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First Trust Morningstar Dividend Leaders Index Fund

368 hedge funds and large institutions have $2.45B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 22 closing their positions.

Holders
368
Holders Change
+19
Holders Change %
+5.44%
% of All Funds
5.32%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
124
Reduced
137
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$1.53M 36,526 +10,586 +41%
OIA
127
OneDigital Investment Advisors
Kansas
$1.53M 36,480 +29 +0.1%
GIA
128
Gladstone Institutional Advisory
Florida
$1.53M 36,439 -15,843 -30%
GWP
129
Gateway Wealth Partners
Wisconsin
$1.52M 36,282 +3,164 +10%
PS
130
Principal Securities
Iowa
$1.5M 35,640 -3,072 -8%
AI
131
Atria Investments
North Carolina
$1.48M 35,197 +558 +2%
CA
132
Crumly & Associates
Illinois
$1.46M 34,696 -2,707 -7%
NFG
133
Nations Financial Group
Iowa
$1.4M 33,332 -475 -1%
MOS
134
MGO One Seven
Ohio
$1.38M 32,986 -4,143 -11%
SPI
135
Santori & Peters Inc
Pennsylvania
$1.38M 32,861 +23,240 +242%
WS
136
Wedbush Securities
California
$1.36M 32,437 +5,031 +18%
MC
137
Moors & Cabot
Massachusetts
$1.32M 31,467 -1,811 -5%
PPP
138
Private Portfolio Partners
New Jersey
$1.29M 30,811 +30,811 New
MSAM
139
Moloney Securities Asset Management
Missouri
$1.28M 30,539 -879 -3%
Vontobel Holding
140
Vontobel Holding
Switzerland
$1.27M 30,386 +30,386 New
FPWM
141
FSB Premier Wealth Management
Iowa
$1.27M 30,324 -1,046 -3%
NS
142
NBC Securities
Alabama
$1.27M 30,314 -5,637 -16%
PTC
143
Private Trust Company
Ohio
$1.26M 30,044 -565 -2%
US Bancorp
144
US Bancorp
Minnesota
$1.25M 29,897 -1,072 -3%
Creative Planning
145
Creative Planning
Kansas
$1.23M 29,276 +117 +0.4%
ASN
146
Advisory Services Network
Georgia
$1.2M 31,677
CA
147
CoreCap Advisors
Michigan
$1.18M 28,129 +28,129 New
FZCM
148
Flynn Zito Capital Management
New York
$1.14M 27,220 +249 +0.9%
AWG
149
Altus Wealth Group
Colorado
$1.13M 26,956 +175 +0.7%
TWM
150
TCFG Wealth Management
California
$1.12M 26,662 +26,662 New