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First Trust Morningstar Dividend Leaders Index Fund

349 hedge funds and large institutions have $2.13B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 37 closing their positions.

Holders
349
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
5.08%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
33
Increased
101
Reduced
149
Closed
37
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$30K
Name Market Value Shares Shares
Change
Shares
Change %
BW
101
Bison Wealth
Georgia
$2M 52,009
AWE
102
Avidian Wealth Enterprises
Texas
$2M 52,631 -3,008 -5%
GIA
103
Gladstone Institutional Advisory
Florida
$1.98M 52,282 -5,768 -10%
QCIG
104
Quad-Cities Investment Group
Iowa
$1.95M 51,413 +507 +1%
CFCI
105
Comprehensive Financial Consultants Institutional
Indiana
$1.95M 51,381 -243 -0.5%
IA
106
IFP Advisors
Florida
$1.79M 47,241 -17,139 -27%
AA
107
Advisory Alpha
Michigan
$1.69M 44,477 -116,544 -72%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$1.68M 44,316 -27,026 -38%
FCA
109
FinTrust Capital Advisors
South Carolina
$1.64M 43,158 +13,881 +47%
VCM
110
Virtue Capital Management
Tennessee
$1.56M 39,479 -1,022 -3%
1WM
111
1900 Wealth Management
Texas
$1.55M 40,891 -148 -0.4%
MCCP
112
Mission Creek Capital Partners
California
$1.54M 40,535 +12 +0%
SA
113
Sanctuary Advisors
Indiana
$1.53M 40,876 +40,876 New
AWM
114
AE Wealth Management
Kansas
$1.48M 39,144 -147,781 -79%
PS
115
Principal Securities
Iowa
$1.47M 38,712 -5,618 -13%
CA
116
Crumly & Associates
Illinois
$1.42M 37,403 -2,498 -6%
KWM
117
Kingsview Wealth Management
Oregon
$1.41M 37,252 +2,673 +8%
MOS
118
MGO One Seven
Ohio
$1.41M 37,129 -6,438 -15%
OIA
119
OneDigital Investment Advisors
Kansas
$1.38M 36,451 -36,693 -50%
NS
120
NBC Securities
Alabama
$1.36M 35,951 -1,144 -3%
PI
121
PFG Investments
New York
$1.36M 35,868 +35,868 New
SMC
122
Smith, Moore & Co
Missouri
$1.36M 35,783 +1,856 +5%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.35M 35,480 +14,305 +68%
AI
124
Atria Investments
North Carolina
$1.31M 34,639 -48,025 -58%
NFG
125
Nations Financial Group
Iowa
$1.28M 33,807 -9,502 -22%