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First Trust Morningstar Dividend Leaders Index Fund

288 hedge funds and large institutions have $1.66B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 36 closing their positions.

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
43
Increased
142
Reduced
51
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HF
151
HRT Financial
New York
$621K 19,334 +19,334 New
CAN
152
Claraphi Advisory Network
United States
$613K 19,085 +12,055 +171%
HFA
153
High Falls Advisors
New York
$575K 17,886 +16 +0.1%
PPWM
154
Paragon Private Wealth Management
Kentucky
$566K 15,982 +465 +3%
CWM
155
Connecticut Wealth Management
Connecticut
$546K 17,000
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$545K 16,963 -155 -0.9%
D
157
Diversified
Delaware
$538K 16,757 +16,757 New
1W
158
1776 Wealth
Georgia
$528K 16,432
RIA
159
Regal Investment Advisors
Michigan
$492K 15,326 +100 +0.7%
PCS
160
Personal CFO Solutions
New Jersey
$481K 14,980 +2,971 +25%
FAM
161
Formidable Asset Management
Ohio
$468K 13,225
LMKC
162
L.M. Kohn & Company
Ohio
$468K 14,544
UBG
163
United Bank (Georgia)
Georgia
$457K 14,210 -179 -1%
CWM
164
Cornerstone Wealth Management
Missouri
$450K 14,013 +14,013 New
MSFS
165
Main Street Financial Solutions
Pennsylvania
$442K 13,744 +13,744 New
KIA
166
KCM Investment Advisors
California
$433K 13,484 +2,504 +23%
WCG
167
Weaver Consulting Group
California
$430K 13,381
AWM
168
Apollon Wealth Management
South Carolina
$418K 13,016 +3,241 +33%
PIA
169
Perennial Investment Advisors
California
$406K 12,622 +6,217 +97%
FAN
170
Financial Advisors Network
California
$404K 12,572
AWA
171
Arete Wealth Advisors
Illinois
$401K 12,468 +3,990 +47%
FFS
172
Founders Financial Securities
Maryland
$393K 12,240 -5,544 -31%
LNC
173
Lincoln National Corp
Pennsylvania
$393K 12,229 +801 +7%
SS
174
Sunbelt Securities
Texas
$392K 12,187 +5 +0%
GRP
175
Global Retirement Partners
California
$391K 10,804 +1,153 +12%