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First Trust Morningstar Dividend Leaders Index Fund

358 hedge funds and large institutions have $2.52B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 167 reducing their positions, and 37 closing their positions.

Holders
358
Holders Change
+13
Holders Change %
+3.77%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
52
Increased
82
Reduced
167
Closed
37
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$1.92M 53,569 -753 -1%
IA
127
IFP Advisors
Florida
$1.91M 53,215 +25,783 +94%
MOS
128
MGO One Seven
Ohio
$1.91M 53,192 -2,195 -4%
IAA
129
Independent Advisor Alliance
North Carolina
$1.82M 50,743 +9,287 +22%
Goldman Sachs
130
Goldman Sachs
New York
$1.79M 49,876 -36,273 -42%
US Bancorp
131
US Bancorp
Minnesota
$1.77M 49,455 +17,448 +55%
VCM
132
Virtue Capital Management
Tennessee
$1.72M 47,331 +23,963 +103%
BAM
133
Belpointe Asset Management
Nevada
$1.7M 47,439 -162 -0.3%
IWM
134
Iams Wealth Management
Nebraska
$1.69M 47,110 +31,414 +200%
GWP
135
Gateway Wealth Partners
Wisconsin
$1.67M 46,505 +9,676 +26%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$1.56M 43,498 -14,068 -24%
NS
137
NBC Securities
Alabama
$1.52M 42,428 -4,492 -10%
1WM
138
1900 Wealth Management
Texas
$1.52M 42,245 -26,583 -39%
MCCP
139
Mission Creek Capital Partners
California
$1.46M 40,586 -485 -1%
GIA
140
Gladstone Institutional Advisory
Florida
$1.45M 40,379 +11,452 +40%
AAS
141
Ameritas Advisory Services
Nebraska
$1.37M 37,863 -20,891 -36%
MC
142
Moors & Cabot
Massachusetts
$1.35M 37,752 -778 -2%
TRCT
143
Tower Research Capital (TRC)
New York
$1.27M 35,383 -9,554 -21%
Jane Street
144
Jane Street
New York
$1.23M 34,215 -37,026 -52%
FPWM
145
FSB Premier Wealth Management
Iowa
$1.19M 33,255 +2,611 +9%
PTC
146
Private Trust Company
Ohio
$1.19M 33,153 -473 -1%
MSAM
147
Moloney Securities Asset Management
Missouri
$1.17M 32,691 -7,159 -18%
AssetMark Inc
148
AssetMark Inc
California
$1.17M 32,547 +168 +0.5%
PPP
149
Private Portfolio Partners
New Jersey
$1.16M 32,419 -1,052 -3%
KWM
150
Kingsview Wealth Management
Oregon
$1.13M 31,368 -9,464 -23%