.01M 56,078 +2,335 +4%
QCIG
121
Quad-Cities Investment Group
Iowa
$2.01M 54,899 -6,755 -11%
BW
122
Bison Wealth
Georgia
$2.01M 55,951 -1,464 -3%
IWM
123
IHT Wealth Management
Illinois
$1.96M 54,516 +5,378 +11%
ASN
124
Advisory Services Network
Georgia
$1.95M 54,374 -41,338 -43%
AWE
125
Avidian Wealth Enterprises
Texas
$1.94M 54,147 +2,987 +6%