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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VCM
126
Virtue Capital Management
Tennessee
$912K 28,390 -1,376 -5%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$909K 28,292 -1,035 -4%
RJT
128
Raymond James Trust
Florida
$875K 27,219 +3,000 +12%
WS
129
Wedbush Securities
California
$860K 26,753 -263 -1%
LWM
130
Liberty Wealth Management
California
$858K 26,716 +454 +2%
AWG
131
Altus Wealth Group
Colorado
$847K 25,853
BAM
132
Belpointe Asset Management
Nevada
$842K 26,221 +26,221 New
Citadel Advisors
133
Citadel Advisors
Florida
$838K 26,082 +26,082 New
CF
134
Centaurus Financial
California
$836K 26,021 +8,183 +46%
IA
135
IFG Advisory
Georgia
$834K 25,966 +1,768 +7%
BFEC
136
Benjamin F. Edwards & Company
Missouri
$833K 25,918 +11,116 +75%
SWA
137
Sightline Wealth Advisors
Connecticut
$830K 25,030 +7,585 +43%
Citigroup
138
Citigroup
New York
$787K 24,479 +23,975 +4,757%
NL
139
NWAM LLC
Washington
$780K 24,266 -528 -2%
IWA
140
Icon Wealth Advisors
Texas
$773K 24,062 +24,062 New
FPGK
141
Financial Partners Group (Kansas)
Kansas
$760K 23,667 +10,791 +84%
PTC
142
Private Trust Company
Ohio
$749K 23,298 +1,856 +9%
TI
143
tru Independence
Oregon
$737K 22,938 +15,931 +227%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$736K 22,923 +651 +3%
CRI
145
Colonial River Investments
Virginia
$716K 22,295 +802 +4%
APA
146
American Portfolios Advisors
New York
$705K 21,931 +8,814 +67%
IAIM
147
International Assets Investment Management
Florida
$671K 20,896 +3,446 +20%
GIA
148
Gladstone Institutional Advisory
Florida
$667K 20,749 -34,822 -63%
LW
149
Linscomb Wealth
Texas
$660K 20,540
Bessemer Group
150
Bessemer Group
New Jersey
$643K 20,000