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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.37B invested in First Trust Morningstar Dividend Leaders Index Fund in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
355
Holders Change
+67
Holders Change %
+23.26%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
92
Increased
160
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$1.28M 34,872 +8,954 +35%
MC
152
Moors & Cabot
Massachusetts
$1.17M 31,919 +23,519 +280%
ARC
153
Advisor Resource Council
Texas
$1.15M 31,462 +31,462 New
IAIM
154
International Assets Investment Management
Florida
$1.13M 30,998 +10,102 +48%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$1.12M 30,645 -3,595 -10%
SOS
156
Silver Oak Securities
Tennessee
$1.1M 30,008 -29,718 -50%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$1.08M 29,484 +29,484 New
WWM
158
Western Wealth Management
Colorado
$1.06M 28,928 -5,986 -17%
CS
159
Credit Suisse
Switzerland
$1.05M 28,835 -10,200 -26%
VCM
160
Virtue Capital Management
Tennessee
$1.05M 28,710 +320 +1%
KFP
161
KMG Fiduciary Partners
Ohio
$1.04M 28,492 -1,163 -4%
PCS
162
Personal CFO Solutions
New Jersey
$1.03M 28,175 +13,195 +88%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$1.02M 27,908 +27,908 New
Creative Planning
164
Creative Planning
Kansas
$1.02M 27,817 -13,881 -33%
FPWM
165
FSB Premier Wealth Management
Iowa
$1.01M 27,751 +20,802 +299%
PTC
166
Private Trust Company
Ohio
$1.01M 27,627 +4,329 +19%
GWP
167
Gateway Wealth Partners
Wisconsin
$973K 26,603 +26,603 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$958K 26,194 -2,098 -7%
WS
169
Wedbush Securities
California
$910K 24,887 -1,866 -7%
NL
170
NWAM LLC
Washington
$888K 24,278 +12 +0%
IWA
171
Icon Wealth Advisors
Texas
$882K 24,112 +50 +0.2%
BCM
172
Barometer Capital Management
Ontario, Canada
$881K 24,100 +24,100 New
AWG
173
Altus Wealth Group
Colorado
$849K 23,222 -2,631 -10%
MCC
174
Money Concepts Capital
Florida
$839K 22,956 +19,654 +595%
TI
175
tru Independence
Oregon
$833K 22,782 -156 -0.7%