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First Trust Morningstar Dividend Leaders Index Fund

359 hedge funds and large institutions have $2.3B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
37
Increased
112
Reduced
152
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$18K
Name Market Value Shares Shares
Change
Shares
Change %
MOS
126
MGO One Seven
Ohio
$1.68M 43,567 -9,625 -18%
NFG
127
Nations Financial Group
Iowa
$1.67M 43,309 -32,061 -43%
1WM
128
1900 Wealth Management
Texas
$1.58M 41,039 -1,206 -3%
GM
129
GeoWealth Management
Illinois
$1.58M 41,011 -15,067 -27%
MCCP
130
Mission Creek Capital Partners
California
$1.56M 40,523 -63 -0.2%
CA
131
Crumly & Associates
Illinois
$1.54M 39,901 -66,104 -62%
VCM
132
Virtue Capital Management
Tennessee
$1.51M 40,501 -6,830 -14%
US Bancorp
133
US Bancorp
Minnesota
$1.47M 38,158 -11,297 -23%
ES
134
Eagle Strategies
New York
$1.47M 38,142 +26,755 +235%
NS
135
NBC Securities
Alabama
$1.43M 37,095 -5,333 -13%
TRCT
136
Tower Research Capital (TRC)
New York
$1.41M 36,609 +1,226 +3%
ASN
137
Advisory Services Network
Georgia
$1.4M 36,306 -18,068 -33%
IWM
138
Iams Wealth Management
Nebraska
$1.35M 37,197 -9,913 -21%
KWM
139
Kingsview Wealth Management
Oregon
$1.33M 34,579 +3,211 +10%
MC
140
Moors & Cabot
Massachusetts
$1.32M 34,205 -3,547 -9%
SMC
141
Smith, Moore & Co
Missouri
$1.31M 33,927 +2,819 +9%
FPWM
142
FSB Premier Wealth Management
Iowa
$1.3M 33,899 +644 +2%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$1.27M 33,110 +24,698 +294%
CA
144
CoreCap Advisors
Michigan
$1.27M 32,880 +11,495 +54%
YIH
145
Y-Intercept (HK)
Hong Kong
$1.26M 32,749 +12,267 +60%
PPP
146
Private Portfolio Partners
New Jersey
$1.26M 32,698 +279 +0.9%
MSAM
147
Moloney Securities Asset Management
Missouri
$1.18M 30,710 -1,981 -6%
CW
148
CreativeOne Wealth
Kansas
$1.17M 30,350 +30,350 New
PTC
149
Private Trust Company
Ohio
$1.16M 30,022 -3,131 -9%
CIAS
150
Capital Investment Advisory Services
North Carolina
$1.14M 29,733 -1,354 -4%