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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
C
101
CEDRUS
Colorado
$2.53M 65,817 +6,358 +11%
SIG
102
Sargent Investment Group
Maryland
$2.52M 65,432 -3,650 -5%
BRWA
103
B. Riley Wealth Advisors
Florida
$2.51M 75,037 +6,459 +9%
IA
104
IFP Advisors
Florida
$2.48M 64,380 +11,165 +21%
VAS
105
Vestmark Advisory Solutions
Massachusetts
$2.47M 64,087 +2,176 +4%
DC
106
Davenport & Co
Virginia
$2.44M 63,522 -1,076 -2%
JWCA
107
J.W. Cole Advisors
Florida
$2.42M 62,998 -11,703 -16%
TC
108
TownSquare Capital
Utah
$2.4M 62,354 +50,354 +420%
CWM
109
Collaborative Wealth Management
Florida
$2.39M 62,191 -5,727 -8%
OC
110
Oppenheimer & Co
New York
$2.39M 62,171 +1,468 +2%
CASC
111
Coppell Advisory Solutions Corp
Texas
$2.34M 60,853 +60,853 New
RJT
112
Raymond James Trust
Florida
$2.31M 60,104 -1,692 -3%
IWM
113
IHT Wealth Management
Illinois
$2.3M 59,794 +5,278 +10%
GIA
114
Gladstone Institutional Advisory
Florida
$2.23M 58,050 +17,671 +44%
AWE
115
Avidian Wealth Enterprises
Texas
$2.14M 55,639 +1,492 +3%
HF
116
HRT Financial
New York
$2.09M 54,241 -34,542 -39%
FHC
117
First Heartland Consultants
Missouri
$2.05M 53,271 -298 -0.6%
EA
118
Ergawealth Advisors
Illinois
$2.03M 52,841 -39,411 -43%
AAS
119
Ameritas Advisory Services
Nebraska
$2.02M 53,648 +15,785 +42%
BW
120
Bison Wealth
Georgia
$2M 52,009 -3,942 -7%
CFCI
121
Comprehensive Financial Consultants Institutional
Indiana
$1.99M 51,624 +40,505 +364%
QCIG
122
Quad-Cities Investment Group
Iowa
$1.96M 50,906 -3,993 -7%
AssetMark Inc
123
AssetMark Inc
California
$1.78M 46,350 +13,803 +42%
GWP
124
Gateway Wealth Partners
Wisconsin
$1.71M 44,351 -2,154 -5%
PS
125
Principal Securities
Iowa
$1.71M 44,330 -33,736 -43%