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First Trust Morningstar Dividend Leaders Index Fund

355 hedge funds and large institutions have $3.34B invested in First Trust Morningstar Dividend Leaders Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 94 reducing their positions, and 31 closing their positions.

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
5.68%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
40
Increased
162
Reduced
94
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$1.15M 32,460 +4,643 +17%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$1.1M 31,137 +1,653 +6%
FPWM
153
FSB Premier Wealth Management
Iowa
$1.06M 29,861 +2,110 +8%
Bank of Nova Scotia
154
Bank of Nova Scotia
Ontario, Canada
$1.04M 29,265 -1,380 -5%
PWMG
155
Provence Wealth Management Group
California
$1.04M 29,262 -12,831 -30%
CS
156
Credit Suisse
Switzerland
$1.02M 28,835
C
157
CEDRUS
Colorado
$1.01M 28,518 +28,518 New
IWM
158
IHT Wealth Management
Illinois
$1.01M 28,426 +28,426 New
GWP
159
Gateway Wealth Partners
Wisconsin
$975K 27,478 +875 +3%
PCS
160
Personal CFO Solutions
New Jersey
$970K 27,320 -855 -3%
PPP
161
Private Portfolio Partners
New Jersey
$968K 27,277 +12,434 +84%
NWMG
162
National Wealth Management Group
Ohio
$954K 28,115 -27,763 -50%
LWM
163
Liberty Wealth Management
California
$944K 26,589 +26,589 New
KFP
164
KMG Fiduciary Partners
Ohio
$943K 26,574 -1,918 -7%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$921K 25,944 -250 -1%
CF
166
Centaurus Financial
California
$917K 25,841 +3,763 +17%
XF
167
XML Financial
Maryland
$900K 25,348 +4,660 +23%
TI
168
tru Independence
Oregon
$894K 25,176 +2,394 +11%
LSA
169
Lion Street Advisors
Texas
$868K 24,449 +24,449 New
NL
170
NWAM LLC
Washington
$862K 24,276 -2 -0%
GIA
171
Gladstone Institutional Advisory
Florida
$862K 24,271 -63,504 -72%
PIA
172
Perennial Investment Advisors
California
$858K 24,169 +6,287 +35%
IWP
173
Icon Wealth Partners
Texas
$857K 24,153 +24,153 New
AFP
174
Ausdal Financial Partners
Iowa
$856K 24,105 +2,613 +12%
VCM
175
Virtue Capital Management
Tennessee
$839K 23,767 -4,943 -17%