FDL icon

First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$2.2M 60,157 +24,989 +71%
PA
127
PFG Advisors
Arizona
$2.05M 56,037 +45,163 +415%
NWMG
128
National Wealth Management Group
Ohio
$2.04M 55,878 +49,311 +751%
AWE
129
Avidian Wealth Enterprises
Texas
$2.02M 55,141 +55,141 New
JWCA
130
J.W. Cole Advisors
Florida
$1.98M 54,293 +676 +1%
IA
131
IFG Advisory
Georgia
$1.98M 54,111 +28,145 +108%
SCA
132
Snowden Capital Advisors
New York
$1.96M 53,736 +16,092 +43%
CWM
133
Collaborative Wealth Management
Florida
$1.95M 53,435 +11,634 +28%
OIA
134
OneDigital Investment Advisors
Kansas
$1.88M 51,318 -2,820 -5%
Marshall Wace
135
Marshall Wace
United Kingdom
$1.86M 51,000 +51,000 New
HT
136
HighTower Trust
Texas
$1.8M 49,787 +11,144 +29%
CA
137
Claro Advisors
Massachusetts
$1.8M 49,192 +49,192 New
MSAM
138
Moloney Securities Asset Management
Missouri
$1.7M 46,625 +8,495 +22%
Renaissance Technologies
139
Renaissance Technologies
New York
$1.66M 45,400 +45,400 New
ECA
140
Elevated Capital Advisors
Utah
$1.65M 45,241 +896 +2%
MCCP
141
Mission Creek Capital Partners
California
$1.65M 45,146 +166 +0.4%
PWM
142
Prosperity Wealth Management
California
$1.6M 43,704 +43,704 New
PWMG
143
Provence Wealth Management Group
California
$1.54M 42,093 -4,980 -11%
SWA
144
Sightline Wealth Advisors
Connecticut
$1.51M 41,304 +16,274 +65%
FPGK
145
Financial Partners Group (Kansas)
Kansas
$1.44M 37,527 +13,860 +59%
RJT
146
Raymond James Trust
Florida
$1.37M 37,580 +10,361 +38%
Vontobel Holding
147
Vontobel Holding
Switzerland
$1.35M 36,937 +36,937 New
JAWM
148
J. Arnold Wealth Management
Ohio
$1.33M 36,283 -562,308 -94%
CIAS
149
Capital Investment Advisory Services
North Carolina
$1.29M 35,327 +4,454 +14%
AWA
150
Arkadios Wealth Advisors
Georgia
$1.29M 35,274 +2,115 +6%