FDL icon

First Trust Morningstar Dividend Leaders Index Fund

402 hedge funds and large institutions have $2.84B invested in First Trust Morningstar Dividend Leaders Index Fund in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
402
Holders Change
+34
Holders Change %
+9.24%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
67
Increased
160
Reduced
110
Closed
24
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Market Value Shares Shares
Change
Shares
Change %
SA
126
Sanctuary Advisors
Indiana
$1.6M 38,446 -1,874 -5%
FFA
127
Farther Finance Advisors
California
$1.6M 39,660 +18,287 +86%
AWM
128
AE Wealth Management
Kansas
$1.59M 39,440 +1,778 +5%
PI
129
PFG Investments
New York
$1.58M 39,273 +2,028 +5%
GWP
130
Gateway Wealth Partners
Wisconsin
$1.57M 39,053 +2,771 +8%
SMC
131
Smith, Moore & Co
Missouri
$1.52M 37,868 +1,261 +3%
ISFAN
132
Investor's Fiduciary Advisor Network
Washington
$1.49M 37,081 +37,081 New
AWA
133
Arete Wealth Advisors
Illinois
$1.49M 37,139 -5,708 -13%
GIA
134
Gladstone Institutional Advisory
Florida
$1.49M 36,962 +523 +1%
CFD
135
Creative Financial Designs
Indiana
$1.47M 36,573 +23,191 +173%
MIM
136
Marshall Investment Management
Colorado
$1.47M 34,979 +34,979 New
AI
137
Atria Investments
North Carolina
$1.46M 36,316 +1,119 +3%
OIA
138
OneDigital Investment Advisors
Kansas
$1.46M 36,202 -278 -0.8%
Creative Planning
139
Creative Planning
Kansas
$1.46M 36,192 +6,916 +24%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$1.44M 35,764 -8,504 -19%
PS
141
Principal Securities
Iowa
$1.44M 35,724 +84 +0.2%
MOS
142
MGO One Seven
Ohio
$1.38M 34,365 +1,379 +4%
SPI
143
Santori & Peters Inc
Pennsylvania
$1.35M 33,650 +789 +2%
WS
144
Wedbush Securities
California
$1.34M 33,350 +913 +3%
AA
145
Advisory Alpha
Michigan
$1.33M 33,084 -6,090 -16%
RBWA
146
RFG - Bristol Wealth Advisors
Massachusetts
$1.33M 32,993 +32,993 New
FPWM
147
FSB Premier Wealth Management
Iowa
$1.29M 32,100 +1,776 +6%
MSAM
148
Moloney Securities Asset Management
Missouri
$1.27M 31,637 +1,098 +4%
PTC
149
Private Trust Company
Ohio
$1.25M 31,044 +1,000 +3%
FAM
150
Formidable Asset Management
Ohio
$1.25M 31,042 +15,360 +98%