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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
SWA
126
Sightline Wealth Advisors
Connecticut
$2.01M 56,694 +15,390 +37%
PA
127
PFG Advisors
Arizona
$1.96M 55,350 -687 -1%
IA
128
IFG Advisory
Georgia
$1.91M 53,733 -378 -0.7%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$1.89M 53,202 -94,514 -64%
CA
130
Claro Advisors
Massachusetts
$1.79M 50,351 +1,159 +2%
MC
131
Moors & Cabot
Massachusetts
$1.77M 49,872 +17,953 +56%
HT
132
HighTower Trust
Texas
$1.74M 49,787
MSAM
133
Moloney Securities Asset Management
Missouri
$1.68M 47,374 +749 +2%
AWE
134
Avidian Wealth Enterprises
Texas
$1.65M 46,456 -8,685 -16%
ECA
135
Elevated Capital Advisors
Utah
$1.63M 45,831 +590 +1%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$1.62M 45,525 +17,617 +63%
MCCP
137
Mission Creek Capital Partners
California
$1.6M 45,130 -16 -0%
PFG
138
Prosperity Financial Group
California
$1.59M 44,721 -106,967 -71%
AWA
139
Arkadios Wealth Advisors
Georgia
$1.56M 43,949 +8,675 +25%
PTC
140
Private Trust Company
Ohio
$1.52M 42,768 +15,141 +55%
KWM
141
Kingsview Wealth Management
Oregon
$1.5M 42,113 +19,891 +90%
CIAS
142
Capital Investment Advisory Services
North Carolina
$1.4M 39,336 +4,009 +11%
FFS
143
Founders Financial Securities
Maryland
$1.35M 38,096 +24,070 +172%
RJT
144
Raymond James Trust
Florida
$1.33M 37,500 -80 -0.2%
ARC
145
Advisor Resource Council
Texas
$1.33M 36,824 +5,362 +17%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.33M 37,371 +33,378 +836%
SOS
147
Silver Oak Securities
Tennessee
$1.31M 36,807 +6,799 +23%
CWM
148
Cornerstone Wealth Management
Missouri
$1.23M 34,713 +34,713 New
FPGK
149
Financial Partners Group (Kansas)
Kansas
$1.18M 33,324 -4,203 -11%
WWM
150
Western Wealth Management
Colorado
$1.16M 32,590 +3,662 +13%